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  2. Odoo for WooCommerce

Odoo for WooCommerce

Odoo for WooCommerce now brings powerful integration with your business management software. 

PHP8 Support: Odoo for WooCommerce now supports PHP 8. Currently this functionality is available as a free trial and does not require any actions to be taken. Based on customer usage and feedback we will introduce new features and functionality into tiered paid service package options. 

Installation:

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  1. Download the .zip file from your WooCommerce account.
  2. Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
  3. Install Now and Activate the plugin.

The following installation and configuration requires that you already have an Odoo account setup and are familiar with the which version of Odoo you are using. Integration with all versions of Odoo requires the following modules are installed and activated within your Odoo database: Sales, Invoicing, Accounting, and Inventory modules. 

If you need help with creating an Odoo account please refer to the section Creating an Odoo account located at the bottom of this documentation page. 

1. Creating an Odoo account:

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1. Getting started with Odoo:

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An Odoo account is required to use the Odoo for WooCommerce plugin.

If you not have an Odoo account please refer to our in-depth guide on creating an Odoo account found at the bottom of this page

For clients with an existing Odoo account, please read on to confirm your Odoo version and continue the plugin configuration. 

2. Debugging The Odoo Plugin

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Introducing Odoo for WooCommerce debugging. All new debugging features and accurate results logging integrated natively into the Odoo plugin settings.

We have recently released Odoo Debug Logging with improved debugging error logging features. The Odoo for WooCommerce debugging features are available in the Odoo for WooCommerce plugin settings page, under the Logs sub-menu.

To navigate to the Odoo Logs Sub-menu navigate to the following: WooCommerce > Settings > Integrations > ODOO Integration > Logs

Important: When debugging the Odoo plugin ensure debugging is enabled prior to testing the feature you want to test. Enabling the debug logs after an incident will only log new information during the time the debugging is enabled. The logs cannot retrospectively log issues from prior to enabling this setting. 

3. What is Odoo and what are the different versions? 

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Odoo is an open-source suite of business applications including sales, CRM, project management, manufacturing, inventory, and accounting in a single software solution. Odoo is available in three editions, each suited to different business needs. All versions of Odoo 13, 14, 15 and 16 are supported. The editions of  are as follows:

  1. Odoo Enterprise Edition: This is the full-featured, paid version. It can be self-hosted or hosted on Odoo’s own cloud platform for an additional fee. Follow Enterprise edition and use the API Key for your password. 
  2. Odoo.sh: This is a cloud platform for Odoo, providing hosting, scaling, and maintenance for your Odoo applications. It’s fully managed, meaning Odoo handles the server infrastructure for you. Follow Community edition and use the API Key for your password. Follow Community edition and use the API Key for your password found under ‘My Profile’ in older versions of Community edition.
  3. Odoo Community Edition: This is the free, open-source version with basic features. It’s typicaly self-hosted, meaning you’ll need your own server infrastructure. Follow Community edition and use the API Key for your password found under ‘My Profile’ in older versions of Community edition.

Note: Integration requires the following modules are installed and activated within your Odoo database: Sales, Invoicing, Accounting, and Inventory modules. Additionally, Odoo has recently disabled API options for demo accounts. You will need to be activate your account to connect to your WooCommerce store. 

4. Accessing the Plugin Settings in WooCommerce: 

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Once you have installed the Odoo for WooCommerce Plugin on your WooCommerce site you will need to configure the plugin to connect to your Odoo server and access your Odoo database. 

Note: The plugin will trigger notifications relating to your connection status. The notifications seen in this image help get started and link directly to your Odoo for WooCommerce plugin settings page. This notification will disappear once the plugin is correctly configured.  

You can access the plugin using the below-mentioned method also illustrated in the image above: 

  1. In your WordPress admin page, navigate to WooCommerce Settings by clicking on WooCommerce
  2. Next select Settings under WooCommerce to navigate to your WooCommerce settings page. 
  3. Click on the Integration to navigate to your integration settings page. 
  4. Next, on the integration page select the ODOO Integration tab. 
  5. You are now in the Odoo for WooCommerce settings section. Within this section there is three sub-sections, Settings, Import and Export. Ensure you are in the Settings section by selecting the Settings tab.

    You are now ready to configure your Odoo for WooCommerce plugin and connect your WooCommerce website with Odoo.

Note: The notification WooCommerce has detected that some of your active plugins are incompatible with currently enabled WooCommerce features’  indicates an issue with your site settings.

This may be due to HPOS being enabled. Currently HPOS is not supported, but the next released will include HPOS support. If you have HPOS enabled, please disable this before continuing.

