- Magento Odoo integration is a necessity because the manual entry of data between the two platforms is simply not possible after a certain level of growth, where the data becomes bigger and more complex. Our Odoo-Magento 2 connector app automates your vital business processes and eliminates the need for manual data entry in Odoo by enabling bi-directional data exchange between your Magento 2 and Odoo. Also, this module saves your time by automatically & instantly synchronising your catalogues, orders, customers and inventory data from your online store in Magento 2 to Odoo. After installation of this module, there will be a rare need to login into Magento 2 admin panel for managing business operations. You can manage most of the operations from Odoo itself and that too with integrating inventory with other popular business apps like CRM, Purchase & Accounting.Magento instance configurations and setup
Once Odoo-Magento Integration is installed in your Odoo, you will get Magento Instance configuration under “Magento >> Settings >> Settings”. There is one section called Instance configuration, Inside that section you can select a preconfigured instance for changes of other parameters. But if there is no any Magento 2 Instance is configured yet, you need to configure new instance by clicking on the link “Create More Instance”, in which you have to provide information of Magento2 (REST API) like “URL”, “Consumer Key”, “Consumer Secret”, “Access Token”, “Access Token Secret” etc. After creation of the new instance, you can sync basic information from Magento to Odoo using one button “Import Basic Info”. In this operation system will fetch all websites, stores, store views information from Magento and integrate it inside Odoo. After “Import Basic Info” you will get data inside “Website Configuration”, “Store Configuration” and “Store View Configuration” for configuring different parameters according to your requirement. “Website”, “Store” and “Store Views” must be configured properly before starting to integration for all other objects like partners, products, orders etc. According to the Magento structure, one Magento Instance have multiple websites, One website have multiple Stores and one store has multiple store views. And all have its own configuration parameters. Like website has configuration of different price related options, the store has email notification related options, store view has language-related options. There are some parameters which are related to Magento Instance like the warehouse and main price list.
Note : You have to install magento plugin named "Emipro" using the installation guide line : https://shop.emiprotechnologies.com/documentation/extension-installation-guide-for-magento2
Steps to generate Integration key in Magento
https://shop.emiprotechnologies.com/documentation/odoo-magento-2-connectorMultiple Magento instances together
With this module user can easily manage multiple Magento instance together in Odoo, but all the instances must belongs to the same version of Magento (Magento 2). You can see in next feature Dashboard.Dashboard
It separates navigation for each instances, user can easily navigate to selective instance data. Basic idea behind to define new Dashboard is to navigate through all the Magento instances from the common location. In that dashboard we have provided all the possible navigation options to review Magento data instance wise. Like user can easily review how many products, orders, customers, shipments, invoices belongs to the particular instances.Import From Magento to Odoo
With this model user can easily import data from Magento to Odoo, to import all these data user have two possible options manual and automatic.
Import customer groups
To import all customer groups from Magento, go to “Magento >> Settings >> Globals >> select Magento Global >> Imports tab” There will be one button to import all Customer groups.
To import all customers from all websites, go to Magento Global and click button for “Import partners from all websites”, this will import all the customers from all websites along with its addresses. User can also import customers from the particular website by clicking on button from Magento >> Settings >> Website >> Imports (tab) >> Import in Background (button). On Fly : When any order is imported from Magento to Odoo and inside that order, customer is newly set which is not available/synced inside Odoo at that time Odoo will fetch on fly that customer and set it inside that order.
Import product categories
This connector will sync product categories automatically using schedule jobs, manually by clicking on the button inside Magento instance and on fly when any Products or Orders are imported and category is not synced inside Odoo. Magento's N-Level of categories are managed with Odoo's Parent and Child relationship.
User can import products from Magento to Odoo manually by clicking on the button “Import Products” from the Magento instance screen. On regular basis system will automatically import products based on the configured schedule jobs for that and When any sale order is imported and its products are not available/synced inside Odoo at that time on-fly that product will be imported from Magento to Odoo.
- Manage multi language products
- Import product images
- Import products attributes
- Import Product attribute sets
- Import products attribute groups
- Import product attribute options
This connector is also working for the multi language information for the products. It will import all language translation from Magento to Odoo. User can set default language of the store view from Magento >> Settings >> Store View Configuration.
Immediately after the product import, all linked images will be imported automatically.
Before product import, all custom attributes will be imported automatically or user can import all product attributes manually from Magento >> Settings >> Globals >> select Magento Global >> Imports(tab) click on button “Import attributes”.
