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Sync Odoo with your billing software | Data Merge Finance

Prepare the Odoo configuration with Data Merge Finance in Belgium, France or Europe: prerequisites, accounting framework and Shift documentation.

Why connect Odoo with Data Merge Finance?

Prepare the Odoo configuration with Data Merge Finance in Belgium, France or Europe: prerequisites, accounting framework and Shift documentation.

This connection is for SMEs, trustees and growing structures that use Odoo as software and want to transmit reliable data to their accounting environment in Belgium, France or in a cross-border context.

The most frequent searches around this page focus on specific needs such as Zoho Books + Odoo, Odoo + Odoo or Teamleader + Odoo. Behind these requests, the objective remains the same: to connect invoicing, VAT, third parties and entries without manual retrieving.

  • Synchronised data: sales invoices, purchases, credit notes, third parties, VAT, newspapers and useful items according to the selected framing.
  • Expected benefits: less double encoding, fewer closing corrections and better continuity between management and accounting.
  • Setting up: a few days of framing and validation on your priority cases, then a gradual and controlled production.

The technical documentation below then details the prerequisites, configuration steps and control points to properly integrate Odoo into your Data Merge Finance feed.

Full Odoo Configuration

🚨 PREREQUIRED

  • Integration is enabled for Odoo 13 and higher versions for Odoo.sh and Odoo SaaS.

  • A "personalized" tariff plan is needed for activation of integration with Odoo. (Odoo Plans & Pricing)

  • User must have administrator permissions to enable connection

The constraints added in Odoo customizations can affect the performance of the connector.

🛠 PREPARATION

Watch this video:

https://chift-connector-videos.s3.eu-west-3.amazonaws.com/100/1000-config.mp4

  1. Find your Odoo URL.

  1. (If you do not know or are not sure) Find your Odoo account version in your settings

    • Go to Configuration → Settings

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    • From the left menu, select General Settings. Then scroll to the About section to see your version.

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  1. Find the name of your database

    • Enable developer mode in Odoo.

    • The name of your database will appear in the top right corner under your username.

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⚡️ CONNECTION

Step 1: Choose a name for your connection. (If the connection name field is not visible, simply skip this step and continue.

Step 2: Enter the URL of your Odoo instance.

Step 3: Enter the version of your odoo account.

Step 4: Enter the database name

Step 5: Enter your Odoo account username.

Step 6: Enter the password of your Odoo account.

⚠ Please note that if you have activated the AFM on your Odoo account, you will need to configure an API key and use it instead of your password.

Step 6-1: If you need to generate an API key, log in to Odoo and click the button on the top right and then on "preferences".

Step 6-2: Select "Account Security"

Step 6-3: Select "New API Key"

Step 6-4: Enter your password

Step 6-5: Give a name to your API key and choose "persistent key" as duration.

Step 6-6: Here is your API key that you can use in the Shift tunnel to connect Odoo.

Step 7: Click "Connect" to complete the connection.

CONFIGURATION

Step 1: Select the company to connect to Odoo.

Step 2: Click "Submit" to finalize the configuration

Do you have any doubts about the configuration of this software?

Contact us to validate the prerequisites, the accounting framing and the points of attention before placing in production in Belgium or France.

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