NextFSM

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

  1. Click Enable Odoo
  2. 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)
  3. Click Test Connection
  4. Save settings

Getting Odoo API Key

Recommended: Create a dedicated API user account for NextFSM integration.

  1. Log into Odoo as admin
  2. Go to Settings > Users
  3. Create new user (e.g., "NextFSM Integration") or select existing
  4. Click "API Keys" tab
  5. Generate new key
  6. 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:

  1. Click Regenerate Secret
  2. 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

On this page