Odoo Integration Suite

Odoo Integration Suite

Welcome to Odoo Integration Suite

App Name: Odoo Integration Suite
Developed by: ESTS (Expound Soft Tech Solution)

Thank you for installing Odoo Integration Suite!
This app is designed to seamlessly integrate your Shopify store with Odoo, helping you manage products, customers, and orders effortlessly — all in one place.

You can also to see tutorial  User Guide Tutorial

Key Features

  • Sync Products: Instantly sync products from your Odoo account into your Shopify store with a single click.
  • Sync Customers: Easily sync your Shopify customers to Odoo for unified record management.
  • Sync Orders: Sync Shopify orders to Odoo to keep your accounting and inventory perfectly synchronized.

With just one app, you can manage multiple essential operations between Shopify and Odoo — saving time and reducing manual effort.

What You’ll Learn

In the following sections, you’ll learn how to set up and use the app effectively:

  • Section 1: Setting up your Shopify store with Odoo
  • Section 2: User Guide and detailed synchronization steps

Note: Before proceeding, please ensure that you already have an active Odoo account. If you don’t have one yet, create it then proceed.

Once your Odoo account are ready, you can continue with connecting your Shopify store to Odoo.

 

Section 1: Set Up Shopify Store with Odoo

Before you can start synchronizing data between Odoo and your Shopify store, you’ll need to establish a secure connection between the two platforms.

This setup process is quick and straightforward. Simply follow the guided steps provided below. If you encounter any difficulties, our support team is always available to assist you.

We’ve also included step-by-step images throughout this section to help you fill in the required fields easily and confidently.

Once you’ve selected your desired plan, go to the “Connection” tab. There, you’ll find the fields needed to connect your Odoo account — similar to the example shown below.

 

 

 

Copy database name from here. For example in above image the name of odoo database is “veercompany”. So just copy it and paste as highlighted below image.

 

 

o  Now Paste the Email id also. Make sure Email ID should be exact which you use to login your Odoo account.

o  Now to get ODOO URL and API KEY click on “connect” button. 

As you click on connect you will redirect on page where you will get your ODOO URL see below screenshot

 

Carefully copy URL as we have highlighted in above image, if anything is wrong then you won’t be able to connect your store with Odoo.

Now copy and paste ODOO URL in desired section.

 

 

Now if you already have ODOO API KEY then paste it in ODOO API KEY section and skip this step, else continue, go to settings -> user tab -> user -> select user -> security tab -> add api key (button)

 

 

 

Create and get your API KEY and paste it in desired section.

 

Now finally click on “Connect”. If all details are filled correctly then you can see status “connected”. If not they try again with valid credentials.

 

 

 

 

If you can see message like above then Congratulations!!!, You have successfully connected your Shopify store with your Odoo.

 

Section 2: Now Let’s Start Tax Mapping, so that whenever a Shopify order is synced to Odoo the appropriate taxes are applied automatically.

 

To do, go to Tax Mapping section

 

Next, click on “Load Taxes” button. As you click on it you will see list of all Shopify tax, with option of Odoo tax that are currently active in Odoo. All the active taxes will see here automatically.

 

Now you can select the appropriate tax that you want to map with. And finally click on “Save Mapping”.

Settings:

After setup Tax Mapping, you can visit Settings tab

Here you can see separate tabs for Product, Customer, and Order Settings.

o  Product Settings

o  Customer Settings

o  Order Settings 

Product Settings:

 

 

Here you can select whether you want to sync your Shopify Product to Odoo automatically or not. Here Automatically means if you want that the products will automatically create in Odoo as you create in your Shopify store so you can select option “Only When Product Is Created”. Similarly, if you want to also update product while update in Shopify then you can select “When product is created or updated”.

 

Sync Options

Here are couple of option that you can select that when you manually sync your Shopify store’s product to Odoo.

  1.  Product Images
  2.  Price
  3.  QTY
  4.  Description 

By default, all the things will sync during manually sync, but if you don’t want to sync some things then you can unselect it. 

Customer Settings:

Similarly, you can also select if you want to automatically sync Shopify’s store customer to Odoo during create / update in Shopify store. 

If you don’t want to sync customer address then you can unselect “Customer Address”. By default, it will also send customer’s address.