2. Setup and Configuration

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To configure the Odoo for WooCommerce plugin you will need to connect your store to your Odoo server. You will then need to allow access to your specified database. For configuration you will require the following to be entered into the Plugin settings: 

Use the following to enter into fields in your Odoo for WooCommere Plugin General Settings page. Check and ensure you have the correct information based on your specific Odoo version/edition: 

1. Settings Prerequisites: 

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  1. For Enterprise Edition:
    1. Server URL: https://xyz.odoo.com
    2. Database: Use database name as demonstrated.
    3. Username: Use the default email username for your Odoo account. 
    4. Password: Do not use your Odoo account Password, use the API key instead.
    5. API Key: This is generated from your Odoo account page. 
  1. For Community Edition/Odoo.sh:
    1. Server URL: https://yoursite.com
    2. Database: Use database name as demonstrated.
    3. Username: Use the default email username for Odoo. 
    4. Password: Do not use your Odoo account Password, use the API key instead.
    5. API Key: This is generated from your Odoo account page. 

2. General Settings Configuration: 

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Once you have verified the correct details for you Odoo version you can connect the plugin to your store. We will do this in the Odoo for WooCommerce General settings page. You will see the following fields in the General Settings page: 

To connect your WooCommerce site to Odoo enter the following fields. The status indicator at the top of the page will indicate if the current state of the connection: 

  1. Select Odoo Version: Select your specific Odoo version, Odoo versions 13, 14, 15 and 16 are currently supported. 
  2. Server URL: Enter your server URL. 
  3. Database Name: Enter your Odoo Database name.
  4. Username: Enter your Odoo account username. 
  5. Password: Enter your Odoo account Password/API. 
  6. Debug Log: Toggle this setting to enable debugging mode. In debugging mode the plugin will record and see events and API requests and save them to your debug logs. The logged debug file can be found by navigating to WooCommerce > Status > Log

The status indicator found at the top of the page will provide a visual and written confirmation of your current connection status. If your WooCommerce site is not connect to Odoo the status indicator will display the following text:

  • Not connected:Please provide valid Odoo credentials to connect.’ with text highlighted in yellow. 
  • Connected: ‘Odoo account is connected.’ with text highlighted in green.

Once you have entered the the required inputs into the fields, please save and reload the page to establish the connection to your Odoo accounts. Return to the General settings page to confirm the connection status by viewing the status indicator. 

General Settings Configuration – FAQ:

  1. What happens if we need to update the Odoo Server URL? Updating the Odoo server URL can be done in the Plugin Settings. To update to a new Odoo server URL, please deactivate the Odoo plugin and reactivate the plugin to ensure new authentication data is saved and updated. 
  2. What happens if we need to update the WooCommerce URL / change from Staging site to Live Site? The WooCommerce store URL is not included in the settings. As long as the Odoo Server URL is correct, and all other Odoo settings are correct the connection will be made. If there is any issues, resave the credentials page to refresh the connection to your Odoo server. 

3. Advanced General Settings: 

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Once you have connected your WooCommerce site to your Odoo server and database you will see more input fields and options on the General settings page. These fields relate to the mapping of various elements between your WooCommerce site and Odoo database. 

Odoo General settings – advanced options explained:

  1. Odoo SKU Mapping: Internal Reference | Barcode.
    • Products are mapped between WooCommerce and Odoo using a unique ID. In WooCommerce a SKU is required for every product. This settings chooses to map this to either the Internal Reference or Barcode fields in Odoo. 
  2. Select Company: Company/Database Name.
    • Use this settings to select the correct Odoo database to connect too. If you have more than one company/database they will be listed here. 
  3. Select Sale Invoice Journal: List of Invoice Journals from Odoo.
    • Use this settings to select the correct Odoo invoice journal to map WooCommerce sales. If you have one or more invoice journals they will be listed here. 
    • Note: If you create a Invoice Journal after connecting the plugin, or do not see your Invoice Journal listed, please deactivate and reactivate the plugin and reconnect your store. This will reload the Odoo invoice journals and populate the list. 
  4. Select Tax Type: List of Tax Types from Odoo. 
  5. Select Shipping Tax Type: List of Shipping Tax Types from Odoo. 
  6. Use Fiscal Positions: Toggle this to enable use of Fiscal positions. 
  7. Select Fiscal Position: List of Fiscal Positions from Odoo, disabled using the above setting toggle.
    • Fiscal positions allow the creation of rules to adapt the taxes and accounts used for a transaction automatically. This is configured in your Odoo account by your accountant. 

