Odoo
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Credentials give secure access to the integrated app in a MESA workflow. Your Odoo credential safely connects your workflows to your Odoo account.
To connect Odoo with MESA, you'll need to enter your Username and Password, Domain, and possibly your Database.
Locate the Username and Password by clicking Settings from your Odoo Apps page.
From Settings, locate General Settings and then Users. Click on Manage Users.
Next, click the checkbox next to the user to whom you want to connect with MESA. Then, click on Actions (gear icon) and then Change Password.
If your user doesn't have a password, create a new one, copy it, and click Change Password. Then, paste the newly created password into the Password field of the Odoo step in MESA. Next, copy the User Login email and paste it into the Username field of the same step.
If a password already exists, copy the User Login email and paste it into the Username field in the Odoo Authentication section of your Odoo step in MESA. Then, copy the existing password and paste it into the Password field in the same step.
Your domain can be found in the URL of your Odoo account. For example, your domain will look like https://mycompany.odoo.com.
Paste your domain in the Domain field of the Odoo Authentication menu of your Odoo step in MESA.
Be sure to add the domain without a / at the end of the URL.
If the Odoo database name differs from the domain itself, you can enter it in the Database field of the Odoo Authentication section of your Odoo step in MESA. If not, ignore that field.
All versions of Odoo and Odoo Online are supported, along with Sales and Contact apps
Click the Retrieve Fields button to pull in the current fields associated with your Odoo action.
If you’ve updated your fields in Odoo, you will need to click the Retrieve Fields button to pull in the latest changes.
In MESA, you'll find several Odoo Custom Model actions. These are useful for working with Odoo objects that MESA doesn’t currently support as built-in actions. After selecting a Custom Model action, you can specify the object you want to interact with.
A common example is the Send Shopify Customer to Odoo Contact template, where Custom Model actions retrieve the corresponding Odoo codes for a customer's country and state (res.country and res.state, respectively).
View Odoo templates and tutorials here!
