Authentication + Configuration

To integrate with an Odoo instance, we have to setup an

• In the Navigation Bar, select Data Sources

• On the right (in Data Sources), select Odoo as the Data Source and click the ADD DATASOURCE button

• Change the Server URL to:

  https://{myEnterpriseInstance}.dev.odoo.com

• Scroll to the bottom of the page and click UPDATE

• Click CONFIGURE

• On the first tab (Authentication), change the Base API Path to: https://{myEnterpriseInstance}.dev.odoo.com

• Leave the Authentication Types drop-down on Basic Authentication.

• Enter the Database name. You can find this in one of 2 ways:

1st option: To find the database name navigate to https://{myEnterpriseInstance}/web/database/selector

[This may be disabled for your instance]

2nd option: To find the database name navigate to

{YourOdooInstance} > Settings > Activate developer mode (right at the bottom)

After selecting this, the database name will be displayed in the top right corner

The database name is case sensitive.

• Enter the username and password.

• The configuration should look something like the image below:

• On the second tab (BOM Configuration) enter the version number in the form of 2 digits (e.g. 16, 17, or 18). [Do not append a version at the end (e.g. 18.3), only use 2 digits

• Click the SAVE button to save your connection details and close the form.

• Click AUTHENTICATE. If the configuration is successful, the Authentication Status will update and show Connected.

Primary and Alternative component identifiers

The primary and alternative identifiers can be used for product.product or product.template, though if you plan on using configurations, you would probably select a field for product.product

Configure the Primary and Alternative component Identifiers as follows:

• Primary Identifier: default_code

• Alternative Identifier: name

You can specify any Primary Identifier (field linked to the product.template model) that is used on product templates e.g. name, barcode. You can even use custom field names, as long as the field uniquely identifies the part (it must be a unique identifier)

An alternative identifier is that field which is used when no value (or a blank value) is found in the Primary Identifier

Odoo supports a number of types of authentication. The auth method supported in SharpSync is Basic. The configuration values in SharpSync are shown below.

Authentication

Base API path

This is the full link [including your customer id] to the Odoo Instance. Typically something like:

https://odoo.sharpsync.net

Authentication Types (see below**)

The type of authentication method to use when authenticating with NetSuite. We only support:

Basic

Database name

The name of the database in Odoo. Take note that it is case sensitive

odoo.app.17.713

Basic Auth Username

The name of the user connecting to Odoo.

[e-mail]

Basic Auth Password

The password used to connect with the associated username

Configuration

Major version of Odoo that you have (e.g. 17 or 16)

The version of Odoo that is installed and will be used. 2 digit number

17

If specified, use this custom property to display the name in the hierarchy

A property used to show the names of components in SharpSync.

name

If specified, loads additional properties from these models (each on new line)

Additional models to load custom property mappings for. These are custom per installation (if any)

vehicle.make
vehicle.model

Use this scheme to create new BOM revision names

This value defines the naming scheme to search for existing BOM names. It is calculated at runtime based on the Primary DataSource's row**

{rowData.componentName}_{rowData.cells.revision}

** For searching, this is based on the raw data from the Primary Source data before any Property Mapping rules (Import) have run. When a new BOM is created, the final value from the rows cells will be used. So if you manipulate the text in SharpSync to

1. Change from

2. Assembly A1, Rev A to

3. Assembly A1, Rev B

4. Then the Bill of Materials Name will be A1_Binstead of A1_A

** Authentication Types

• OAuth 2.0 - not support - contact us for implementation

• API Key - not currently supported

• Basic Auth (username / password) - supported