To import attributes set from Magento, click on button for “Import attribute sets” which is available after import attributes button in Magento Global. This will import all attribute sets with its groups and register attributes if available in Odoo.
All product attribute groups will be imported automatically with the product attribute set import and all attributes will be registered which are linked with that.
All attribute options will be imported automatically when product attribute import.
Import Sale orders : Manually / Automatically
Magento Sales Orders can be integrated with Odoo by 2 ways, either automatically via cron jobs or manually While importing Magento Orders to Odoo, if a customer does not found in Odoo, a system will create the customer automatically to eliminate duplicate data entry. All the Invoices and Shipments will be imported automatically from Magento to Odoo. To import orders from all store views, go to Magento >> Settings >> Globals >> Open Magento Global >> click on a button next to “Import sales orders from all store views”. Import orders from a single store view and for that go to Magento >> Settings >> Storeviews >> Open store view >> click on button “Import Sale Orders”.
- Import Invoice
- Import delivery order (any orders which processed in Magento can also be imported with its shipment details)
- Manage multi currency orders
- Create delivery methods if not exists in Odoo
- Tax configuration
When Magento order will be imported in Odoo and invoice is already there in Magento order (payment method like paypal receives advance payment) then this module will create automatic customer payment entry against the sales order. User can view the advance payment details from the sales order screen in Odoo, there is one button in sales order “View Advance Payment”.
In Magento sales order if shipment is already done then those shipments will automatically be imported with tracking information.
User can import order in Magento order currency or in Magento base currency. In order to do that user need to set the option "Integrate order with Magento Order currency?" in Magento Global. If this option is selected, Order will be imported in Magento order currency otherwise it will be imported into Magento base currency. Magento base currency must be same as Odoo company currency.
This app will automatically create a delivery method of order when order getting imported in Odoo if that delivery method does not exist in Odoo.
While import sales order from Magento to Odoo that time all order details will be imported and set it into the sales order of Odoo, in that any products in order have taxes then those taxes must be set in Odoo, here is possibility that taxes may not exists in Odoo. In that case order import process getting failed and order won't be imported.
This app will give you facility to create tax automatically when order getting imported in Odoo, if order items have tax and matching tax will not be found in Odoo. User can set this option “Create tax if not found?” in Magento website, if this option is set then tax will be automatically created as per configuration given in Magento website for tax like “Tax include in price”, “Tax Code”, “Tax Account”, “Tax Refund Account” and tax percentage given in order item when order import.
If user does not want to create tax automatically and tax will not found in Odoo then order will not be imported and will be skipped with log entry.Export from Odoo to Magento
With this feature user can easily export data from Odoo to Magento when any changes happen in Magento related data like new product created, Invoice getting paid / shipment getting transferred for Magento order, etc.
This app will give you a facility to export products and related object like product category, product image, attribute, attribute set, etc from Odoo to Magento automatically. User can set option as “Allow Product Export?” in Magento Global and to set this option user need to go to Magento >> Settings >> Globals >> Open Magento Global >> Advanced Configuration tab/page, if this option is set then products and related objects will get export from Odoo to Magento when it will create otherwise product can not be exported to Magento.
To export a new product to Magento, user need to create it from Magento tab in product variant screen and select Magento Global, websites to link with the product. There are some required values for product when product will export to Magento like user need to set attribute set, Internal reference. User can set custom attribute's values from “Open Attributes” wizard and to navigate to that wizard user need to go Product screen >> click button “Open Attributes”. User can export multiple products. In order to export multiple products for Magento, user need to go to menu Sales >> Sales >> Product Variants >> from list of products select one or more products >> At the top side under the “Action” section, select “Export Multiple Product” and in wizard select Magento Global to export and select websites.
- Export product images
- Export products attributes
- Export products attribute sets
- Export products attribute groups
- Export products attribute options
To export images for product, open product for which user want to export image then click on Edit, go to Magento tab/page >> from Magento product select appropriate product >> Images tab/Page >> Add an Item.
Product attributes can be export on fly or manually when product attribute create for Magento. All related attributes will be automatically exported to Magento before product export to Magento. When user will create product attribute that will be automatically exported to Magento. To create Magento product attribute, go to Magento >> Sales >> Attributes >> Attributes >> Create new attribute to export.
To export attribute set from Odoo to Magento, user need to go to menu Magento >> Sales >> Attributes >> Sets >> create new attribute set.
