{"id":1714,"date":"2022-09-22T17:00:18","date_gmt":"2022-09-22T15:00:18","guid":{"rendered":"https:\/\/close.technology\/en\/?page_id=1714"},"modified":"2024-08-16T12:26:08","modified_gmt":"2024-08-16T10:26:08","slug":"formscrm-odoo-documentation","status":"publish","type":"page","link":"https:\/\/old.close.technology\/en\/documentation\/formscrm-odoo-documentation\/","title":{"rendered":"FormsCRM Odoo \u2013 Documentation"},"content":{"rendered":"\n<p>This is the documentation for the FormsCRM plugin and its <a href=\"https:\/\/close.technology\/wordpress-plugins\/formscrm-odoo\/\" data-type=\"product\" data-id=\"2783\">FormsCRM Odoo<\/a> extension.<a href=\"https:\/\/close.technology\/wordpress-plugins\/formscrm\/\"><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">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.<\/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.<\/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\n<h2 class=\"wp-block-heading\">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\">Tested versions of Odoo<\/h2>\n\n\n\n<p>This plugin has been tested on Odoo versions: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Odoo 10<\/li>\n\n\n\n<li>Odoo 11<\/li>\n\n\n\n<li>Odoo 12<\/li>\n\n\n\n<li>Odoo 13<\/li>\n\n\n\n<li>Odoo 14<\/li>\n\n\n\n<li>Odoo 15<\/li>\n\n\n\n<li>Odoo 16<\/li>\n\n\n\n<li>Odoo 17<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Other documentation<\/h2>\n\n\n<div class=\"gb-grid-wrapper gb-grid-wrapper-2ed1c700\">\n<div class=\"gb-grid-column gb-grid-column-519a40b9\"><div class=\"gb-container gb-container-519a40b9\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-f7f19026 gb-headline-text\">Connect WooCommerce Holded<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-9c4fa00e\">\n\n<a class=\"gb-button gb-button-41033c4c gb-button-text\" href=\"https:\/\/close.technology\/en\/documentation\/connect-woocommerce-holded-documentation\/\">Documentation<\/a>\n\n<\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-714a9167\">\n\n<a class=\"gb-button gb-button-db607e90 gb-button-text\" href=\"https:\/\/close.technology\/en\/documentation\/connect-woocommerce-holded-changelog\/\">Changelog<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-4d5950fa\"><div class=\"gb-container gb-container-4d5950fa\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-4924ff93 gb-headline-text\">Connect WooCommerce Odoo<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-98e00763\">\n\n<a class=\"gb-button gb-button-dee8030c gb-button-text\" href=\"https:\/\/close.technology\/en\/connect-woocommerce-odoo-documentation\/\">Documentation<\/a>\n\n<\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-bfcdccd7\">\n\n<a class=\"gb-button gb-button-847a0525 gb-button-text\" href=\"https:\/\/close.technology\/en\/connect-woocommerce-odoo-registration-changes\/\">Changelog<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-240cc302\"><div class=\"gb-container gb-container-240cc302\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-60a1154c gb-headline-text\">FormsCRM vTiger<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-92f81c69\">\n\n<a class=\"gb-button gb-button-6ec06895 gb-button-text\" href=\"https:\/\/close.technology\/en\/documentation\/formscrm-vtiger-doc\/\">Documentation<\/a>\n\n<\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-5f839326\">\n\n<a class=\"gb-button gb-button-5bafb700 gb-button-text\" href=\"https:\/\/close.technology\/en\/documentation\/formscrm-vtiger-registro-de-cambios\/\">Changelog<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-f7361328\"><div class=\"gb-container gb-container-f7361328\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-3e3634bb gb-headline-text\">FormsCRM Odoo<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-f74ed10b\">\n\n<a class=\"gb-button gb-button-0c3e6bee gb-button-text\" href=\"https:\/\/close.technology\/en\/documentation\/formscrm-odoo-documentation\/\">Documentation<\/a>\n\n<\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-2eb11850\">\n\n<a class=\"gb-button gb-button-fddbf397 gb-button-text\" href=\"https:\/\/close.technology\/en\/documentation\/formscrm-odoo-changelog\/\">Changelog<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n<\/div>\n\n\n<div style=\"height:38px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>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 User who has &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"FormsCRM Odoo \u2013 Documentation\" class=\"read-more button\" href=\"https:\/\/close.technology\/documentacion\/formscrm-odoo-documentacion\/#more-2878\" aria-label=\"More on FormsCRM Odoo \u2013 Documentation\">Read more<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1323,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"editor_notices":[],"footnotes":""},"class_list":["post-1714","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/old.close.technology\/en\/wp-json\/wp\/v2\/pages\/1714","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/old.close.technology\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/old.close.technology\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/old.close.technology\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/old.close.technology\/en\/wp-json\/wp\/v2\/comments?post=1714"}],"version-history":[{"count":5,"href":"https:\/\/old.close.technology\/en\/wp-json\/wp\/v2\/pages\/1714\/revisions"}],"predecessor-version":[{"id":3195,"href":"https:\/\/old.close.technology\/en\/wp-json\/wp\/v2\/pages\/1714\/revisions\/3195"}],"up":[{"embeddable":true,"href":"https:\/\/old.close.technology\/en\/wp-json\/wp\/v2\/pages\/1323"}],"wp:attachment":[{"href":"https:\/\/old.close.technology\/en\/wp-json\/wp\/v2\/media?parent=1714"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}