Odoo

Odoo is an open-source ERP whose Documents module manages files. Once you connect Odoo to Ordalie, the documents and folders from that module appear in your workspace, where you can open them, search them by name, hand them to the assistant, bring them into your workflows, and reference them with @ mentions. If you set the connection up with read and write access, Ordalie can also save files back into Odoo's Documents module.

Odoo is a personal connection, tied to your own Odoo account, so anyone can set it up without administrator rights. You start it in one of two places: the Connect a source button in the left sidebar of your workspace, under Personal Workspace, or Settings → Integrations, under Personal Integrations. Both open the same Odoo setup, and the connection stays tied to your account rather than being shared across your organization.

Getting an Odoo API key

Ordalie signs in to Odoo with an API key, so create one first. In Odoo, open My Profile (your user preferences), go to Account Security, and choose New API Key. Give it a recognisable label, such as Ordalie, and copy the key Odoo generates. Use an Odoo account that can reach the Documents module — with read access if you only need to read your files, and read and write access if you also want Ordalie to upload files back.

Connecting it in Ordalie

Open Connect a source from the sidebar (or go to Settings → Integrations) and click the Odoo card. You will be asked for your Odoo Base URL (for example, https://your-company.odoo.com) and the API Key you just created. The Database field is optional and only needed when your instance hosts several databases, which happens with some Odoo.sh or on-premise setups. Choose whether the connection is Read Only or Read & Write, then choose Connect. Your Odoo documents then show up in the Documents section of the sidebar.

Behind the scenes, Ordalie talks to Odoo's JSON API and works with the records in the Documents module. It lists your files most-recently-modified first and lets you open folders to narrow things down, and it reads each file directly from Odoo when you or the assistant need it. It adapts to differences between Odoo versions, so it does not depend on a single release. When the connection has write access, files you create from Ordalie are saved back into Odoo's Documents module, keeping their folder, name, and file type.

The connection relies on Odoo's Documents module specifically, because it reads those records rather than Odoo's general file storage; if that module is not installed, there is nothing for Ordalie to show. What you can see also follows the Odoo user whose API key you used — if that account only reaches certain folders, only those folders appear in Ordalie.