Spendesk supports a native integration with Odoo, allowing you to seamlessly export your payables and synchronize your accounting data.
To access this integration with Odoo, you need us to grant you access beforehand. Please contact your Customer Success Manager or Account Manager.
Prerequisites:
Version of Odoo must be version 13 and above for Odoo.sh & Odoo SaaS;
Pricing plan 'Custom' is necessary for the activation of the integration;
You must be an Administrator in Odoo;
You must be an Account Owner in Spendesk.
Connection steps
After a successful connection you will be redirected back to the Accounting Setup page on Spendesk where you will see the status of your connection. Your chart of accounts, tax codes, analytical plans and suppliers will be pulled from Odoo in the background.
Step 1 - Switch integration on Spendesk
Step 1 - Switch integration on Spendesk
Go to Spendesk and navigate to Settings > Accounting Setup and click Switch Integration.
Choose Odoo in the dropdown.
Read through an explanation of what switching an accounting integration means and click Continue.
Click Switch Integration.
Step 2 - Initial configuration on Odoo
Step 2 - Initial configuration on Odoo
Go to Odoo in order to configure your Odoo account and connect to it. Enter your Odoo connection details: Odoo URL, DB name, user name and API key. Follow these steps for more details.
Find your Odoo URL when on Odoo.
Find your version of Odoo under Configuration > Settings > General Settings, scroll all the way down to the About section to find it.
Find your accounting database name by clicking My databases in the top right corner.
Create an API key by clicking Preferences in the top right corner. Select Account Security, scroll down and click on New API Key. When creating a new API key, select Persistent key so that it doesn't expire.
Then select the subsidiary you want to connect in the dropdown and click Submit.
Choose a Name for your connection, such as 'Spendesk' for instance, and define the Analytical/cost axis to activate. Set the value to 'Not active' if your version does not cover analytical/cost accounting.
Click Authorise to finalise the connection. You will be redirected to an Odoo page to authenticate your account.
After a successful connection you will be redirected back to the Accounting Setup page on Spendesk where you will see the status of your connection. Your chart of accounts, tax codes, analytical plans and suppliers will be pulled from Odoo in the background.
Next steps
You can now start the configuration of Spendesk to use Odoo accounting setup.