Odoo

Odoo is an all-in-one management software that offers a range of business applications forming a complete suite of enterprise management applications. It's an open source alternative to many traditional business management tools and is often used for ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), accounting, inventory management, project management, and more.

Key features of Odoo:

• Modular Structure
• Comprehensive ERP System
• Integrated Applications
• Customizable
• Community and Enterprise Editions
• Internationalization
• Integrated CRM
• Powerful Accounting
• E-commerce & Website Builder
• Marketing Tools
• Human Resources
• APIs for Integration

Due to its open source nature, Odoo has a strong community of developers continuously working on improvements and additional features. Businesses often choose Odoo when they require a comprehensive set of tools that can be customized to fit their unique processes and workflows.

Action:

Create a lead or opportunity: Creates a new CRM record as a lead or opportunity.

Connect with Odoo:

1. Log in to your Odoo account.

2. Navigate to Databases

3. Click the Create button.

4. Choose an app.

5. Click the Continue button.

6. Fill in name, e-mail address, website name, phone number, country, and language.

7. Click the Start now button.

8. Check your e-mail inbox for an e-mail by Odoo and click the Click to activate your database button.

9. Go to Mation and navigate to My Apps and Add a new connection choosing Odoo from the list.

10. Fill in the Host Name field with the Odoo host.

11. Fill in the Port field with the Odoo port.

12. Fill in the Database Name field with the Odoo database name.

13. Fill in the Email Address field with the e-mail address of the account that will be interacting with the database.

14. Go back to Odoo and navigate to your account and click the Preferences tab.

15. Go to the Account Security tab and click the New API Key button.

16. Enter your password in the dialogue and click the Confirm password button.

17. Fill in the description field and click the Generate Key button.

18. Copy your API key and click the Done button.

19. Go to Mation and paste the API key from your Odoo account into the API Keyfield.

20. Click the Submit button.

21. Your Odoo connection is now established.

22. Start using your new Odoo connection with Mation.

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    Do you encounter problems generating API Keys on Odoo? Odoo's API documentation explains how to create API keys.