{"id":8111,"date":"2022-09-15T10:47:59","date_gmt":"2022-09-15T08:47:59","guid":{"rendered":"https:\/\/beta.close.technology\/formscrm-odoo-documentation\/"},"modified":"2026-04-30T10:16:21","modified_gmt":"2026-04-30T08:16:21","slug":"odoo","status":"publish","type":"documentacion","link":"https:\/\/close.technology\/en\/documentation\/formscrm\/odoo\/","title":{"rendered":"Odoo"},"content":{"rendered":"\n<p>This is the documentation for the <a href=\"https:\/\/close.technology\/wordpress-plugins\/formscrm\/\">FormsCRM<\/a> plugin and its <a href=\"https:\/\/close.technology\/wordpress-plugins\/formscrm-odoo\/\" data-type=\"product\" data-id=\"2783\">FormsCRM Odoo<\/a> extension.<\/p>\n\n\n\n<div class=\"wp-block-rank-math-toc-block\" id=\"rank-math-toc\"><h2>Tabla de Contenido<\/h2><nav><ul><li class=\"\"><a href=\"#configuracion\">Configuration<\/a><\/li><li class=\"\"><a href=\"#recomendaciones\">Recomendation<\/a><\/li><li class=\"\"><a href=\"#modulos-campos-y-valores-esperados\">Modules, Fields and Expected Values<\/a><\/li><li class=\"\"><a href=\"#versiones-probadas-de-odoo\">Tested versions of Odoo<\/a><\/li><li class=\"\"><a href=\"#casos-de-uso\">Use Cases<\/a><\/li><li class=\"\"><a href=\"#idiomas\">Languages<\/a><\/li><li class=\"\"><a href=\"#gravity-forms-nueva-cita-calendario\">Gravity Forms > Odoo New Calendar Appointment<\/a><\/li><li class=\"\"><a href=\"#registro-de-cambios\">Changelog<\/a><\/li><\/ul><\/nav><\/div>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to connect WordPress Forms with Odoo\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/lnhC85JK7pY?feature=oembed&#038;enablejsapi=1&#038;origin=https:\/\/close.technology\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"configuracion\">Configuration<\/h2>\n\n\n\n<p>To connect to Odoo, we need the following data:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>URL<\/td><td>Url of the direct installation with Odoo.<\/td><\/tr><tr><td>User<\/td><td>User that has been created to establish the connection with Odoo, which is an email.\n<\/td><\/tr><tr><td>API Password<\/td><td>To get it, you must go to Profile &gt; Security of the &gt; account and add a new API developer password. Then copy and paste into the selected area.\n<\/td><\/tr><tr><td>Odoo Database<\/td><td>We enter Settings &gt; Activate developer mode (with assets)<br>In the upper right, the database name is between (). Example: User (Db name)<br>Or you can also navigate to the address: \/web\/database\/list<br>and you will have the list of databases in that installation.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n<div class=\"gb-container gb-container-f4f79eff\">\n\n<h2 class=\"wp-block-heading\" id=\"recomendaciones\">Recomendation<\/h2>\n\n\n\n<p>We recommend these fields to use in the merge options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>LEAD Email (email_from): For the lead email.<\/li>\n\n\n\n<li>LEAD Mobile (mobile): for the mobile number.<\/li>\n\n\n\n<li>LEAD Opportunity (name): Opportunity name.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"modulos-campos-y-valores-esperados\">Modules, Fields and Expected Values<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"contactos-res-partner\">Contacts (res.partner)<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Field<\/td><td>Database Name<\/td><td>Type<\/td><td>Observations<\/td><\/tr><tr><td>Name<\/td><td>name<\/td><td>string<\/td><td><\/td><\/tr><tr><td>Complete name<\/td><td>complete_name<\/td><td><\/td><td><\/td><\/tr><tr><td>Position<\/td><td>title<\/td><td>string<\/td><td>Contact\u2019s job position<\/td><\/tr><tr><td>Email<\/td><td>email<\/td><td><\/td><td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"versiones-probadas-de-odoo\">Tested versions of Odoo<\/h2>\n\n\n\n<p>This plugin has been tested on Odoo versions from version 10 onwards.\n\n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"casos-de-uso\">Use Cases<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"idiomas\">Languages<\/h2>\n\n\n\n<p>If you need to store the user\u2019s default language so that the interface adapts accordingly, you can use the <strong>lang<\/strong> field and set the desired language code, such as es_ES or en_GB.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"contact-form-7-nueva-cita-calendario\">Contact Form 7 &gt; Odoo New Calendar Appointment<\/h3>\n\n\n\n<p>It is necessary to change the names and IDs of the organizers while maintaining the same format.<\/p>\n\n\n\n\n\n<p>Fields used:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"917\" height=\"1024\" src=\"https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-917x1024.png\" alt=\"Appointment Form Fields\" class=\"wp-image-7173\" srcset=\"https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-917x1024.png 917w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-269x300.png 269w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-768x857.png 768w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-255x285.png 255w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-1376x1536.png 1376w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-600x670.png 600w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita.png 1514w\" sizes=\"(max-width: 917px) 100vw, 917px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"gravity-forms-nueva-cita-calendario\">Gravity Forms &gt; Odoo New Calendar Appointment<\/h2>\n\n\n\n<p>With this Gravity Forms form, we can collect client appointments and send them directly to our calendar.