# Odoo

Connect an Odoo server so the assistant finds contacts by phone and creates orders

> Full REST + WebSocket API reference: https://api.happ.tools/reference

Odoo connects with your server details and a user login — Happ authenticates against your Odoo instance directly, so it works with Odoo Online and self-hosted alike. Once linked, the assistant finds contacts by phone number and creates orders from chat.

## Before you start [#before-you-start]

* **Odoo instance** you can reach over the internet — Odoo Online (`mycompany.odoo.com`) or your own server.
* **Server URL, database name, and a user login** with permission to read contacts and create orders.
* **Password or API key** for that user (see below — an API key is the safer option).
* **HAPP workspace** with at least one assistant configured to talk to customers.

## Get an API key [#get-an-api-key]

You can connect with the user's regular password, but an API key is safer — it's scoped to one integration and you can revoke it without changing the account password.

1. In your Odoo dashboard, click the **avatar** in the top-right and pick **My Preferences**.
2. Switch to the **Security** tab, press **Add API Key**, then enter your current password to confirm it's you.
3. Give the key a name (for example `Happ`) and **change the duration from "1 Day" to "1 Year"** — otherwise the key expires in 24 hours. Press **Create key** and copy it.

Odoo shows the API key once. Copy it before closing the dialog — if you lose it, you have to generate a new one.

<img alt="Odoo shows the generated key once, in a dialog you cannot reopen" src="__img0" />

## Connect [#connect]

1. In HAPP open **Integrations** and find Odoo under **Add a CRM**.
2. Click **Connect** — the modal asks for four fields.
3. Enter them and click **Connect**.

| Field      | Value                                                        |
| ---------- | ------------------------------------------------------------ |
| Server URL | Your instance address, e.g. `https://mycompany.odoo.com`     |
| Database   | The database name                                            |
| Login      | The user's email                                             |
| Password   | The user's Odoo password, **or** the API key generated above |

Odoo moves to **My integrations** as a card showing its **Account Information** — instance name and the date and time of connection.

## Settings [#settings]

Open the card's gear icon to configure what the assistant is allowed to do.

* **Search** — the assistant looks up contacts by phone number in the Odoo database.
* **Create** — the assistant creates orders linked to the contact, with the product name in the notes.

## Troubleshooting [#troubleshooting]

| Problem                         | Cause                                                     | Fix                                                                                                                                                  |
| ------------------------------- | --------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| Authentication fails            | Wrong login, password, or database                        | Odoo needs all four values to match. Confirm the database name — an instance can host several, and the name is not always the same as the subdomain. |
| Key stopped working after a day | The API key was created with the default "1 Day" duration | Generate a new key and set the duration to **1 Year**.                                                                                               |
| 401 on a key that used to work  | An admin revoked it, or the user's password changed       | Generate a fresh API key in **My Preferences** > **Security** and reconnect in HAPP.                                                                 |
| Server unreachable              | Self-hosted instance not exposed, or blocked by firewall  | The URL must be reachable from the internet over HTTPS. Allow HAPP egress IPs if you filter by IP.                                                   |
| Orders aren't being created     | Sync misconfigured or missing permissions                 | Check that **Create** is enabled in **Settings**, and that the Odoo user has rights to create orders.                                                |

Still stuck? [Contact support](https://happ.tools/contacts) with the error text and we'll point at the exact fix.

## Disconnect and reconnect [#disconnect-and-reconnect]

**To disconnect:** open **Integrations** > **Odoo**, click **Disconnect** next to the connected instance, and confirm.

After disconnecting:

* New chat orders stop being sent to Odoo.
* Existing records in Odoo stay untouched.
* The assistant keeps working in chat — only the Odoo sync stops.
* The API key is **not** revoked in Odoo. Revoke it there separately if you need to.

**To reconnect:** open **Integrations** > **Odoo**, click **Connect** and enter the four fields again.

Preserved after reconnecting: search and create settings, field mapping, the assistant-to-instance binding, and analytics for the integration.

## Next [#next]

* [CRM](/docs/integrations/crm) — all CRM integrations
* [Tools](/docs/tools) — call the CRM during conversations
* [Integrations](/docs/integrations) — the full catalog