Odoo

Odoo is an open source ERP that includes a Documents module for file management. Connecting Odoo to Ordalie lets you access documents and folders stored in your Odoo instance directly from the AI assistant, workflows, and the @ mention system.

Unlike most integrations, the Odoo integration also supports writing: uploading files and creating folders in Odoo, if the mount is configured with write access.

Who can configure it

Organization administrators only, from Settings > Organization > Integrations. This is an organization-level integration shared with all authorized members.

Setup guide

Step 1: Obtain an Odoo API key

The integration uses an Odoo API key for authentication. To generate one:

1. Log in to your Odoo instance as a user with access to the Documents module.
2. Go to Settings > Users > [your user] > Preferences.
3. In the API Keys (or Account Security) section, click New API Key.
4. Give it a label (e.g., "Ordalie") and copy the generated key.

The API key must belong to a user with read access (and write access if needed) to the Odoo Documents module.

Step 2: Configure in Ordalie

1. Go to Settings > Organization > Integrations.
2. Click Add next to Odoo.
3. Fill in the configuration:
   • Name: A label for this connection (e.g., "Odoo Documents").
   • Base URL: Your Odoo instance URL (e.g., https://yourcompany.odoo.com).
   • Database: The Odoo database name (optional — required if the instance hosts multiple databases).
   • API Key: The API key generated in step 1.
   • Access Level: Read Only or Read-Write.
4. Click Create Mount.
5. Ordalie validates the connection by listing the available documents.

Step 3: Start using your documents

Once connected:

• Browse your Odoo folders via the workspace panel or the @ system.
• Search for documents by name.
• Analyze files with the AI assistant.
• Upload files to Odoo and create folders (if configured with write access).

How it works

Ordalie connects to Odoo's JSON API v2 (/json/2/) to interact with the documents.document model:

• Authentication: API key sent as a bearer token. An X-Odoo-Database header is added if the database name is provided.
• Listing: Paginated search_read requests on documents.document, sorted by modification date descending.
• Folder navigation: Odoo folders (type folder) are browsable. Clicking a folder filters documents by folder_id.
• File reading: Files are fetched in priority order: inline base64 payload, ir.attachment record read, or HTTP download via /web/content/.
• Writing: Document creation via create or update via write on documents.document. Files are sent as base64.
• Compatibility: The integration uses degraded field sets (fallback) to work with different versions of the Odoo Documents module.

Configuration reference

Supported operations

Frequently asked questions

Q: Which Odoo versions are supported? A: The integration uses the JSON API v2 (/json/2/) and degraded field sets to adapt to different versions of the Documents module. It is tested with Odoo 16+ but may work with earlier versions that have the Documents module installed.

Q: Do I need the Odoo Documents module? A: Yes. The integration queries the documents.document model, which is part of the Documents module (not the standard file management). If your instance does not have this module installed, the integration will not work.

Q: Can I restrict access to specific Odoo folders? A: Access rights are determined by the Odoo user whose API key is used. If that user only has access to certain folders in Odoo, only those folders will be visible in Ordalie.

Q: Do files uploaded from Ordalie appear in Odoo? A: Yes. When the mount is in read-write mode, files created or modified from Ordalie appear in the Odoo Documents module with their parent folder, name, and MIME type preserved.