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Travel Request Connector for Mynativ

by
Odoo

$ 39.35

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 589
Technical Name xopgi_mna_crm
LicenseOPL-1
Websitehttps://www.merchise.org/myna-connector
Versions 12.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 589
Technical Name xopgi_mna_crm
LicenseOPL-1
Websitehttps://www.merchise.org/myna-connector
Versions 12.0 17.0

Travel Request Connector for Mynativ

The Travel Request Connector streamlines travel workflows by integrating travel requests from Mynativ into Odoo CRM. It helps businesses efficiently track and convert requests into commercial opportunities, optimizing communication and sales processes.

Create the connection

Configure the connection in Odoo to receive requests​.

Set up API connection

Establish a connection in Odoo using the access parameters of the Mynativ API.
1. To configure MyNativ API integration:
  • Access the menu Settings / Mynativ Connections.
  • Click on the Create Button.
2. Complete the required fields:
  • Personal access token for the partner in Mynativ.
  • Connection name.
  • API URL: specify the API connection URL
  • Proxy URL: this field is optional.

3. Test and Activate the Connection

  • Use the "Test Connection" function to verify that the connection configuration is correct.
  • Confirm that the system issues a validation message indicating that the connection has been successfully validated.

Activate the Connection

Once the connection has been validated, click the "Inactive / Activate" button to activate the scheduled task "Receive Travel Request."

Define Sales Team and Client

Set default values for the client and sales team where opportunities should be registered.
4. To configure the default values access the section Configuration/General Options/CRM/Mynativ Opportunity.
When a new opportunity is registered from a travel request, it will be created in the defined sales team and client.

Receive Travel Requests

With the active connection, the system searches for new requests and registers them as CRM opportunities.

Automatic Request Reception

Upon activating the connection, the system will create a scheduled task "Receive Travel Requests," which will connect at the established frequency to the Mynativ API to fetch the latest registered trips according to the set configuration.
When the scheduled task runs, the application retrieves registered travel requests from Mynativ, obtaining up to 30 trips per execution.
Travel requests are automatically converted into opportunities in Odoo, registering those trips that are not linked to existing opportunities.
Travel details, such as the traveler’s name and budget, are recorded in the corresponding fields of the opportunity.
Each opportunity will be named by concatenating the commercial ID, status, and traveler’s name.

Traceability

Internal notes are automatically generated, including all relevant data from the travel request, allowing for better internal communication and tracking.
Version 1.0 |Released on: 21st April, 2025.

Travel Request Connector for Mynativ in Odoo 17

License: OPL-1

Author: "Merchise Autrement [~º/~] and Contributors"

Support

Need Help?

Got questions or need help? Get in touch.

Copy links:

https://www.merchise.org/myna-connector#scrollTop=0
https://www.merchise.org/contactus
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