Integrate Cloud Voice with Odoo CRM

This topic describes how to integrate Cloud Voice with Odoo CRM.

Prerequisites

Odoo
  • Hosting type: Odoo Online
  • Edition: Odoo Enterprise
  • Version: Odoo 14.0 or later
  • Account: Use Administrator account of the Odoo database for integration.
  • Collect the following information from your Odoo database:
    • The name of the database where Odoo CRM is installed.
    • The domain name of the database where Odoo CRM is installed.
PBX server
  • Firmware: Version 84.21.0.66 or later

Procedure

Step 1. Generate an API Key on Odoo

Generate an API key on Odoo for integrating with Cloud Voice.

  1. Log in to the Odoo Database Manager with an administrator account.
  2. Click Connect beside the database where Odoo CRM is installed.

  3. In the Odoo dashboard page, click the account button at the top-right corner, then select Preferences.

  4. In the pop-up window, click the Account Security tab, and click NEW API KEY.

  5. On the New API Key page, enter the description for this API key, and click GENERATE KEY.

  6. Note down the API key, and click DONE to close this page.

    The API key will be used to authorize Cloud Voice to access your Odoo's user data and CRM data using the API.

    Note: After the API key is generated, you cannot view the API key in the Odoo system. If you forget the API key, you can delete it and generate a new one.

Step 2. Connect Odoo CRM to Cloud Voice

  1. Log in to PBX web portal, go to Integrations > CRM > Odoo.

  2. Fill in the authentication information collected from Odoo.

    • Your Odoo Address: Enter the domain name of the database where Odoo CRM is installed.
    • Database Name: Enter the name of the database where Odoo CRM is installed.
    • Administrator Login Name: Enter the login email address of the Odoo administrator account.
    • API Key: Paste the API key created in Step 1.
  3. Click Save.
    A pop-up window displays the authentication result.

  4. Click OK to confirm.
    The Status field displays Connected, indicating that Cloud Voice is successfully connected to Odoo CRM.

Step 3. Associate Odoo CRM users with PBX extensions

  1. On the CRM integration page of the PBX, click beside the Odoo User to obtain the latest list of Odoo CRM users.

  2. Associate the Odoo users with PBX extensions.
    Note: PBX automatically retrieves Odoo users of all types (Internal, Portal, and Public Users). You only need to associate PBX extensions with the Odoo users who require it.
    Associate automatically

    If users bind the same email address to their Odoo accounts and PBX extensions, you can implement automatic association of their Odoo accounts and PBX extensions as follows:



    1. Click the Associate Automatically button.
    2. In the pop-up window, click OK.
    3. Click Save.
    Associate manually
    If users bind different email addresses to their Odoo accounts and PBX extensions, you need to manually associate these users' Odoo accounts and PBX extensions as follows.


    1. In the Extension / Extension Group field beside the Oddo user, click .
    2. In the pop-up window, select the desired user's extension(s).
    3. Click Confirm.
    4. Click Save.

Result

  • The integration of Cloud Voice and Odoo CRM is completed.
  • Odoo users in the database can make or receive calls with their PBX extensions.

What to do next