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  1. APPS
  2. SugarAI
  3. Odoo SugarAI Integration v 15.0
  4. Sales Conditions FAQ

Odoo SugarAI Integration

by echoBitz IT Solutions Pvt. Ltd. https://www.echobitzit.com
Odoo

$ 351.30

v 15.0 Third Party
Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Contacts (contacts)
• Discuss (mail)
• Sales (sale_management)
• Calendar (calendar)
• Invoicing (account)
Lines of code 8857
Technical Name eb_osc_integration
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Contacts (contacts)
• Discuss (mail)
• Sales (sale_management)
• Calendar (calendar)
• Invoicing (account)
Lines of code 8857
Technical Name eb_osc_integration
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 15.0 16.0 17.0 18.0 19.0
  • Description
  • License
echoBitz Odoo Partner

Advance Odoo SugarAI
Integration

The Ultimate Bi-Directional Odoo ↔ SugarAI CRM Connector

Transform how your sales and accounting teams collaborate by merging Odoo and SugarAI into a single source of truth. Our SugarAI integration eliminates manual data entry and third-party middleware bottlenecks by delivering seamless, fully automated, bi-directional synchronization across 6 major modules: Contacts, Companies, Opportunities, Leads, Products, and Users.

Configure complex data logic in minutes without a developer. The connector features an intuitive visual dynamic field mapping engine, intelligent dropdown value alignment, hash-based change detection and per-field sync direction control (Odoo → SugarAI, SugarAI → Odoo, or both). Powered by flexible triggering - choose between instant manual sync or scheduled background cron batches - your data stays fresh 24/7. Complete with a comprehensive real-time diagnostic logger, you'll have complete visibility and control over every synchronized record.

Key Features

Everything you need to connect Odoo and SugarAI securely and automatically

Visual Dynamic Field Mapping
No code required
Hot Feature

Our Visual Dynamic Field Mapping interface to map any Odoo field to any SugarAI property - for every module independently. Set the sync direction per field (Odoo → SugarAI, SugarAI → Odoo, or both). Dropdown value alignment lets you map Odoo selection values to SugarAI picklist keys in a visual matrix.

Per-Field Sync Direction Hot Feature
Each mapped field can be set to sync Odoo → SugarAI, SugarAI → Odoo, or both independently per module.
Dropdown Value Aligner Hot Feature
Map Odoo selection field values to SugarAI enum values visually. Stage names, priorities, and statuses aligned with no code.
Smart Batch Processing
Hot Feature

Configurable pagination size (1–100 records/batch) controls SugarAI API throughput.

Hash-Based Change Detection
Records are compared via SHA hash before syncing. Only changed records are pushed - eliminating all redundant SugarAI API calls.
Configurable Batch Size
Set pagination size 1–100 on the instance. Large batches improve throughput; smaller batches improve error isolation per record.
Auto-Create SugarAI Fields
Hot Feature

One-click creation of all required SugarAI custom properties sync_odoo) across 6 object types: Contacts, Companies, Opportunites, Products, Leads. Skips already-existing fields gracefully.

Import SugarAI Field Schemas
Hot Feature

Fetch all available SugarAI properties for each object type directly into Odoo with a single button click per module. Field names and types are stored and made available in the mapping widget automatically.

Flexible Sync Triggering
Choose between: Manual Button per module, Manual SugarAI to Odoo Wizard by SugarAI ID, or Scheduled Cron running every 30 min - all modes coexist on one instance.
Sync Progress Tracking
Visual progress stage field on the instance tracks current scheduler state: Users → Contacts → Companies → Opportunities → Leads → products → Completed.
Comprehensive Integration Logger
Hot Feature
Every sync logged: direction, module, record ID, HTTP status, request & response payload, operation type, performed by (Manual/Cron), and resolution status.
Manual SugarAI to Odoo Wizard
Import specific SugarAI records by ID using the SugarAI to Odoo Wizard. Enter one or multiple SugarAI IDs (comma-separated) and trigger an immediate import for Contacts, Companies, Opportunities, Leads, Product, or Users.
Quick Setup - 5 Steps

Connect Odoo to SugarAI in Minutes

Enter your SugarAI Credentials and generate Access Token, create the custom SugarAI fields with one click, configure your visual field mappings, then enable sync. Your Odoo data flows to SugarAI automatically - and SugarAI data flows back with no coding required.

Watch Demo Video
See the full SugarAI integration setup and live bi-directional sync in action.

