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Odoo

Technical documentation regarding the Odoo integration

Setup and details

uman supports Odoo 18 and Odoo 19. Odoo does not offer OAuth flows, so the integration authenticates with a user-level API key: it acts as the user who issued the key and inherits exactly the permissions that user has in Odoo (what they can access, modify or delete).

Used objects

The integration makes use of the following Odoo models:

  • res.partner - companies and contacts

  • crm.lead - opportunities

  • crm.team and crm.stage - sales teams and pipeline stages

  • mail.message - notes and messages on records

  • res.users and res.users.apikeys - the connected user and their API keys

  • ir.module.module - installed modules

Differences between Odoo 18 and Odoo 19

Odoo 18

Odoo 19

API

Key rotation

Not supported by Odoo 18

uman rotates the key automatically when it has fewer than 30 days left

Key expiry

The duration you choose when creating the key

Without rotation, keys expire after 3 months

Setup Instructions

Step 1 - Create your API key in Odoo

  1. Browse to your Odoo homepage and click your avatar in the top right.

  2. Click Preferences, then open the Account Security tab.

  3. In the API Keys section, click New API Key (you might need to provide your password).

  4. Enter a name and duration. Every name works, except the reserved name uman-integration-key.

  5. Click Generate Key and copy the generated API key from the popup window.

  1. Browse to your Odoo homepage and click your avatar in the top right.

  2. Click My Preferences, then open the Security tab.

  3. Under API Keys, click Add API Key (you might need to provide your password).

  4. Enter a name and duration. Every name works, except the reserved name uman-integration-key.

  5. Click Generate Key and copy the generated API key from the popup window.

Step 2 - Connect uman to Odoo

  1. Browse to your uman homepage.

  2. Click the settings cogwheel in the bottom left.

  3. In the Personal section, click Apps.

  4. Click the Connect button under the Odoo entry.

  5. Paste your newly generated API key into the field, and enter the email you use to log in to your Odoo account.

Permissions

  • The API key inherits the permissions of the user who issued it: the integration can access the data that user can access, modify or delete.

  • On Odoo 19, the connecting user needs Sales access rights (at least User: Own Documents Only). These permissions are required for uman to automatically rotate your API key. An administrator can set this under Settings > Users & Companies > Users: open the user, and set Sales on the Access Rights tab.

For further assistance, please contact our support team.

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