Connecting Odoo ERP to Craveva

Overview

Prerequisites

• Active Odoo instance (cloud or self-hosted)
• Odoo API access enabled
• API credentials (API Key or OAuth)
• Craveva AI account

Step 1: Enable Odoo API Access

For Odoo Cloud:

1. Log in to your Odoo account
2. Go to Settings → API Keys
3. Click Create API Key
4. Name it "Craveva AI Integration"
5. Copy the generated API key

For Self-Hosted Odoo:

1. Enable API access in Odoo settings
2. Create API user with appropriate permissions
3. Generate API key for the user
4. Note your Odoo instance URL

Step 2: Connect Odoo in Craveva

1. Log in to Craveva AI dashboard
2. Navigate to Data Sources → Connect New Data Source
3. Select REST API connector
4. Choose ERP Systems category
5. Enter connection details:
6. Click Test Connection
7. If successful, click Save

• - Name: "Odoo ERP"
• - Base URL: Your Odoo instance URL (e.g., https://yourcompany.odoo.com)
• - Auth Type: API Key
• - API Key: Your Odoo API key
• - Database: Your Odoo database name
• - Username: Your Odoo username

Step 3: Configure Odoo Endpoints

• Sales Orders: /xmlrpc/2/object - Sales order management
• Products: /xmlrpc/2/object - Product catalog
• Inventory: /xmlrpc/2/object - Stock management
• Customers: /xmlrpc/2/object - Customer records
• Invoices: /xmlrpc/2/object - Invoice management
• Employees: /xmlrpc/2/object - HR data

Step 4: Create Odoo Agents

Sales Management Agent

1. Track sales orders
2. Monitor sales pipeline
3. Predict revenue
4. Optimize sales process

Inventory Agent

1. Monitor stock levels
2. Predict stockouts
3. Optimize reordering
4. Track inventory costs

Financial Agent

1. Generate financial reports
2. Track cash flow
3. Analyze profitability
4. Monitor expenses

HR Agent

1. Track employee data
2. Monitor attendance
3. Manage payroll
4. Analyze workforce

Available Data

• Sales orders and quotations
• Products and inventory
• Customers and suppliers
• Invoices and payments
• Employees and HR data
• Projects and tasks
• Financial reports

Use Cases

Unified Business Management

• Connect all business modules
• Unified analytics dashboard
• Cross-department insights
• Automated workflows

Inventory Optimization

• Real-time stock monitoring
• Automated reordering
• Waste reduction
• Cost optimization

Financial Management

• Automated accounting
• Cash flow forecasting
• Financial reporting
• Budget tracking

Troubleshooting

• Verify Odoo URL is correct
• Check API key is valid
• Ensure API access is enabled
• Verify database name

• Check API key format
• Verify username and database
• Ensure user has API access
• Try regenerating API key

• Check Odoo has data
• Verify API permissions
• Ensure date filters are correct
• Wait for data sync

Next Steps

• Set up business dashboards
• Create automated workflows
• Build cross-module analytics
• Integrate with other systems