6 Synchronized Modules

Complete coverage across your entire business workflow - from CRM to Finance

👤
Contacts
↔ Both
Sync individual contacts (people) between res.partner and SugarAI Contacts object. Includes first/last name split, email-based deduplication, and related activity sync.
  • Email deduplication check before create
  • Sync related Notes, Tasks, Emails, Meetings
  • Sync associated Companies & Opportunities
  • SugarAI owner auto-linked to Odoo user
🏢
Companies
↔ Both
Sync company records (res.partner where is_company=True) to SugarAI Accounts object, including all associated contacts and opportunities.
  • Auto-detect company vs contact records
  • Sync related Contacts & Opportunities
  • Sync Related Notes, Tasks, Emails, Meetings
💼
Opportunities
↔ Both
Sync CRM Opportunities (crm.lead) to SugarAI Opportunities. Probability is auto-converted to SugarAI Opportunities stage probability format.
  • Stage & pipeline mapping with dropdown aligner
  • Probability % auto-converted
  • Sync related Notes, Tasks, Emails, Meetings
  • Linked to Contacts & Companies in SugarAI
📄
Leads
↔ Both
Sync Leads (crm.lead) as SugarAI Leads.
  • Sync related Contacts & Companies
  • Sync Related Notes, Tasks, Emails
📦
Products
↔ Both
Sync product.template records to SugarAI Product.
  • Price, description, and category mapping
👥
Users
↔ Both
Sync Odoo internal users (res.users) to SugarAI Users.
  • First name / last name field split
  • Email used as match key in SugarAI
  • SugarAI User ID stored on Odoo user

Feature Deep Dive

Explore every capability of the Advance Odoo SugarAI Integration in detail

  • Configuration
  • Model Configuration
  • Logs Configuration
  • Release Notes
  • FAQ
Configuration Screenshots
01
Click on profile icon and go to Admin settings.
Configuration Screenshot 1
02
In Administration, click on OAuth Keys under System section.
Configuration Screenshot 2
03
Click on three dots and select Create OAuth Key.
Configuration Screenshot 3
04
Enter Consumer Key and Secret (Client ID & Secret) and save.
Configuration Screenshot 4
05
Copy the SugarCRM Base URL from the browser.
Configuration Screenshot 5
06
Go to Configure API Platforms under Developer Tools.
Configuration Screenshot 6
07
Add platform name (e.g., odoo) and click Add, then Save.
Configuration Screenshot 7
08
Open Odoo and click on Odoo SugarAI Integration app.
Configuration Screenshot 8
09
Click on New to create a new instance.
Configuration Screenshot 9
10
Fill all credentials and click on Generate Access Token.
Configuration Screenshot 10
11
Access token generated successfully after clicking Generate Access Token.
Configuration Screenshot 11
12
Click on Test API Connection to verify the integration connection. Connection successful message confirms API connection is working.
Configuration Screenshot 12
13
Click on Create SugarAI Custom Fields to create required fields in SugarCRM. Custom fields created successfully (check logger for details).
Configuration Screenshot 13
14
Open SugarAI Logger to verify field creation logs and status.
Configuration Screenshot 14
15
Click on Set Up Schedulers to configure automatic sync.
Configuration Screenshot 15
16
Scheduler list shows all configured cron jobs for syncing data automatically.
Configuration Screenshot 16

Field Mapping Configuration

Each module has its own mapper model that stores field-to-field relationships between Odoo and SugarAI. The OWL drag-and-drop widget makes configuration intuitive - no developer needed.

Field Mapping Line Attributes
  • Odoo Field - technical field name on the Odoo model
  • Odoo Field Type - auto-fetched (char, many2one, etc.)
  • SugarAI Property - corresponding SugarAI field name
  • SugarAI Field Type - SugarAI data type (string, number)
  • Sync Direction - Odoo to SugarAI, SugarAI to Odoo, or Both
Dropdown Value Mapping

A JSON field stores the value translation matrix for selection/enum fields. The OWL widget renders it as an interactive key-value grid for visual alignment.

{ "draft": "DRAFT", "sale": "CLOSED_WON",
 "cancel": "CLOSED_LOST" }
Supported Sync Modules

All 6 modules have independent mapper models. Each module's field mappings, sync direction, and dropdown alignments are fully configured separately.

Sync Module Overview
Contacts Companies Opportunities Leads Products Users
Model Configuration Screenshots
01
Go to Opportunities tab and click on “Import Opportunities Fields.”
Model Configuration Screenshot 01
02
Map Odoo stage_id with SugarAI sales_stage and verify field mappings.
Model Configuration Screenshot 02

Integration Logger

Every sync operation - whether triggered manually, by cron - is captured in the SugarAI Logger model. The logger provides a full audit trail with enough detail to diagnose and resolve any data sync issue.

