Odoo Onboarding:
Topics covered:
- Prerequisites
- About
- Getting started with the onboarding process
Prerequisites:
- CRM account and cadence account must be created.
- Verify that the email address you use to access the Cadence account is connected to an Odoo database. Support documentation.
- Automation Rules must be installed in your CRM account to avoid any inconvenience. Support documentation.
About:
The Odoo onboarding process involves connecting the Odoo integration, and syncing activities between Cadence and Odoo so that you can access the full potential of all Cadence features.
Getting started with the onboarding process:
Step 1: Log in to your Cadence account, go to the Settings page, and click on CRM button.
Step 2: On the next page, click on the Switch CRM option beside the Odoo icon.
Step 3: Now you will be logged out of Cadence, and you need to log in again with your Ringover account. After successfully logging in to Cadence, you will be directed to the first step of your onboarding.
Step 4: Click on the Connect with Odoo option on this page.
Step 5: After you click on this button, the Configuration modal will open. In this, there are four required fields.
- Odoo Username: The email address you used to create your Odoo account must be entered in this field.
- API Key: In this field, you need to enter the API key of your Odoo account. To learn more about how to generate the API key, read this article.
- Instance URL: You must paste your Odoo account's instance URL in the following field.
Step 1: To obtain the instance URL, visit your CRM's home page, and copy the highlighted part of the URL.
Step 2: Paste it into the designated cadence field on the configuration modal.
- Odoo Database: In this field, enter the name of the database that is connected to the Odoo account. Read this article to find out more about how the database was created.
Step 6: After filling in the four required fields, click on the Connect button.
Step 7: Now the configuration part is complete, and you can continue with the onboarding process. To continue, click on the Next button.
Step 7: You will be taken to the Field Mapping section on the following page, where you will need to match your Odoo fields with the existing Cadence fields. The necessary fields are going to be mapped automatically; click on Finish Setup.
Thus, the onboarding process will be completed. Click on Head to Home page button to get started.