Odoo – Close CRM Connector | Close - Odoo Connector | Odoo Close Integration
by Waqas Mustafa https://www.linkedin.com/in/waqas-mustafa-ba5701209/
Odoo
$ 150.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Project (project) • Calendar (calendar) |
| Lines of code | 1250 |
| Technical Name |
odoo_close_connector |
| License | LGPL-3 |
| Website | https://www.linkedin.com/in/waqas-mustafa-ba5701209/ |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Project (project) • Calendar (calendar) |
| Lines of code | 1250 |
| Technical Name |
odoo_close_connector |
| License | LGPL-3 |
| Website | https://www.linkedin.com/in/waqas-mustafa-ba5701209/ |
| Versions | 16.0 17.0 18.0 |
-
Community
-
Enterprise
Enterprise
Community
Odoo ⇌ Close CRM Connector: Bi-directional CRM Sync
Click Here for Complete Manual Guide
https://docs.google.com/document/d/1j9Io1XDyIErzUFh5k9z7RG7FgResHVNTGoOxHjyQe6g/edit?usp=sharing
Description
Seamlessly integrate Odoo with Close CRM for complete CRM synchronization. Keep your contacts, leads, tasks, and notes in perfect sync across both platforms with powerful bi-directional synchronization.
Perfect for businesses using both Odoo and Close CRM who want to maintain a single source of truth across platforms. Features smart pagination, duplicate prevention, and incremental sync for maximum efficiency.
Key Features
Contact Synchronization
Full bi-directional sync with field mapping and user assignments
Opportunity/Deal Sync
Pipeline and stage mapping with monetary values and related contacts
Task Management
Sync tasks with contact linking, deadlines.
Duplicate Prevention
Multiple safety layers prevent duplicate records across systems
Smart Pagination
Handles unlimited contacts and opportunities with efficient API usage
Automated Sync
Configurable cron jobs (5-60 minutes) plus manual "Sync Now" button
Configuration
Step 1: Close CRM API Setup
Navigate to Settings → Developers → API Keys in your Close CRM account.
Create a new API
Key.
Step 2: Odoo Configuration
Go to Close CRM → Configuration → Settings. Enter your API Key, then
configure sync behavior.
Step 3: User Mapping
Click Fetch Users to import Close CRM users, then map them to corresponding Odoo users
in Close CRM → Configuration → User Mapping.
Step 4: Pipeline Mapping (Required for Leads)
Click Fetch Pipelines to import pipeline stages, then map each Close CRM stage to an
Odoo CRM stage in Close CRM → Configuration → Pipeline Mapping.
Step 5: Test & Sync
Click Test Connection to verify your setup, then click Sync Now to
perform your first synchronization.
Sync Behavior
Odoo → Close CRM
When you create or update a record in Odoo, it immediately syncs to Close CRM (if "On Create/Update" is
enabled). The connector stores the Close CRM ID for future updates.
Close CRM → Odoo
Every X minutes (your polling interval), Odoo asks Close CRM for changes. Only updated records are
synced for efficiency. The connector uses smart pagination to handle unlimited records.
Conflict Resolution
If the same record is updated in both systems, the most recent change wins. Timestamps
are tracked to determine which version is newer. No duplicates are created - records are always updated,
never duplicated.
✅ Triple Duplicate Prevention: The connector has multiple layers of protection
including
in-memory tracking, database verification, and unique ID constraints to prevent duplicate records.
What Gets Synced?
Contacts
- Name, Email, Phone, Mobile
- Address (Street, City, State, Zip, Country)
- Assigned User
- Website
Note: Only Individual Contacts are fully synchronized.
Opportunities
- Opportunity Name
- Expected Revenue (Monetary Value)
- Internal Notes (Syncs bi-directionally with Close Opportunity Note)
- Related Contact
- Assigned User
- Pipeline Stage
⚠ Important: Pipeline mapping is required. Unmapped stages will cause sync errors.
Tasks
- Task Title
- Priority Level (Normal / High Star mapping)
- Due Date
- Close CRM Dedicated Time & Date
- Assigned User
- Related Contact/Lead
⚠Important: Tasks sync bi-directionally with precise microsecond time formatting.
Notes
- Note body/content
- Author (if user is mapped)
- Related record (contact or opportunity)
Note: Only "Internal Notes" (comments) sync. System notifications don't sync.
Troubleshooting
Connection Failed Error
Possible Causes:
- Incorrect API Key
- API Key does not have sufficient permissions
Solutions:
- Double-check API Key
- Try creating a new API Key in Close CRM
Contacts Not Syncing
Check:
- Is "Sync Contacts" enabled in settings?
- Is the Sync Direction set to Bi-directional or Close CRM → Odoo?
- Check if the record has a valid email address.
Opportunities Not Syncing
Check:
- Is "Sync Opportunities" enabled?
- Is the opportunity's stage mapped in Pipeline Mapping?
- Is the opportunity type set to "Opportunity" (not "Lead")?
Error: "No Pipeline Mapping found for Odoo Stage 'X'"
Fix: Map the stage in Close CRM → Configuration → Pipeline Mapping
Fix: Map the stage in Close CRM → Configuration → Pipeline Mapping
Duplicate Records
The current code has triple protection against duplicates and cannot create them. Existing duplicates were likely created before the module was installed or manually.
Solution: Manually merge duplicates. The connector will maintain the link going forward.
Best Practices
DO
- Test connection before enabling sync
- Map all users and pipeline stages before syncing
- Start with a small test dataset
- Use reasonable polling intervals (5-15 minutes)
- Regularly check Last Sync Timestamps
- Maintain clean contact data (valid emails, phones)
- Link tasks to contacts
DON'T
- Enable sync on production data without testing
- Skip user and pipeline mapping
- Manually edit Close CRM ID fields
- Delete synced records without understanding impact
- Set polling interval to 1 minute unless necessary
- Enable sync during bulk imports (disable temporarily)
Contact Us
Support, customizations, and development
+92 305-9175085
linkedin.com/in/waqas-mustafa-ba5701209
Our Expertise
Odoo Development
Customization Services
Module Development
Support & Maintenance
Quality Solutions
Connect with us
Waqas Mustafa | ezcodesolution
Version: 17.0.1.1.0
Module design is reserved | Copyright ©
Waqas Mustafa | ezcodesolution
Changelog
-
17.0.1.0.0 2026-04-16
- Initial release with full bi-directional sync
- Contact, Opportunity, Task, and Note synchronization
- Smart pagination with Close CRM API cursor support
- Triple-layer duplicate prevention
- User and pipeline mapping functionality
- Configurable cron jobs and manual sync
- Comprehensive error handling and logging
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