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Odoo

Odoo is an open-source ERP platform used by businesses of all sizes globally. Monitr connects to Odoo's XML-RPC API using credentials you configure.

What Monitr imports from Odoo​

DataUsed for
General Ledger transactionsAll reports and dashboards
Chart of accountsAccount mapping
Analytic accounts (dimensions)Dimensional reporting
Outstanding itemsOutstanding Items dashboard

Preparing your Odoo credentials​

Before you connect Odoo to Monitr, gather the four values you will need. This section walks you through finding each one.

Finding your Database URL and Database Name​

Database URL is the address where your Odoo instance is hosted.

  • For Odoo Online (cloud): Your URL appears in your browser's address bar when you log into Odoo, e.g. https://mycompany.odoo.com
  • For self-hosted Odoo: Use your Odoo server's domain or IP address, e.g. https://odoo.mycompany.local

Database Name is the name of the specific Odoo database you want to connect to.

  • For Odoo Online (cloud): Find it in Settings → System Settings → Database Name, or look at your URL path after logging in (e.g. if your URL is https://mycompany.odoo.com/web/database/selector, the database name may be visible in Odoo's database switcher UI). You can also contact your Odoo account manager.
  • For self-hosted Odoo: Ask your Odoo administrator. It is typically set during Odoo installation.
note

If you are unsure about either value, contact your Odoo administrator or Odoo support.

Creating an API key​

Odoo API keys are separate from your login password. To create one:

  1. In Odoo, go to your Profile (top-right corner, click your avatar or name)
  2. Click Preferences
  3. Open the Account Security tab
  4. Click New API Key
  5. Enter a description for the key (e.g. "Monitr integration")
  6. Click Generate Key
  7. Copy the key and save it somewhere secure — you will not be able to see it again

The API key is the value to enter as Odoo API key when setting up the integration in Monitr.

info

API keys are available in Odoo 14 and later. If you are using an older version of Odoo, contact your administrator about upgrading or alternative authentication methods.

Required user permissions​

The Odoo user account used for the API key must have at least Accountant level access. This role grants permission to:

  • View the chart of accounts
  • Access transaction records (invoices, payments, journal entries)
  • Read analytical dimensions (cost centres, projects)

If authentication fails with a "missing permissions" error, ask your Odoo administrator to grant the Accountant role or higher to your user account.

Connecting Odoo​

  1. Go to Integrations in the sidebar.
  2. Select the Accounting Software tab.
  3. Find the Odoo card and click Add.
  4. Enter the four fields you prepared above:
    • Odoo Database URL — your Odoo instance URL
    • Odoo Database Name — the database name
    • Odoo Username — your login email
    • Odoo API key — the API key you generated
  5. Click Next.
  6. Select the language in which Monitr should retrieve your general ledger accounts, analytical dimensions, and transactions. Click Go to onboarding.

Monitr works with both Odoo Online (cloud) and self-hosted Odoo. For self-hosted instances, the Odoo server must be accessible from the internet.

Managing the integration​

Once connected, the integration card shows the connected company. Click the Settings (gear) icon in the integration card title area.

Click the Settings (gear) icon to remove the connection or delete the entire integration from Monitr.

Notes​

  • Monitr requires the connecting user to have at least Accountant level access in Odoo.
  • Analytic accounts (Odoo's analytical dimensions) are imported and available for dimensional reporting.