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Integrations · Odoo

Every site visit and lead, in Odoo within a minute

SEL XP is what your reps use in front of the customer, and Odoo stays the record of the account. Each lead a rep saves on a site visit, on a sales round or on an exhibition stand reaches Odoo within about a minute: the company, the contact, the lead, its history, its next task and its files.

Book a demo How it works

In pilotBuilt for Odoo 16 to 19. The first customer's live connection is being set up now.

SEL XP and Odoo

What reaches Odoo

  • Company, contact and lead

    The company first, then the person under it, then the lead. A lead with a value becomes an opportunity, and what they asked about becomes its tags.

  • The history, in the chatter

    Notes, calls, messages and visits are written to the lead's chatter as plain text, so your Odoo users read what happened without leaving Odoo.

  • The next task, as a to-do

    Send quotation, site visit, call: the next action is an Odoo activity for the user with the owner's login. Finished here, it is marked done there.

  • The card's photo and files

    The photograph of the business card and the files added to the lead go to Odoo as attachments on the lead, each once.

  • It asks Odoo first

    While a rep is still typing, the app asks Odoo whether it knows the person, by email and then by phone, and shows who looks after them and what is open.

  • No duplicates

    Each record's Odoo id is saved the moment Odoo gives it. A push that is cut off halfway picks up where it stopped and never makes a second record.

How it works

Step by step

An admin connects Odoo once, for the whole group or for one company. Nothing is installed in Odoo.

  1. 01

    Create an integration user

    In Odoo, make a user for the connection and give it an API key. The app signs in as that user.

  2. 02

    Connect

    Under Settings, CRM sync, enter your Odoo address, database, the user's login and the API key.

  3. 03

    Test

    The app checks that it can sign in and that the fields it writes exist in your version.

  4. 04

    Match your teams

    Each of your teams is matched to one of your Odoo sales teams, read live from Odoo.

  5. 05

    Capture as usual

    Saving a lead queues it. It reaches Odoo within about a minute, in order: company, contact, lead.

  6. 06

    Watch the Not sent list

    Anything Odoo refused is listed with the reason and a Send again button.

Field by field

What goes where in Odoo

History, tasks and attachments each have a switch, for a company that wants only the lead itself in Odoo.

In SEL XPIn OdooModel
A companyA company in Contactsres.partner
A personA contact under that companyres.partner
A leadA lead, or an opportunity when it has a valuecrm.lead
What they asked aboutTags on the leadcrm.tag
Notes, calls, messages, visitsThe lead's chatter, as plain textmessage
The next taskA to-do for the Odoo user with the owner's loginmail.activity
The card's photo and filesAttachments on the leadir.attachment
The exhibitionThe lead's campaignutm.campaign
Your teamThe Odoo sales team you matched it tocrm.team

Good to know

What it does not do, said plainly

  • The connector is in pilot. It is built for Odoo 16 to 19 and has not yet run on a customer's live Odoo: the first such connection is being set up.
  • Odoo Online needs a plan that includes API access.
  • Sync runs one way today, from the app to Odoo. Reading deal stages and won value back is planned.
  • It uses Odoo's standard external API and its standard CRM models. On a heavily customised Odoo, run the Test step first: it checks the fields the app writes.
  • The API key is kept in a secret store. It is never kept in our tables, written to a log or shown again.

Questions

Odoo: what people ask

Does SEL XP work with Odoo?

Yes. SEL XP sends companies, contacts and leads to Odoo versions 16 to 19, writes the lead's history to its chatter, creates the next task as an Odoo activity and attaches the card's photo. The connector is in pilot, with its first live customer connection being set up.

Do we need to install a module in Odoo?

No. The connection uses Odoo's standard external API and the standard CRM, Contacts and activity models. An admin creates a user for the integration with an API key and enters the address, database, login and key in the app's settings.

Why not just use Odoo's own mobile app?

Odoo's app gives your reps Odoo on a phone. SEL XP is made for the meeting itself: it reads business cards in Arabic and English, saves with no signal, sends the follow-up by email or WhatsApp and records the visit. Odoo then receives the finished lead.

Will it create duplicate contacts in Odoo?

No. Before a lead is created the app looks the person up in Odoo by email and then by phone, and each record's Odoo id is stored the moment it is returned. An interrupted push resumes where it stopped and never creates a second record.

What happens when Odoo cannot be reached?

Reps notice nothing. Leads stay in the app and are retried after 1, 5 and 30 minutes, then 2 and 6 hours. After that they are listed under Not sent, with the reason, for an admin to send again.

Can each company in a group use its own Odoo?

Yes. Each company or branch can have its own connection. A lead goes to the Odoo of the company it was captured for. If that company has none, it goes to its parent's, and then to the group's.

Odoo is a trademark of Odoo S.A. This product is not made or endorsed by Odoo S.A.

See it with your team

See it with Odoo, and with your team.

Tell us how your team sells and which tools you run. We will show you the app with your products, your team structure and your CRM in mind.

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  1. What happens next
  2. Day 0You send the form. We reply within one working day.
  3. 30 minA call on your screen: capture, follow-up, CRM and what your managers see.
  4. Set-upWe build your workspace with you: companies, teams, products, wording.