Note: All product in Odoo should have either an Internal Reference or Barcode. For certainty, use input values into both.  Make sure to save changes by clicking on Save Changes button at the bottom of every tab to save your settings.

3. Import Settings Configuration: 

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Once you have configured the Odoo for WooCommerce plugin with your Odoo account you will be able to access the Import and Export functions. Under the Import settings tab you will be able to see the following options. 

1. Product Functions: 

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  1. Import Products Frequency: Select the frequency of for importing products via Cron jobs. 
    • Frequency Options: Every Hour, Twice A Day, Once A Day
  2. Import Products: Toggle options to enable or disable the import product function feature. 
    • Toggle Options: Enabled, Disabled. 
    • Manual Import Products: Use this option to manually trigger import the products. 
  3. Exclude PoS Products: Option to exclude or include PoS Products. 
  4. Update Products: Toggle option to enable to sync of Product details. If this option is not enabled, then product details will not be updated. 
  5. Synchronize Stocks: Toggle this option to include the Stock Sync as part of the the product updates. 
  6. Synchronize Price: Toggle this option to include the Price Sync as part of the the product updates. 
  7. Import Categories Frequency: Select the frequency of for importing categories via Cron jobs. 
    • Frequency Options: Every Hour, Twice A Day, Once A Day
  8. Import Categories: Toggle this option to enable the category update frequency. 
  9. Import Attribute Frequency: Select the frequency of for importing attribute via Cron jobs. 
    • Frequency Options: Every Hour, Twice A Day, Once A Day
  10. Import Attribute: Toggle this option to enable the attribute update frequency. 

Product Functions – FAQs: 

  1. Our Odoo inventory system manages stock across various warehouse locations, is there a way to configure which stock level is imported? No unfortunately this is not a feature of the plugin. The stock sync pulls data based on the internal reference / barcode and the overall stock for that item. 

2. Discount Functions: 

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  1. Import Coupon Frequency: Select the frequency for importing coupons via Cron jobs. 
    • Frequency Options: Every Hour, Twice A Day, Once A Day
  2. Import Coupon: Toggle option to enable coupons. 
  3. Update Coupon: Toggle option to enable if coupons are updated coupons. 

3. Order Functions: 

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  1. Customer Frequency: Select the frequency of for importing customers via Cron jobs.
    • Frequency Options: Every Hour, Twice A Day, Once A Day
  2. Import/Update Customers: Toggle option to enable importing / updating customers. 
  3. Order Frequency: Select the frequency of for importing orders via Cron jobs.
    • Frequency Options: Every Hour, Twice A Day, Once A Day
  4. Import Orders: Option to enable Importing Orders. To trigger the order import please enable the toggle option, select a date range and then save the page using the button at the bottom of the page. 
    • Calendar: Use the Calendar option to select the date period for the orders which you wish to import. 
    • Toggle: Use the toggle option to enable / disable the import orders feature. 
  5. Order Refund Frequency: Select the frequency of for importing order refunds via Cron jobs.
    • Frequency Options: Every Hour, Twice A Day, Once A Day
  6. Import Refund Orders: Toggle options to enable the feature to import orders refund options. 
  7. Odoo Customer Sync: Option to enable Importing Customers. To trigger the order import please enable the toggle option, select a date range and then save the page using the button at the bottom of the page. 
    • Calendar: Use the Calendar option to select the date period for the orders which you wish to import. 
    • Toggle: Use the toggle option to enable / disable the import customers feature. 

4. Export Settings Configuration: 

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Once you have configured the Odoo for WooCommerce plugin with your Odoo account you will be able to access the Import and Export functions. Under the Export settings tab you will be able to see the following options. 

1. Product Functions: 

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  1. Export Products Frequency: Select the frequency for exporting products via Cron jobs. 
    • Frequency Options: Every Hour, Twice A Day, Once A Day
  2. Exclude Product by Categories: Select the product categories to be filtered when exporting Products by categories. 
  3. Export Products: Toggle options to enable or disable the export product function feature.
    • Toggle Options: Enabled, Disabled. 
    • Manual Export Products: Use this option to manually trigger export the products. 
  4. Update Products: Toggle this option export the product details from WooCommerce to Odoo. 
  5. Synchronize Stocks: Toggle this option export the product details from WooCommerce to Odoo. 
  6. Synchronize Price: Toggle this option include the product price export details from WooCommerce to Odoo. 
  7. Export Categories Frequency: Select the frequency of for importing customers via Cron jobs.
    • Frequency Options: Every Hour, Twice A Day, Once A Day
  8. Export Categories: Toggle this option to enable the Categories export. 
  9. Export Attribute Frequency: Select the frequency of for exporting attributes via Cron jobs.
    • Frequency Options: Every Hour, Twice A Day, Once A Day
  10. Export Attribute: Toggle this options to enable the attribute export. 