Logger Fields Captured
  • Integration Direction - Odoo To SugarAI / SugarAI To Odoo
  • Module Name - Contacts, Companies, Opportunities, Leads, Products, Users etc.
  • Operation - Create / Update / Import Fields
  • Record ID - Odoo record ID processed
  • Status Code - HTTP response code from SugarAI
  • Request & Response Payload - full JSON data
  • Resolution Status - Pending / Resolved
  • Performed By - Manually / Scheduler

Integration Logger Fields

Every sync operation is automatically logged. Browse the full history from SugarAI Integration → Integration Logger.

Fields Captured per Sync
Direction Odoo To SugarAI / SugarAI To Odoo
Module Contacts, Companies, etc.
Operation Create / Update
Record ID Odoo record processed
HTTP Status 200 / 400 / 404 / 500
Request Payload Data sent to SugarAI
Response Payload SugarAI API response
Performed By Manual / Scheduler
Resolution Status Pending / Resolved
Log Retention
  • Remove Log Scheduler — configurable 1–12 month retention
  • Scheduled Sync Cron — runs every 30 min automatically
Log Type Reference

Each log entry is classified by type to make filtering and diagnosis instant. Resolve pending entries after fixing any errors.

Log Type Meaning Resolution
Success Sync completed successfully Auto-Resolved
Error API call failed with error Pending → Manual
Warning Partial or non-critical issue Review & Resolve
Info Informational operation log Auto-Resolved
Log Configuration Screenshots
01
Go to SugarAI Logger and verify sync status, logs, and errors for data transfer.
Log Configuration Screenshot 1

Release Notes & Version History

Version 15.0.1.0.0 — Initial Release
Latest
  • Core Engine: High-performance, zero-middleware hub architecture established.

Frequently Asked Questions
Can I have multiple SugarAI instances connected at once?
No. Only one Instance can be Active (Connected) at a time - enforced by a SQL UNIQUE constraint and Python validation. This ensures data consistency and prevents conflicting sync jobs.
Will duplicate records be created if I run sync multiple times?
No. The sync engine uses sync_key as the unique identifier in SugarAI. Before creating any record, it searches for an existing one by sync_key and updates it. For Contacts, email address is also used as a deduplication key.
What happens if a sync fails mid-way?
Every record operation is individually logged. If one record fails, the rest continue processing. Failed operations appear as Pending in the Integration Logger with full error details and payloads for investigation and manual resolution.
Can I map custom SugarAI properties?
Yes. After clicking Import Fields, all SugarAI properties - including custom ones - are available in the visual mapper. You can create pre-Required custom SugarAI properties directly from Odoo using the Create SugarAI Custom Fields button.
What Odoo version is required?
The module is built and tested on Odoo 15+ (Community and Enterprise). Required dependencies: helpdesk, mail, crm, sale_management, account, base_automation, and bus.
Does this module require external libraries or middleware?
No. Uses only Odoo 19's built-in framework and Python's standard library (json, hashlib, requests). No Zapier, Make.com, or any third-party middleware required - direct SugarAI API connection only.

Book a Demo or Watch Advance Odoo SugarAI Integration in Action

Schedule a walkthrough with our team or explore the SugarAI integration demo video.

Watch Demo Video
See the full Advance Odoo SugarAI Integration setup, live bi-directional sync, and field mapping workflow in action.
Schedule a Meeting
Talk to echoBitz about your use case, rollout plan, and the best SugarAI Integration setup for your Odoo project.

Scan and Connect with echoBitz

Book a meeting, start a WhatsApp conversation, or reach us by email from one simple visual card. It is the fastest way to move from curiosity to a live SugarAI Integration discussion.

Meeting WhatsApp Email
echoBitz QR contact options

Our Services

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Support & Maintenance

Enjoy peace of mind with our reliable support, updates, and bug fixing services.

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View All echoBitz Apps on Odoo App Store

Ready to connect your Odoo and SugarAI with Advance Odoo SugarAI Integration?

Install the Advance Odoo SugarAI Integration, enter your SugarAI Credentials and Generate access token, and start syncing Contacts, Companies, Opportunities, Leads, Products, and Users bi-directionally in minutes - no middleware, no manual entry, no code required.

Get Support Schedule a Demo Visit Our Website
echoBitz IT Solution Pvt. Ltd. | Odoo Certified Partner | info@echobitzit.com | www.echobitzit.com
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