Odoo connector mapping guide

Connection and config

• Test connection: POST /si/connectors/odoo/test-connection.
• Store config per environment: POST /si/connectors/odoo/config (credentials encrypted at rest).
• Fetch stored config summary: GET /si/connectors/odoo/config (secrets redacted).

What the dashboard preview shows

• We read customer invoices (account.move with move_type = out_invoice) via the connector test/preview buttons.
• The preview keeps only the canonical fields the SI pipeline needs: invoice number, issue date, currency, total amount, and status.
• No secrets are stored in logs; connector configs are redacted.

Field mapping -> canonical invoice

• invoiceNumber <- name (falls back to ref when name is empty or /).
• issueDate <- invoice_date (ISO date).
• currencyCode <- currency_id.name (e.g., NGN, USD).
• totalAmount <- amount_total (gross amount).
• status <- payment_state (paid, in_payment, not_paid -> INTEGRATED/PENDING in UI).
• metadata.provider is set to Odoo for traceability.

Preview and sync workflows

• Preview invoices: POST /si/connectors/odoo/test-fetch (limit/offset).
• Manual sync with provided config: POST /si/connectors/odoo/sync.
• Sync with stored config: POST /si/connectors/odoo/sync-stored (supports cursor, limit, offset).
• Schedule syncs using your own cron or the dashboard auto-sync.

Connector health

• Ping connector health via POST /si/connectors/:id/health (use erp:odoo).
• Registry status appears in GET /si/connectors/registry and in the dashboard.

Common pitfalls

• Missing invoice number: ensure name is posted; drafts with / are ignored.
• Currency mismatch: must match the environment's expected currency.
• Old invoices without invoice_date will default to "today"; fix dates before sending.
• Lines/partners/taxes are not required for the preview but are needed when you post to /si/invoices.

How to validate your mapping quickly

• Use Fetch preview in the dashboard Odoo connector panel with sandbox creds.
• Confirm the preview rows match your Odoo UI values (number, currency, total, date).
• If something looks off, update the Odoo record and re-run the preview before going live.