2. Discount Functions: 

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Coming Soon. Please reach out to OPMC directly for documentation regarding these features. 

3. Order Functions: 

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  1. Export Order Sync: Option to enable Exporting Products. To trigger the order export please enable the toggle option, select a date range and then save the page using the button at the bottom of the page. 
    • Calendar: Use the Calendar option to select the date period for the orders which you wish to export. 
    • Toggle: Use the toggle option to enable / disable the export orders feature.
  2. Export Product Sync: Option to enable Exporting Products. To trigger the products export please enable the toggle option, select a date range and then save the page using the button at the bottom of the page. 
    • Calendar: Use the Calendar option to select the date period for the products which you wish to export. 
    • Toggle: Use the toggle option to enable / disable the export products feature. 
  3. Export Customer Sync: Option to enable Exporting Customers. To trigger the order import please enable the toggle option, select a date range and then save the page using the button at the bottom of the page. 
    • Calendar: Use the Calendar option to select the date period for the customers which you wish to export. 
    • Toggle: Use the toggle option to enable / disable the export customers feature. 

5. Work with Product Categories

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Product categories can be imported, exported and synced with the Odoo for WooCommerce Plugin. 

  1. Importing/Exporting Product Categories.

    The process for enabling import and exporting of Product Categories is the same. There is an option to enable each on the Import Settings Page and the Export Settings page. To Import/Export Product Categories use the option found on the settings page. Enable the toggle setting which is either Import Import Categories for importing from Odoo to WooCommerce or Export Categories for exporting from WooCommerce to Odoo. 

    The image above shows the Export Categories option found on the Export Settings Page. 

  2. Filtering Imports / Exports using Product Categories.


    Filtering product Imports/Exports and Sync is can now be done with the Odoo plugin. This allows you to work with products on both systems which are not included in the imports / exports or automatic syncs. To use the filtering by Product Category feature access and select the required categories in the multi-line select input field on the Import Settings Page and Export Settings Page. Make sure you select the categories and then save the settings page. If the category is not highlighted once the page is refreshed then the settings have not saved. Please reselect and save the settings page

    Multiple categories can be selected by using the Shift or Select key on your keyboard and selecting the categories. 

6. Accessing the Plugin Settings – In-depth Guide for each Odoo Version. 

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Enterprise Edition

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  1. Click on the following link to go to the Official Odoo Website and to sign up and activate your free trial. You will need to update to a paid Odoo account to connect the plugin to your WooCommerce store. 
  2. Select the following Odoo Modules to integrate with your WooCommerce store: Sales, Invoicing, Accounting, and Inventory are essential apps and required for the plugin to work. Click Continue.

  1. Fill up your credentials and click Start Now.

  2. Respond to the confirmation email, set password and click Activate Your Database for account activation.

Community Edition

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This is the free, open-source version with basic features. It’s typicaly self-hosted, meaning you’ll need your own server infrastructure. Download Community edition from here and for installation process click here

Server URL

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For Enterprise Edition

  1. For Server URL sign in to odoo account select the name of your company displaying at the top right corner and click on My Databases.

  2. Select Connect in front of the Database you want to connect with your website.

  3. Copy the URL of the page, for example, https://xyz. odoo.com

  4. Paste it in Server URL tab.

For Community Edition

Copy and paste your default URL for the selected database of odd into Server URL.

For Example, In the below-mentioned case, it would be http:// testsite. com

Note: Do not add a forward slash at the end of your URL “/”


Database Name

Enterprise Edition

Goto: Odoo website > My Databases page.

Community Edition

Click on Manage Databases from the main login window.

Copy database name you want to connect.

Now, insert database name in Database Name tab associated with Server URL.

Username

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Enterprise Edition

You can find the username here.

Community Edition

For Community Edition, the default email will be your username.

Now, Copy and paste the username associated with your odoo account.

Password / API Key

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Password

Insert password of your Odoo account 

API Key Access

For API Access goto Settings > General settings

Scroll at the bottom of the tab and click on Activate the developer mode.

On the top-right corner click on your Profile name and select preferences ( or My Profile in older version of Community edition ) from the dropdown menu.

Select Account Security and click on NEW API KEY

Enter your default password if asked.

If asked enter the purpose of the API key. Could be anything and then click GENERATE KEY button.

Copy API Key and save it to a secure place for future use.

