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How to Integrate Odoo to tofu

Learn how to connect Odoo to tofu so your accounting settings can be viewed in tofu while you review work. This helps you select the right accounts, taxes, items, contacts, currencies and tags.

Written by Jess B

⚠️ Important:
This is an early feature. Odoo integration is currently read-only. Publishing extractions directly to Odoo isn't available yet.
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In the meantime, you can use the Odoo (Excel) export template to export your extractions and import them into Odoo.

Odoo integration is currently waitlisted. Contact support team or send an email to [email protected] to get it enabled for your organization.


Before you begin: Generate an API key in Odoo

Odoo connects differently from tofu's other accounting integrations. Instead of signing in and granting access through Odoo directly, you connect using an API key you generate yourself inside your Odoo instance.


​To Generate an API key in Odoo

  1. Log in to your Odoo.

  2. Click your avatar (top right), then select Preferences.

  3. Open the Account Security tab.

  4. Click New API Key.

  5. Enter a description and duration, then confirm.

  6. Copy the key right away — Odoo only displays it once.

Note: The Odoo API key has an expiration date based on the duration configured during its creation. Once the API key expires, the connection between Odoo and tofu will be disconnected until a new API key is generated and updated in tofu.


How to connect Odoo

  1. Go to Entity Settings.

  2. Select Integrations.

  3. Click Add New Integration.

  4. Select Odoo.

  5. Enter:

    • Server URL (e.g. https://yourcompany.odoo.com). Do not add /odoo after it.

    • Database Name (e.g. your-company), the name shown in your Odoo database settings. If it has a space, Odoo replaces it with a dash.

    • Email

    • API Key

  6. Click Connect.

  7. Click Activate.

Your Odoo integration is now connected to the tofu entity.

💡Tip: Before activating, you can turn on Self-Prompt for your AP Bills, AR Invoices, and Direct Expenses in the configuration panel. This lets tofie learn from your historical transactions in Odoo and apply your coding patterns automatically during review. If you do not have historical data in Odoo yet, you can upload a CSV or Excel file instead in Entity Settings → Knowledge Base.


How to check if accounting data is synced

After connecting Odoo, you can check whether your accounting data is available in tofu.

  1. Go to Entity Settings.

  2. Select Accounting.

  3. Review the synced data such as accounts, taxes, items, contacts, currencies, and tags.

💡Tip: If you create new accounting data in Odoo, click the Syncbutton in tofu to refresh and update the data.


How to export and import extractions

Odoo integration is currently read-only, so extractions aren't published to Odoo directly yet. For now, use the export and import workflow:

  1. Open the extraction in tofu.

  2. Review all extraction details and click Mark Ready.

  3. Click Export and select the Odoo (Excel) template. The extraction moves to Exported.

  4. Download the file.

  5. Go to Odoo and import the file.

  6. Back in tofu, click Mark Done to wrap up the extraction.

This lets you keep moving extraction data from tofu into Odoo while direct publishing is still being developed.


💡Tips:

  • For a single extraction, click Export on the review page once it's Ready. To export several at once, go to the Extractions panel, set the Extraction Status filter to Ready, select the extractions you want, and use Bulk Export.

  • To skip choosing a template on every export, set CSV Export Target to Odoo in Entity Settings → Features. Exports will then use the Odoo (Excel) template automatically.
    If you switch between multiple export templates, keep CSV Export Target set to None so you can choose at export time.

  • Want fewer clicks? Turn on Auto-Ready and Auto-Done under Entity Settings → Features → Extraction Types → Document Lifecycle. Auto-Ready moves a clean Draft straight to Ready, and Auto-Done marks the extraction Done as soon as it's exported. Export itself stays manual, since Odoo has no direct publishing yet. Learn more: Understanding Extraction Lifecycle in tofu

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