> ## Documentation Index
> Fetch the complete documentation index at: https://docs.linkiasoft.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Odoo CRM

> Mirroring every lead into Odoo — what you need, how to connect, and what gets sent.

Every lead captured here — typed by hand, created through the API, or auto-created from a
conversation — is mirrored into your Odoo and stays in step as it moves through the
pipeline.

**The sync is one-way.** Linkiasoft is the source of truth; Odoo receives a copy. Changes
made inside Odoo are not read back.

## What you need from Odoo

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

<Note>
  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.
</Note>

## 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.

## Status

**Needs attention** means Odoo rejected something. The **Odoo reported** line carries their
error verbatim — usually an expired API key, a deactivated user, or a permission the
integration user lost.

The API key is stored encrypted and never shown again, so changing any setting requires
re-entering it.

## Leads never slow down

Mirroring runs on a queue. An unreachable or slow Odoo can never delay or fail a lead being
written here — the copy simply catches up when Odoo returns.