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Configure Odoo

Configure data exchange between CloudTalk and Odoo to ensure your data stays up to date.

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Written by Valeriia Volobrinskaia
Updated yesterday

This guide will help you connect your Odoo CRM with CloudTalk in just a few simple steps.

User Level:

  • Admin


Looking for instructions on how to use CloudTalk inside Odoo?
See our guide Using CloudTalk with Odoo.

Before You Start

Make sure you have the following:

  • Active CloudTalk account

  • Active Odoo account

  • Administrator access in Odoo to generate API credentials

  • Access to the CloudTalk Dashboard

  • Ability to generate an API key in Odoo

Connect Odoo to CloudTalk

To set up the integration, head to your CloudTalk Dashboard:

  1. Go to Account > Integrations

  2. Find Odoo and click + Add

  3. Fill in the required fields:

    • API Key

    • Domain URL

    • API Username

    • Database Name

  4. Click Submit to connect

Where to Find Your Credentials

Odoo API Key

To generate an API key in Odoo:

  1. Go to your user menu โ†’ My Profile / Preferences

  2. Open the Account Security tab

  3. Click New API Key, enter a name, and copy the key

Domain URL

This is your full Odoo URL, e.g.:

https://yourcompany.odoo.com

API Username

This is the Odoo login (username) of the user who generated the API key.

Make sure to enter the exact email address used by this user in Odoo, otherwise, the integration may not work correctly.

Database Name

To find your Odoo database name:

  • Check the URL in your browser while logged in to Odoo. The database name appears before .odoo.com in the URL.

Example:

cloudtalk.odoo.com โ†’ Database name = cloudtalk

The email address you use in CloudTalk must match exactly with the email address in your Odoo account. If the emails do not match, synchronization will not work correctly.

Integration Settings

After filling in all fields, you must manually toggle the integration status to Active before saving. It does not switch automatically.

Youโ€™ll also be able to define:

  • Caption: Name of the integration instance

  • Contact tag: A custom tag applied to synced contacts in CloudTalk

Disconnect Odoo Integration

If you no longer wish to use the Odoo integration with CloudTalk, follow these steps to remove it:

  1. Log in to your CloudTalk Dashboard and navigate to Account > Integrations from the left-hand menu.

  2. Locate the Odoo integration and click Configure.

  3. Scroll down and click Delete Integration.

  4. To confirm, type DELETE when prompted and click Delete again.

Your Odoo integration will now be removed from CloudTalk.



If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!

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