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

Configuration

To connect with Odoo, we need the following data:

URLUrl of the direct installation with Odoo.
UserA user that was created to establish the connection to Odoo.
API PasswordYou 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 DatabaseEnter 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.

Tested versions of Odoo

This plugin has been tested in Odoo versions:

  • Odoo 10
  • Odoo 11
  • Odoo 12
  • Odoo 13
  • Odoo 14
  • Odoo 15
  • Odoo 16

WordPress Plugins

FormsCRM Odoo

Connect WooCommerce Holded

FormsCRM Inmovilla

Changelog

FormsCRM vTiger

WPSPA Spanish WooCommerce

Integrations

BOT Clientify Holded

BOT Clientify Inmovilla

BOT Clientify Gesintur

BOT Shopify Holded

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