 

Now, paste API key in Password/API key tab

Debug Log

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Debug log allows you to record and see events and API requests. Useful for developers while debugging any event. 

Logged file can be found at WooCommerce > Status > Log

 

WooCommerce SKU to Barcode Mapping (Internal Reference) 

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Odoo SKU Mapping tab is used to export SKU as an odoo’s internal reference or barcode, or import barcode or internal reference as an SKU. Select the one that is preferable for your odoo CRM. 

Note: All product in Odoo should have either an Internal Reference or Barcode. For certainty, use input values into both.  Make sure to save changes by clicking on Save Changes button at the bottom of every tab to save your settings.

Enable Inventory Sync

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To Enable Inventory Sync you will need to configure the settings on the Import section of the settings page. Your wooCommerce product inventory is synched into your odoo inventory app according to the frequency set with Cron Frequency.

Note: The inventory sync is manages through the Import and Export settings page of the Odoo plugin. You can enable the Cron job which will automatically trigger the inventory import, or use the manual import products button to trigger a manual import. 

7. Other Account Settings

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These accounts may load based on your settings in odoo after successful integration based on your settings in odoo and country settings. Choose the default option for your wooCommerce store that best describe your accounts, debtor accounts, tax types and so on. 

Note: If these don’t load, the plugin has already selected the default settings from your odoo CRM based on your country.  

1. Select GST/ Tax / Shipping Tax Type

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These tabs appear based on the country or state you are dealing in, taxes are imported from your odoo account and you can select the one from the dropdown menu according to your need. And click Save changes.

2. Select Account Type

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Select an account type for your customers buying at your WooCommerce store according to your suitability for your odoo account.

3. Select Debtors Account

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Select debtors account for your odoo account based on the intent of your customers and products or services you are providing. 

8. Import Settings

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9. Export Settings

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Note: To trigger the manual export of products to Odoo enable the setting ‘Export Products’ and when you click ‘Save’ the page will reload and trigger the export. 

10. FAQs

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How do I import or update products from Odoo automatically?

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There is an import setting that should be enabled to import products automatically. 

This is accessed here:

WooCommerceSettingsIntegration → odoo Integration →  Import tab

Enable following:

  • Import products
  • Update products
  • Synchronise stocks
  • Synchronise price
  • Import categories
  • Import Attributes

Also, set the frequency to initiate the cron job. 

To trigger the import manually, use the ‘Manual Import Products’ button found under the import tab. 

How do I export or update  products from Odoo automatically?

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Export settings should be enabled to export products automatically. 

This is accessed here:

WooCommerceSettingsIntegration → odoo Integration →  Export tab

Enable following:

  • Export products
  • Update products
  • Synchronise stocks
  • Synchronise price
  • Export categories
  • Exportt Attributes

Also, set the frequency to initiate the cron job. 

To trigger the manual export of products to Odoo enable the setting ‘Export Products’ and when you click ‘Save’ the page will reload and trigger the export. 

Error code 404 issues showing up or redirecting you to another page?

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This usually occurs when another plugin is interfering with the plugin operations. To solve this, simply disable all plugins temporarily and continue by activating plugins one-by-one. 

If this error is still occurring, please reach out to our support team by raising a WooCommerce ticket here- https://woocommerce.com/my-account/create-a-ticket/ and mention you have disabled other plugins, so, we can take the next steps necessary. 

Having configuration issues? 

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The most common mistake is initially setting up the plugin. It is very easy to get the API keys wrong, so please ensure these steps are done accurately via the document below.

https://woocommerce.com/document/odoo-for-woocommerce/#section-4

How this plugin sync orders?

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Orders are synced directly to the Odoo account when customers have processed them. When an order is placed in your WooCommerce store, the invoice is generated automatically in Odoo.


For cron job, make sure you have enabled Order Functions from export, and/or import tabs as per your preference and save changes. There are certain settings based on your odoo CRM settings for orders in the odoo integration settings such as Select Account Type, Select Debtors Account and Select Tax Type explained above

 

QuestionsAnswer
Can the Odoo Plugin support Product Bundles from WooCommerece when syncing with OdooNo – at this stage this is not a feature supported by the plugin.
Can the Odoo Plugin Sync Variable Products from WooCommerce to Odoo? Yes – The plugin will sync variable products from WooCommerce to Odoo. Within Odoo these will be each variation of the product will be a seperate product in the Odoo Database.
Can the Odoo Plugin Sync Variable Products from Odoo to WooCommerce? No – The plugin will not sync variable products from Odoo to WooCommerece. As Variable products is not enabled by default this is not supported by the plugin.