Databases & CRM
Set up Odoo (ERP)
Connect an Odoo ERP. It reads your customers, sales orders, invoices, leads and products and how they relate, and turns each into a record the assistant reasons over — with order and invoice totals summarised per customer, and attached files (invoice PDFs and the like) brought in as documents. Read-only.
- In Odoo open Preferences → Account Security → New API Key (or use the user's password); prefer a read-only user.
- Documents → Odoo, enter the Odoo URL, database name and login, and paste the API key.
- Choose access groups, Test, then Sync.
Read-only — only authenticate, search and read calls are ever made. Only customer invoices and vendor bills count as invoices (journal entries are left out), totals are summarised per customer, and the chatter thread (logged notes and emails) comes in as dated activity. Archived records are not synced.
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Last updated 29 Aug 2026