تكامل Odoo

تعرف على كيفية ربط Invoices Reader بنظام Odoo ERP الخاص بك

مقدمة حول تكامل Odoo

يوفر Invoices Reader تكاملاً سلسًا مع Odoo ERP، مما يسمح لك بما يلي:

• Automatically export processed invoices to Odoo
• Synchronize vendor and product data
• Create vendor bills directly in Odoo
• Maintain a consistent workflow between invoice processing and accounting

The Odoo integration eliminates manual data entry and ensures that your invoice data flows smoothly into your accounting system, saving time and reducing errors.

Prerequisites

Before setting up the Odoo integration, ensure you have:

• An active Odoo instance (version 14.0 or later)
• Administrator access to your Odoo instance
• API access enabled on your Odoo server
• Invoices Reader version 2.3 or later

Required Odoo Modules

Ensure the following Odoo modules are installed:

• Accounting (account)
• Contacts (contacts)
• Web Services (web_services)

Connection Setup

Follow these steps to set up the connection between Invoices Reader and Odoo:

1. Access Odoo SettingsIn Invoices Reader, click on the Odoo Settings button in the toolbar.
2. Enter Connection DetailsOdoo Connection SettingsOdoo Server URLInclude https:// and do not add /web at the endDatabase NameUsernameAPI Key
3. Test ConnectionClick the Test Connection button to verify the connection settings.
4. Save SettingsIf the connection test is successful, click Save to store your settings.

Obtaining an API Key

To get an API key for Odoo:

1. Log in to your Odoo instance as an administrator
2. Go to Settings > Technical > API Keys
3. Click “Create” and follow the instructions
4. Copy the generated API key for use in Invoices Reader

Field Mapping

Configure how invoice fields map to Odoo fields:

Field Mapping Configuration

Customize MappingReset to Default

To customize field mapping:

1. Click the Customize Mapping button
2. Select the Invoice Reader field you want to map
3. Choose the corresponding Odoo field from the dropdown
4. Set any transformation rules if needed (e.g., date format conversion)
5. Save your custom mapping

Advanced Mapping

For complex scenarios, you can create custom mapping rules using the advanced mapping editor. This allows for field transformations, conditional mapping, and custom calculations.

Exporting Invoices to Odoo

Once your connection and mapping are set up, you can export invoices to Odoo:

Manual Export

Export selected invoices on demand:

1. Select the invoices you want to export in the database view
2. Click Export to Odoo from the actions menu
3. Review the export preview
4. Click Confirm Export to send to Odoo

Automatic Export

Configure automatic export after processing:

1. Go to Settings > Odoo Integration
2. Enable Auto-export after processing
3. Configure any additional auto-export rules
4. Click Save Settings

Batch Export

Export entire batches of invoices:

1. Open the batch in the database view
2. Click Export Batch to Odoo
3. Review the batch export summary
4. Click Confirm Batch Export

Export Options

When exporting to Odoo, you can choose from several options:

• Create Draft Bills: Creates vendor bills in draft state for review
• Create and Validate: Creates and automatically validates the bills
• Update Existing: Updates existing bills if they match by reference number

Troubleshooting

Connection Issues

If you can’t connect to Odoo:

• Verify the server URL is correct and includes https://
• Check that your API key is valid and not expired
• Ensure your Odoo instance is accessible from your network
• Verify that API access is enabled on your Odoo server

Export Failures

If invoice exports are failing:

• Check the error log for specific error messages
• Verify that required fields are properly mapped
• Ensure the vendor exists in Odoo or enable auto-creation
• Check for data format issues (dates, currency formats, etc.)

Vendor Matching Issues

If vendors aren’t matching correctly:

• Configure vendor matching rules in the settings
• Use tax ID or other unique identifiers for matching
• Enable fuzzy matching for name-based matching
• Set up vendor aliases for variations in vendor names

Common Error: Permission Denied

If you receive “Permission Denied” errors, ensure your Odoo user has the necessary access rights for:

• Vendor Bills (account.invoice)
• Contacts (res.partner)
• Products (product.product)

Tips & Best Practices

Test in Staging First

Always test your integration with a staging or test Odoo instance before connecting to your production environment.

Vendor Master Data

Maintain clean vendor master data in Odoo for better matching. Use tax IDs or other unique identifiers when possible.

Regular Sync Checks

Periodically check the synchronization log to identify and resolve any recurring issues.

Keep API Keys Secure

Rotate your API keys periodically and never share them. Use separate API keys for different environments.