Vtiger integration with Odooby Pragmatic TechSoft Pvt Ltd.
Vtiger Integration with Odoo
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Vtigar Integation With Odoo
Pragmatic has developed Odoo module which makes connection between Vtiger and Odoo
Pragmatic has developed Odoo module which makes connection between Vtiger and Odoo. This interface will sync data from Odoo to Vtiger and creates Contacts, Organizations, Products, Sale Orders and Invoices in the Vtiger system.
After installation of this connector, user needs to configure the settings for it. Please refer below screenshot for more details.
Path : Settings → Companies → Companies → VTiger Configuration.
Following details will require to make connection:
- Access Key → User will get Access Key from the Vtiger Application.
- VTiger Server URL → User need to provide URL of Vtiger Application server.
- User Name → Username of Vtiger application from which data has to be sync.
- Default Assigned User → While creating record in Vtiger, user need to provide default user from it. So here we are fetching the users from Vtiger using Test Connection button.
Syncing of Sales Order
When User are creating sales order, at the time of sales order confirmation, system will sync the order in Vtiger and will create sales order and following:
- Will create Contact if not available
- Will create Organization if not available
- Will create Products if not available
And when we click on confirm order button, this order will be synched with Vtiger and will create the record.
This is the shipping address details information from the sales order.
This is the product information of the sales order.
Whenever sales order gets created from the Odoo, it contact is not available in Vtiger then it creates the new one.
We are also creating organization/company from the Odoo if it is not available in Vtiger application.
When sales order gets create it check if the product is available in the Vtiger application. If it’s not available then system create new one.
Odoo Invoice Payment
Whenever user will pay the invoice in Odoo, system will create an invoice in Vtiger application.
Once an invoice get paid in Odoo system, connector creates new invoice in Vtiger with associated sales order reference.
Contact / Support
Pragmatic Techsoft Pvt. Ltd.Support
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.
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