 

 

Order Settings:

Just like Product and customer you can also select whether you want to automatically create Sales order / Invoice in Odoo while create / received order in your Shopify store.

 

You have now completed the Settings section.

Please note that all settings are optional. Your app will work smoothly even if you begin syncing immediately after connecting your Shopify store with Odoo and Tax Mapping.

By default, the Automatic Sync feature for products, customers, and orders is disabled. If you would like to use automatic synchronization, you can enable it at any time.

This feature is disabled by default because it consumes API calls and counts toward the limits of the plan you have selected.

 

Manually Sync

 

You can sync your Shopify Product, Customer and Order.

Product

To start Product sync just click on Product. As you click on it you can see something like this.

 

Here you can see list of all your Shopify store’s product.

You can now select one or multiple products to sync with Odoo.

You also have the option to sync individual variants manually. However, we strongly recommend syncing the entire product to ensure consistent behavior with Shopify.

If you manually exclude certain variants and proceed with the sync, Shopify may still associate them with selected variants, which can lead to incorrect or misleading data in Odoo.

To avoid any inconsistencies, it is best to sync the complete product along with all its variants.

 

Directly open Odoo Product from here

 

Once you sync product, you can see an option “Open”. By click on it you can open this product in Odoo admin or website as well.

 

 

 

Reset

If any product or variant does not sync properly with Odoo for any reason, you can use the “Reset” option and try again.

If you want to reset a specific variant, click on “Reset.”
If you want to reset the entire product, click on “Reset Product.”

Please note that the reset feature only removes the mapping between Shopify and Odoo. It does not delete or remove the product from either Shopify or Odoo.

However, to avoid duplicate records in Odoo, make sure you first delete or archive the previously synced product before syncing it again. Otherwise, a duplicate product with the same name may be created.

 

Customer

To start customer sync, click on Customer. Once you click on it, you will see a list of all customers from your Shopify store.

 

 

Here, you can select one or multiple customers to sync with Odoo.

Directly Open Odoo Customer

Once a customer is synced, you will see an “Open” option.
By clicking on it, you can directly open the customer record in Odoo.

 

Reset

If any customer does not sync properly with Odoo for any reason, you can use the “Reset” option and try again.

If you want to reset a specific customer, click on “Reset.”

Please note that the reset feature only removes the mapping between Shopify and Odoo. It does not delete or remove the customer from either Shopify or Odoo.

To avoid duplicate records in Odoo, make sure you first delete or archive the previously synced customer before syncing again. Otherwise, a duplicate customer record may be created.

 

Order

To start order sync, click on Order. Once you click on it, you will see a list of all orders from your Shopify store.

Here, you can select one or multiple orders to sync with Odoo.

 

 For accurate data transfer, we recommend syncing the complete order. This helps maintain consistency between Shopify and Odoo, including order lines, customer details, taxes, and totals.

You have 2 options to sync Shopify order to Odoo.

  1. Firstly, create Sales Order then Create Invoice (Recommended way)
  2. Direct Invoice without order 

When you click on “Sync” it will ask you to “create order” and other option is “Create Invoice (Without Order)”.

 

 

If you want to create “sales order” then invoice. For that click on Create order. It will create sales order in Odoo. And after create sales order as you again click on Sync it will ask to you create
Invoice.

 

 

Now as you click on “Create Invoice”. It will now create the invoice of this sales order. Which is recommended way.

While if you want to create invoice in Odoo directly without create its sales order. So, click on “Sync” and select “Create Invoice (Without Sales Order)”.

 

 

It will create Invoice in Odoo without creating its sales order.

Now you can choose any option according to your need.

 

Directly Open Odoo Order

Once an order is synced, you will see an “Open” option.
By clicking on it, you can directly open the order record in Odoo.

 

Reset

If any order does not sync properly with Odoo for any reason, you can use the “Reset” option and try again.

To reset a specific order, click on “Reset.”

Please note that the reset feature only removes the mapping between Shopify and Odoo. It does not delete or remove the order from either Shopify or Odoo.

To avoid duplicate records in Odoo, make sure you first delete or cancel the previously synced order before syncing again. Otherwise, a duplicate order may be created. 

That’s all about this app. If you need any help, you can find it in User Guide section. Still if you are facing any issue out of this section, related to our app or need help to setup we are here to help you please feel free to ask.

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