What this article covers

Odoo-specific setup and configuration. For general Sources behaviour (connection status, sync schedule, manual refresh, common imports FAQ), see Sources overview.

Requirements

An Odoo instance running version 15 or above. You can check your version in Odoo under Configuration → Settings → General Settings.
The connecting user must have admin permissions in Odoo.

How do I set up an Odoo connection?

Setting up the connection takes two steps: generate an API key in Odoo, then create the connection in Finstack.

Step 1: Generate an API key in Odoo

First, gather two values from your Odoo environment:

Instance URL — the base URL of your Odoo environment, copied from your browser address bar (e.g., https://your-company.odoo.com).
Database name — in Configuration → Settings → General Settings, click Activate the developer mode under Developer Tools; your database name then appears in the developer-mode interface.

Then generate the API key:

Go to Profile → My Preferences → Security → API Keys → Create, and fill in:
1. What's this key for? — e.g., Finstack Integration
2. Select a scope — RPC
3. Duration of the key's validity — we suggest 6 months. Odoo defaults to 1 day, which is too short for a permanent connection; a Persistent Key (no expiry) is also possible, but a limited validity window is generally the safer choice.
Copy the generated API key.

For more information, see the Odoo documentation.

Step 2: Create the connection in Finstack

In Finstack, go to Setup → Sources and click Add source (top right).
Select Odoo.
Fill in the fields:
1. Instance URL — from Step 1
2. Database name — from Step 1
3. Login email — the email address of the Odoo user the API key belongs to
4. API key — the key you generated in Step 1
Optional: tick Analytical Accounting to import Odoo analytic accounts as cost centers (see below).
Press Confirm. The connection is set up and transactions start loading.

Can I import Odoo cost centers?

Yes. Tick the Analytical Accounting checkbox when setting up the connection — Odoo analytic accounts are then imported as cost centers in Finstack.

This requires the "Analytic Accounting" setting to be enabled in Odoo (Configuration → Settings → Analytics). See the Odoo documentation.

What happens when my API key expires?

Odoo deletes the API key automatically once its validity period has elapsed. The connection then disconnects automatically. To restore it: generate a new API key in Odoo (see Step 1 above) and follow the Reconnect flow on the Odoo source in Setup → Sources, entering the new key.

Prefer not to renew periodically? You can select Persistent Key as the validity when generating the key — it never expires, though a limited validity window is generally the safer choice.

Odoo