| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 3874 |
| Technical Name |
pragmatic_salesforce_connector |
| License | OPL-1 |
| Website | http://www.pragtech.co.in |
| Versions | 18.0 10.0 9.0 13.0 11.0 16.0 14.0 12.0 15.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 3874 |
| Technical Name |
pragmatic_salesforce_connector |
| License | OPL-1 |
| Website | http://www.pragtech.co.in |
| Versions | 18.0 10.0 9.0 13.0 11.0 16.0 14.0 12.0 15.0 17.0 |
Odoo SalesForce Connector
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
support@pragtech.co.in pragtech
We support for English / French / Spanish at an additional cost
| Supported Odoo versions & platforms | |
| Odoo.sh |  |
| Self Hosted | |
| Enterprise | |
| Community | |
| Odoo Online |  |
Works & tested on standard installations of Odoo with no third party apps
Free support only for odoo installations with no third party apps
Paid support availaible for Odoo installations with third party apps.
Our Service Offerings
Odoo Dedicated Resources
Odoo Success Packs
Odoo Turnkey Projects
To connect with us: support@pragtech.co.in
Features Comparison with Other Connectors
| Company | Pragmatic | Odoo-Ology Pvt Ltd | Techloyce |
| Synchronize SF Accounts | |
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| Synchronize Products | |
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| Synchronize Contracts | |
|
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| Synchronize Orders | |
|
|
| Synchronize Quotes | |
|
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| Synchronize Customers | |
|
|
| Synchronize Events | |
|
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| Synchronize Contacts | |
|
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| Synchronize Leads | |
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| Synchronize Opportunities | |
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Synchronize Products
Synchronize Leads
Synchronize Opportunities
Synchronize Contracts
Import Orders
Import Quotes
Automatic Jobs
Odoo SalesForce Connector Overview
Salesforce is the innovative company behind the world's #1 CRM platform.
Salesforce software is cloud-based, so it doesn't require a team of IT experts to set up or manage - you just log in and start using it.
Faster, Cheaper. Easier. Better. Salesforce takes your business to the next level.
Salesforce's customer relationship management software instantly streamlines and automates your business processes.
By creating infrastructure-as-a-service, your business allows sales, marketing, and support teams to work in
sync and see important sales and customer data with more width and breadth, freeing them up to generate new
clients and better service existing ones.
Odoo SalesForce Connector Features
Import contacts
Export contacts
Import accounts
Export accounts
Import Products
Export Products
Import quotations
Export quotations
Importing sales order
Exporting sales order
Importing Leads
Exporting Leads
Importing Opportunity
Exporting Opportunity
Importing Contract
Exporting Contract
Importing Events
Exporting Events
Importing Task
Exporting Task
Odoo to Salesforce -
Import Export Operations
- Export/Update Products to Salesforce from Odoo.
- Export/Update Customers/Contacts to Salesforce from Odoo.
- Export/Update Sale Orders to Salesforce from Odoo.
- Export/Update Quotes to Salesforce from Odoo.
- Export/Update Opportunities to Salesforce from Odoo.
- Export/Update Leads to Salesforce from Odoo.
- Export/Update Products to Salesforce from Odoo.
- Export/Update Customers/Contacts to Salesforce from Odoo.
- Export/Update Sale Orders to Salesforce from Odoo.
- Export/Update Quotes to Salesforce from Odoo.
- Export/Update Opportunities to Salesforce from Odoo.
- Export/Update Leads to Salesforce from Odoo.
Between Odoo & Salesforce -
Synchronize Operations
- Synchronize upcoming Customers to Salesforce from Odoo.
- Synchronize upcoming Contacts to Salesforce from Odoo.
- Synchronize upcoming Opportunities to Salesforce from Odoo.
- Synchronize upcoming Leads to Salesforce from Odoo.
- Synchronize upcoming Products to Salesforce from Odoo.
- Synchronize upcoming Tasks to Salesforce from Odoo.
- Synchronize upcoming Events to Salesforce from Odoo.
- Synchronize upcoming Contracts to Salesforce from Odoo.
- Synchronize(Deletion) upcoming Orders to Salesforce from Odoo.
- Synchronize(Deletion) upcoming Quotes to Salesforce from Odoo.
Odoo has the following import features which will import data from Salesforce to Odoo.
