Documentation FormsCRM Odoo | Close·technology

This is the documentation for the FormsCRM Plugin and its FormsCRM Odoo extension.

Configuration

To connect with Odoo, we need the following data:

URL	Url of the direct installation with Odoo.
User	A user that was created to establish the connection to Odoo.
API Password	You have to go to your profile > Account Security > and add a new API Password for developer. After, copy and paste in the selected area.
Odoo Database	Enter Settings > Activate developer mode (with assets) at the top right, the database name is between (). Example: User (Db name)

For Odoo Online instances (<domain>.odoo.com), users are created without a local password (as a person you are logged in via the Odoo Online authentication system, not by the instance itself). To use XML-RPC on Odoo Online instances, you will need to set a password on the user account you want to use:

Log in your instance with an administrator account.
Go to Settings ‣ Users & Companies ‣ Users.
Click on the user you want to use for XML-RPC access.
Click on Action and select Change Password.
Set a New Password value then click Change Password.

The server url is the instance’s domain (e.g. https://mycompany.odoo.com), the database name is the name of the instance (e.g. mycompany). The username is the configured user’s login as shown by the Change Password screen.