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Connect Spendesk to Odoo

Updated this week

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;

  • You must have the same language set in your Odoo and Spendesk accounts before starting connection, so that data matching of your accounting data is done correctly in Spendesk.

Connection steps

Once you have the feature granted by Spendesk, you can switch integration on your Spendesk account, and proceed with the initial configuration on Odoo.

Step 1 - Switch integration on Spendesk

  1. Go to Spendesk and 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.

Step 2 - Initial configuration on Odoo

  1. 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 DB name by clicking My databases in the top right corner.

    • Find your user name by clicking Preferences in the top right corner select the tab Preferences, and choose the Email which is the email of the Administrator account, that is expected in the user name field for connection.

    • Create an API key by clicking Preferences in the top right corner. Select the tab 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.

  2. Then select the subsidiary you want to connect in the dropdown and click Submit.

  3. 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.

  4. 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.

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