<\/p>\n\n\n\n<p><a href=\"https:\/\/close.technology\/wp-content\/uploads\/gravity_forms\/gravity-forms-nueva-cita-calendario.json\" download=\"\">Download Form ( JSON )<\/a><\/p>\n\n\n\n<p>Fields used:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"890\" height=\"1024\" src=\"https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-890x1024.png\" alt=\"Custom fields for new Odoo calendar event \" class=\"wp-image-7179\" srcset=\"https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-890x1024.png 890w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-261x300.png 261w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-768x884.png 768w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-248x285.png 248w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-1335x1536.png 1335w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-600x690.png 600w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image.png 1566w\" sizes=\"(max-width: 890px) 100vw, 890px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"registro-de-cambios\">Changelog<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">= 1.3.2 =<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fixed: Relation fields (source_id, medium_id, campaign_id, category_id, tag_ids) now resolve correctly to Odoo IDs by name, creating the record if not found.<\/li>\n\n\n\n<li>Fixed: many2one fields sent as integer, many2many fields sent with correct ORM command syntax.<\/li>\n\n\n\n<li>Fixed: Dynamic fields not sending correctly.<\/li>\n\n\n\n<li>Fixed: License settings page not showing correctly.<\/li>\n\n\n\n<li>Fixed: License Manager not working correctly.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">= 1.3.1 =<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Added: Expert Mode.<\/li>\n\n\n\n<li>Enhanced: Adds categories by name and creates if not found.<\/li>\n\n\n\n<li>Fixed: Dynamic fields not sending correctly.<\/li>\n\n\n\n<li>Changed to new License Manager.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-3-0\">= 1.3.0 =<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It shows connection errors with the Odoo API.<\/li>\n\n\n\n<li>Filtered fields for easier management.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-2-2\">= 1.2.2 =<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It prevents errors when there is a field list and a custom module.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-2-1\">= 1.2.1 =<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Better error handling.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-2-0\">= 1.2.0 =<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>New connection mode: JSON-RPC.<\/li>\n\n\n\n<li>New dynamic reading modules for Odoo.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-1-0\">= 1.1.0 =<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Added CRM Lead Module. Create Deals and Contact related.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-0-5\">= 1.0.5 =<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fix english domain.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-0-4\">= 1.0.4 =<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fix error for getting fields.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-0-3\">= 1.0.3 =<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fix: Errors in admin if not actived PHP XML RPC.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-0\">= 1.0.2 =<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Hotfix was not loading the modules and fields correctly.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-0-1\">= 1.0.1 =<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Hotfix modules were not loading field options.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-0-2\">= 1.0.0 =<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>First version. Added to extensions<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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 &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"Odoo\" class=\"read-more button\" href=\"https:\/\/close.technology\/en\/documentation\/formscrm\/odoo\/#more-8111\" aria-label=\"Read more about Odoo\">Read more<\/a><\/p>\n","protected":false},"featured_media":0,"parent":9913,"menu_order":0,"template":"","class_list":["post-8111","documentacion","type-documentacion","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/documentacion\/8111","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/documentacion"}],"about":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/types\/documentacion"}],"version-history":[{"count":4,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/documentacion\/8111\/revisions"}],"predecessor-version":[{"id":10762,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/documentacion\/8111\/revisions\/10762"}],"up":[{"embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/documentacion\/9913"}],"wp:attachment":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/media?parent=8111"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}