What you need from Odoo
1
A dedicated integration user
Not a person’s login. When someone leaves and their account is deactivated, an
integration on a personal login goes down with them. The user needs create and write
access to CRM.
2
An API key for that user
In Odoo: Preferences → Account Security → New API Key. Odoo shows it once. On Odoo
Online, API keys require two-factor authentication on the account first.
3
The database name
Settings → General Settings → Developer Tools, or visible in the URL on Odoo Online.
An Odoo server can host several databases, so it cannot be inferred from the address.
Connecting
Integrations → Odoo CRM, then fill in the instance URL (the root address, no trailing path), database, Odoo login and API key. Press Test connection first. We authenticate against your instance and report what Odoo actually said — far more useful than discovering the problem later through leads that never arrive.Saving always re-tests. A connection cannot be stored unverified, which rules out the
failure mode where an integration looks connected and has never worked.
Two optional settings
- Create leads as — Opportunities or Leads. Most Odoo setups hide the separate Leads stage, so Opportunities is the default and usually correct.
- Sales team ID — file everything under one Odoo sales team. Leave empty to let Odoo route.

