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 13 or above.
The Odoo "custom" pricing tier — lower tiers do not support the API access Finstack needs.
The connecting user must have admin permissions in Odoo to enable the connection.

How do I prepare the Odoo side?

Before connecting with Finstack, gather four pieces of information from your Odoo instance.

Find your Odoo URL

Copy the base URL of your Odoo environment from your browser address bar.

Find your Odoo version

In Odoo, go to Configuration → Settings, select General Settings, and scroll down — your version is listed there.

Find your 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.

Create an API key (only if MFA is enabled)

If multi-factor authentication is enabled on your Odoo account, you cannot use your password to connect — you'll need to create a persistent API key:

Go to your Preferences.
Open Account Security.
Click New API key.
Enter your password to confirm.
Give the key a recognisable name (e.g., "Finstack API key").
Select Persistent key.
Store the generated key safely — you'll need it in the next step.

How do I connect Odoo in Finstack?

In Finstack, go to Setup → Sources and click + Add source (top right).
Select Odoo from the list.
Fill in the setup form:
1. Name for the connection.
2. Odoo URL.
3. Odoo version.
4. Database name.
5. User name.
6. Authentication:
  1. If MFA is disabled — use your account password.
  2. If MFA is enabled — use the API key you created above.
Select the company to connect.
Click Submit.

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