Integrations
Connect external systems like Odoo ERP
Connect NextFSM with external business systems. Admin only.
Odoo Integration
Sync customers, products, and invoices with Odoo ERP.
Setup
- Click Enable Odoo
- Enter connection details:
- API URL - Your Odoo instance (e.g.,
https://yourcompany.odoo.com) - Database - Odoo database name
- Username - API user email
- API Key - Odoo API key (not password)
- API URL - Your Odoo instance (e.g.,
- Click Test Connection
- Save settings
Getting Odoo API Key
Recommended: Create a dedicated API user account for NextFSM integration.
- Log into Odoo as admin
- Go to Settings > Users
- Create new user (e.g., "NextFSM Integration") or select existing
- Click "API Keys" tab
- Generate new key
- Copy and paste into NextFSM
Using a separate account allows:
- Tracking API actions separately in Odoo logs
- Revoking access without affecting other users
- Setting specific permissions for integration
Sync Options
Toggle sync for each data type:
Customers:
- Push new customers to Odoo
- Pull customer updates from Odoo
- Match by VAT number or name
Products:
- Sync inventory products
- Match by product code
- Pull pricing from Odoo
Invoices:
- Push invoices to Odoo
- Creates draft invoices in Odoo
- Links to Odoo customer record
Automatic Webhooks
When you enable sync for a data type, NextFSM automatically:
- Creates a webhook in your Odoo instance
- Configures it to send updates to NextFSM
- Uses a secure secret for validation
No manual webhook setup required.
Regenerate Secret: If you suspect the webhook secret is compromised:
- Click Regenerate Secret
- Webhooks are automatically updated with new secret
Default Service Product
Set Odoo product ID for service line items:
- Used when pushing invoices
- Maps NextFSM services to Odoo product
Connection Status
Dashboard shows:
- Last sync timestamp
- Sync errors (if any)
- Record counts synced
Troubleshooting
Connection Failed:
- Verify API URL is correct
- Check API key is valid
- Ensure user has API access in Odoo
Sync Errors:
- Check Odoo for duplicate records
- Verify required fields are filled
- Review error message for details