Setup and details
This article covers Odoo 18. Running Odoo 19? See Odoo 19, it is set up differently.
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). On Odoo 18, uman works with your instance over the JSON-RPC API.
Data mapping
The table below shows what the integration reads from and writes to your Odoo, object by object.
uman object | Odoo model | What uman reads | What uman writes |
Account | res.partner | Name | Creates Companies (name + any other required field) |
Contact | res.partner | First name, last name, email, phone, title and the linked Company | Creates or updates Contacts (first name, last name, email, phone, title, the linked Company + any other required field) |
Deal | crm.lead | Name, stage, pipeline, close date and the linked Company | Creates Leads (name, stage, pipeline, the linked Company) and updates the stage + any other required field |
Pipeline | crm.team and crm.stage | Sales teams and their stages | Read only |
Note | mail.message | Messages attached to a Company, Contact or Lead | Creates or updates Messages (title and content). Every message is linked to a Company, Contact or Lead |
Custom object | Any Odoo model | Fields required to create a Company, Contact or Lead | Objects required to create a Company, Contact or Lead, with any field those objects require |
The integration also uses res.users and res.users.apikeys (the connected user and their API keys) and ir.module.module (installed modules).
API keys on Odoo 18
Your API key stays valid for the duration you choose when you create it.
Odoo 18 only issues API keys to someone who enters their own password, so uman cannot renew your key for you. Pick a duration that suits your team, you will need to re-create and provide a new key when it expires.
Setup Instructions
Connecting Odoo 18 takes two parts: a one-time setup by an administrator, and a personal connection by every uman user who works with your CRM.
Administrator setup
1. Give the connecting users Sales access rights
Every user who connects Odoo to uman needs Sales access rights, at least User: Own Documents Only. These permissions are required to access the objects uman requires from Odoo.
Go to Settings > Users & Companies > Users and open the user.
On the Access Rights tab, update the Sales value.
2. Connect your uman workspace with your Odoo instance
Browse to your uman workspace and open the Settings menu.
Go to Apps under the Workspace section.
Click on the Connect button under the Odoo 18 option and provide the following data:
The instance URL of your Odoo application, for example https://mycompany.odoo.com
The database name of the Odoo instance uman should connect to
That is the whole administrator setup for Odoo 18. Everything else happens per user.
Sales user setup
1. Create your API key in Odoo (official documentation)
Browse to your Odoo homepage and click your avatar in the top right.
Click Preferences, then open the Account Security tab.
In the API Keys section, click New API Key (you might need to provide your password).
Enter a name and duration.
Click Generate Key and copy the generated API key from the popup window.
2. Connect uman to Odoo 18
Browse to your uman homepage.
Click the settings cogwheel in the bottom left.
In the Personal section, click Apps.
Click the Connect button under Odoo 18.
Paste your newly generated API key into the field, and fill in Email with the email address you use to log in to Odoo.
FAQ
Why does uman need our database name?
One Odoo instance can host several databases. uman sends the database name with every request, so your data is always read from and written to the right one.
Can we connect Odoo once for the whole workspace instead?
No, every user connects with their own API key and works within their own Odoo permissions. Records they create or update in Odoo are attributed to them.
What happens when someone's Odoo permissions change?
The integration follows them: the API key can only reach what that user can reach in Odoo. If they lose access to a record, uman loses it too.
For further assistance, please contact our support team.