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The Odoo integration links Tribe CRM with your Odoo administration to reduce manual work and improve data accuracy. It supports synchronisation of relationships and invoices, including environments with multiple legal entities. This is useful when you manage CRM processes in Tribe and accounting in Odoo. By following this guide, you will be able to activate and configure the integration.
Table of Contents
What Does the Odoo Integration Do?
How Do I Activate the Integration?
How Do Multiple Legal Entities Work?
How Are Data Changes Managed?
Which Data Is Synchronised?
What Does the Odoo Integration Do?
The integration supports:
Relationship synchronisation
Invoice synchronisation
Payment synchronisation
Multiple legal entities
Invoices with status Sent are synchronised as posted invoices.
How Do I Activate the Integration?
Step-by-step instructions:
Open Marketplace.
Select Financial and choose Odoo.
Click Activate.
Sign in to Odoo.
Map VAT Groups.
Link General Ledger Accounts.
How Do Multiple Legal Entities Work?
You can enable Use Multiple Legal Entities in General Settings. A default legal entity is selected automatically but can be changed per invoice.
How Are Data Changes Managed?
Deleting records does not affect the connected system. Deactivated relationships are synced between Odoo and Tribe.
Which Data Is Synchronised?
Organisation, person, and invoice data are synchronised, including VAT, currency, and product lines.
Organization (Customer/Supplier)
Odoo | Tribe |
Name | Organization Name |
Website | Website |
CustomerNumber | Debtor Number/Creditor Number |
Address | Invoice Address |
Email Address | |
Phone | Phone Number |
VatNumber | VAT Number |
Person (private customer)
Odoo | Tribe |
Name | First Name, Middle Name, Last Name |
Customer contact number | Debtor Number |
Telephone | Private Phone Number |
Mobile | Private Mobile Number |
Private Email Address |
Invoice
Odoo | Tribe |
Customer no. | Customer Number |
Currency | Currency |
Date | Invoice Date |
Invoice lines | Product Lines |
Quick Summary
The Odoo integration keeps Tribe CRM and Odoo aligned automatically. You can manage invoices and relationships across multiple legal entities. This ensures consistent data without duplicate work.