Fig.1
Odoo Salesforce Connector is an Odoo App which allows following operations: Above screen shows functionalities i.e.) Importing Contacts, Accounts, Products, Quotations, Sales Order
Importing of Customer from Salesforce to Odoo (With Parent Child Relationship)
Fig.2
Above is a contact record along with linked account, Let’s import this Contacts, Click on Import Contacts Button. This will import contacts in res.partner object with parent child relationships( if any).
Fig.3
when records are imported we do maintain reference to record in salesforce using its id know as x_salesforce_id field in odoo.
Importing Accounts(parent of contacts) in Odoo.
Fig.4
If you click on ‘Import Accounts’ in above fig. 1, all the parent of account get imported in Odoo.
Fig.5
Individual record imported with contacts and addresses attached similar as in salesforce.
Exporting Customers to Salesforce from Odoo (With Parent Child Relationships), Performs Update if Customer Exists in Salesforce.
Fig.6
Above is a company record(is_comapny = true) which we will export to salesforce along with a child record.
Fig.7
Click on Actions Dropdown, You will see Export to Salesforce Option. Click on that option.
Importing Products
from Salesforce to Odoo
Fig.8
All the products master from salesforce to odoo get imported once you clicks on ‘Import Products’ button in fig. 1
Exporting Products to Salesforce from Odoo, Performs Update if Product Exists in Salesforce.
Fig.9
Click on Actions dropdown and click on export to salesforce option. The record will be exported to salesforce.
Fig.10
Exported record was created successfully in Salesforce side.
Importing Quotations from Salesforce.
Fig.11
This is a Quotation Generated in Salesforce, In next step we will see this imported to odoo.
Click on Import Quotations button to import all quotes from salesforce as shown fig 1.
Fig.12
Quotations was successfully imported along with quotation lines, above is sample record of a quotation.
Importing Sales Orders from Salesforce
Fig.13
Create a order in Salesforce, Above screen shows a order having 4 orderitems. In next Screen we will see how to import it.
Click on Import Sales Order Button, This will import all sales order from salesforce as shown in above fig.
Fig.14
We see the order was imported from salesforce in odoo Successfully, having state as ‘sale’. We also see its corresponding Delivery Order is also created in odoo automatically.
Exporting Quotations to Salesforce from Odoo, Performs Update if Quotations Exist in Salesforce
Click on Actions dropdown and click on export to salesforce option. The record will be exported to salesforce.
Exporting saleorder to Salesforce from Odoo, Performs Update if saleorder Exists in Salesforce.
Click on Actions dropdown and click on export to salesforce option. The record will be exported to salesforce.
Importing Leads from salesforce to odoo:
All the leads get imported into odoo on click of import lead button
Exporting Leads
Click on Actions dropdown and click on export to salesforce option. The record will be exported to salesforce.
Importing Opportunities from salesforce to odoo:
All the opportunities get imported into odoo on click of import opportunity button
Export Opportunity
Click on Actions dropdown and click on export to salesforce option. The record will be exported to salesforce.
Import Contract:-
All Contract get imported on click of import contract button
Export contract:-
Click on Actions dropdown and click on export to salesforce option. The record will be exported to salesforce.
Import events:-
All records get imported on click of import event button
Export event :-
Click on Actions dropdown and click on export to salesforce option. The record will be exported to salesforce.
Import task :-
All records get imported on click of button import tasks
Export task :-
Click on Actions dropdown and click on export to salesforce option. The record will be exported to salesforce.
We choose REST API over traditional SOAP API due to following benefits of REST API over SOAP API:
- REST requires less bandwidth as compared with SOAP API, Hence REST is much faster than SOAP.
- REST can use Plain Text, XML, JSON for data transport which is lighter in size and doesn’t require parsers, has less overhead.
- REST uses Unique Resource Identifier(URI) to expose business logic.
- REST uses standard HTTP protocol for data transport.
Help Support Covid Relief
Pragmatic has always been contributing itswarsa social causes by exercising its Corporate Social Responsibility. We are pledged to COVID relief and have been donating a major share of our profits to COVID Pandemic Relief. By purchasing our apps and services you are becoming a part of helping the needy in these critical times. If you want to help further please connect with us and we will help you find NGOs whom you can donate directly.
Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.
If you need any help or want more additional features, you may contact us through:
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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