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Odoo ERP Integration

How to Connect Odoo ERP to NIVA — Complete Integration Guide

10–15 minutes Easy 7 steps

NIVA connects to Odoo via the official XML-RPC API, giving your AI bot live read and write access to your business data. Once connected you can enable individual modules — CRM, Inventory, Sales, Accounting, Purchase, HR — and control exactly which operations the bot can perform. Your team can ask questions in plain English and get real-time answers straight from Odoo, without ever opening the ERP interface.

What your bot can do after connecting
CRM
Leads, opportunities and contacts
  • "Show me high priority leads from last week"
  • "Find leads from Acme Corp"
  • "Create a lead for John Smith, email john@acme.com"
  • "Move lead #42 to the Qualified stage"
  • "What contacts do we have at Acme Corp?"
Inventory
Products and stock levels
  • "How many units of iPhone 15 do we have in stock?"
  • "Show me all products in the Electronics category"
  • "What is the price and description of MacBook Pro?"
  • "Check stock for product SKU ABC-001"
Sales
Sales orders and quotations
  • "What is the status of order S00042?"
  • "Show confirmed orders from Acme Corp this month"
  • "List all quotations sent last week"
  • "Create a quotation for Acme Corp for 2 units of Service A"
Accounting
Invoices and payment status
  • "Show all overdue invoices"
  • "What is the payment status of INV/2024/0042?"
  • "List unpaid invoices for Acme Corp"
  • "Show invoices issued last month"
Purchase
Purchase orders
  • "Show confirmed purchase orders from Supplier Ltd"
  • "What is the total value of PO/2024/0001?"
  • "List all pending purchase orders"
HR
Employees and leave balances
  • "How many days of leave does Alice Johnson have remaining?"
  • "List all employees in the Sales department"
  • "Show me details for employee Alice Johnson"
Before you begin
NIVA botmaster account with a bot configured and active
Odoo instance (cloud or self-hosted) — version 14 or higher
Odoo user account with access to the modules you want to connect
API Key generation rights (Settings → Technical — requires developer mode)
Step-by-step setup

Enable Developer Mode in Odoo

  • Log in to your Odoo instance
  • Go to Settings (top menu)
  • Scroll to the bottom of the General Settings page
  • Click Activate the developer mode
  • The URL will change — you'll see ?debug=1 in the address bar
Developer mode is required to access the API Keys menu. You can disable it again after generating the key.

Generate an API Key

  • In Odoo go to Settings → Technical → API Keys
  • Click New
  • Enter a name for the key (e.g. "NIVA Bot")
  • Click Generate Key
  • Copy the key immediately — it is only shown once
  • Store it securely (you will paste it into NIVA)
If you cannot find API Keys in the menu, ensure developer mode is active. In Odoo 16+ go to Settings → Users & Companies → API Keys.

Find Your Database Name

  • In Odoo go to Settings → General Settings
  • The database name is shown under the Technical section, or visible in the URL of your Odoo instance
  • For Odoo.com hosted instances it is typically your subdomain (e.g. mycompany from mycompany.odoo.com)
  • For self-hosted Odoo you set this during installation — check your odoo.conf file

Connect Odoo in NIVA Botmaster

  • Open your NIVA botmaster → ERP Integrations in the sidebar
  • Find the Odoo card and click Connect Odoo
  • Fill in the form:
    • Odoo URL — full URL including https:// (e.g. https://mycompany.odoo.com)
    • Database Name — as found in step 3
    • Username / Email — your Odoo login email
    • API Key — the key generated in step 2
  • Click Save & Connect
  • You will be redirected to the Components page automatically
The integration name is just a friendly label shown in the dashboard. You can name it anything.

Test the Connection

  • Back on the ERP Integrations page, click Test on the Odoo card
  • A green "Connected as [your name]" message confirms the connection works
  • If the test fails, check: URL includes https://, database name is exact, API key was copied correctly

Enable Components

  • Click Components on the Odoo card (or you arrive here automatically after connecting)
  • You will see all available modules: CRM, Inventory, Sales, Accounting, Purchase, HR
  • Toggle on the components your bot should have access to
  • Each component shows its available operations with a Read/Write label
  • For write operations (create lead, create quotation, etc.) you must explicitly toggle the "Write Allowed" switch per operation
  • Click the component row to expand and see all operations
Start with read-only operations first. Enable write access only for operations you are confident the bot should perform automatically.

Test with Your Bot

  • Open your bot in the chat widget or any connected channel
  • Try the example queries listed below for each enabled component
  • The bot will call Odoo live and return real data in the response
Each Odoo call is logged under ERP Integrations → operation logs so you can audit every query.
Troubleshooting
Test connection fails: "Authentication failed"
Check that the API key is correct and was not accidentally truncated. Re-generate a new key if unsure. Confirm the username/email matches the Odoo account.
Test connection fails: "Connection refused" or timeout
Your Odoo URL is unreachable. Check the URL includes https://, no trailing slash issues, and that the server is accessible from the internet (for cloud) or your network (for self-hosted).
Database not found error
The database name is case-sensitive and must match exactly. For Odoo.com, the database name is usually the subdomain portion only (not the full domain).
Bot says "ERP component is not enabled"
Go to ERP Integrations → Components and toggle on the component the user is asking about.
Bot won't create leads / write operations not working
Write operations require the "Write Allowed" toggle to be enabled per operation in the Components page. Check the toggle for the specific operation (e.g. create_lead).
Access error on specific Odoo models
The Odoo user account linked to the API key may lack access to certain modules. In Odoo go to Settings → Users and check the user's access rights for the relevant module.
Ready to connect Odoo ERP?
NIVA Botmaster → ERP Integrations → Connect Odoo
Open ERP Integrations