This is the documentation for the FormsCRM plugin and its FormsCRM Odoo extension.
Configuration
To connect to Odoo, we need the following data:
| URL | Url of the direct installation with Odoo. |
| User | User that has been created to establish the connection with Odoo, which is an email. |
| API Password | To get it, you must go to Profile > Security of the > account and add a new API developer password. Then copy and paste into the selected area. |
| Odoo Database | We enter Settings > Activate developer mode (with assets) In the upper right, the database name is between (). Example: User (Db name) Or you can also navigate to the address: /web/database/list and you will have the list of databases in that installation. |
Recomendation
We recommend these fields to use in the merge options:
- LEAD Email (email_from): For the lead email.
- LEAD Mobile (mobile): for the mobile number.
- LEAD Opportunity (name): Opportunity name.
Tested versions of Odoo
This plugin has been tested on Odoo versions:
- Odoo 10
- Odoo 11
- Odoo 12
- Odoo 13
- Odoo 14
- Odoo 15
- Odoo 16
- Odoo 17
