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Connect Spendesk and Odoo

Updated today

Follow these steps in order to Connect Spendesk to Odoo.

Prerequisites

  • The integration is enabled for Odoo versions 13 and above for Odoo.sh et Odoo SaaS.

  • A "custom" pricing plan is necessary for the activation of the integration with Odoo. (Odoo's Plans & Pricing)

  • The user must have admin permissions to enable the connection on Odoo preferences.

  1. In Spendesk navigate to Settings>Accounting Setup and click Switch Integration.

  2. Choose Odoo in the dropdown.

  3. Read through an explanation of what switching an accounting integration means and click Continue.

  4. Click Switch Integration.

  5. Enter your Odoo connection details: Odoo URL, DB name, user name, API key. Follow these steps for more details.

    1. Find your Odoo URL

    2. Find your version of Odoo under Configuration>Settings, scroll all the way down to the About section

    3. Find your accounting database name by clicking My databases in the top right corner

    4. Create an API key by clicking Preferences in the top right corner. Select Account Security and New API key. When creating a new API key select Persistent key so that it doesn't expire.

  6. Select the subsidiary you want to connect in the dropdown and click Submit.

  7. You will now be redirected back to the Accounting Setup page where you will see the status of your connection.

  8. Your chart of accounts, tax codes, analytical plans and suppliers will be pulled from Odoo in the background.

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