Before exporting Attribute Set, user needs to make a setting as “Attribute set template” in Magento >> Settings >> Globals >> Open Magento Global >> Advanced Configuration tab/page.
To export attribute groups, User need to go to menu Magento >> Sales >> Attributes >> Groups >> create new attribute group.
When user will create attribute option then that will be automatically exported to Magento and to create attribute option user need to go to menu Magento >> Sales >> Attributes >> Options >> Create.
Export product stock Manually / Automatically
User can export product stock from following ways :
- Automatically for all products
- Manually for all products
- Manually for selected products
Set auto schedule job “Auto Export product stock” from Magento >> Settings >> Settings >> Auto Cron Configuration. It will automatically export stock of all products which are sync with Magento. Odoo will take selected “stock field” which is set inside Magento >> Settings >> Settings >> Instance Configuration for export product stock from Odoo to Magento.
User can export all products stock Manually from Magento Global, to export stock go to Magento >> Settings >> Globals >> Open Magento Global >> click on button next to “Update all the products stock quantities”.
User can also export Particular selected no of products stock to Magento. To export stock go to Magento >> Sales >> Products >> select products from list >> action >> click “Export Stock to Magento”.
User can manage stock quantity of product from Odoo, this app will allow user to export fixed quantity or actual stock of Odoo to Magento for every products. User can set this configuration from menu Magento >> Sales >> Products >> Open product >> click on Edit >> go to Magento tab/page >> open Magento Product details >> select particular option for “Export Stock Type”
- Export actual stock
- Export fixed stock
If “Export Actual Stock” option is selected in product then actual stock of Odoo will be exported to Magento. Actual stock will be taken from the warehouse which will be configured at Magento globals.
If “Export Fixed Quantity” is selected in product then fixed quantity given in “Fixed Stock Quantity” will export to Magneto for that product. System will never go to check how many actual stocks are there it will export always fixed qty which is set by user in configuration.
Export Customer invoices
Invoice Export to Magento for particular order will be done automatically by the Odoo. Invoice export is based on configuration, user can also stop to export customer invoice from Odoo to Magento. User need to set this configuration in payment method, For this user have to go Magento >> Settings >> Payment Methods >> In payment method “Create invoice on”, there are three option inside this field “Validate”, “paid” and “NA”. If user select “Validate” then invoice is validated at that time trigger will be fired to export invoice from Odoo to Magento, If “Paid” is selected then invoice is paid at that time trigger will be fired to export from Odoo to Magento and if “NA” is selected then invoice will never be exported.
Export Delivery Orders with its tracking Reference
Export delivery order from Odoo to Magento will automatically be triggered when any shipment getting done inside Odoo for Magento order. This connector is also manage partial shipment process means if partial shipment getting done then also it will export that done shipment to Magento with its tracking reference number if exists in shipment.Automatic process configuration (workflow)
This is advisable to configure Automatic workflow before you start to sync Odoo with Magento. Because improper configuration of workflow leads you to run time issues of sales order import. With Auto workflow user can choose what actions they want to do after order import, like create shipments, invoices create / validate. User can configure automatic workflow from Magento >> Settings >> Automatic Workflow Menu.
Invoice policy configuration
User can configure invoice policy for sale orders from automatic workflow. This invoice policy will be apply to orders from workflow which is selected inside the order. There are two options for that invoice will be created based on delivery order or ordered quantity.
Options to choose automatic actions
With this feature user can configure automatic create or validate sale order and related invoice and shipments.
Order validation : In automatic workflow if “Validate Order” option is selected then order will automatically be confirmed.
Create invoice : If option “Create Invoice” is selected then automatic invoice created as per invoice policy of order.
Validate invoice : If option “Validate Invoice” is selected then automatically invoice will be validated.
Confirm and close shipment : if option “Confirm and Close Picking” is selected then confirm the shipment and close it.
Force invoice date : if this option is selected invoice will be created with order date.Magento website wise payment method configuration
This is the very important configuration to import sales order from Magento to Odoo. If this is not configured then order will not be imported. User have to create website wise payment methods before to start sales order import process. In payment method user need to set some parameters like 'Journal for payment','Automatic Workflow', 'Create Invoice on', 'Register Payment As', etc.
- Payment journal configuration
- Automatic process configuration
- Configuration when to export invoice to Magento
- Advance payment registration configuration
User need to set journal in payment methods for payment entries(customer payments of sales order). When sales order created with advance payment in Magento then that order will be imported with the customer payments that payments will be created with the configured account journal.
All the automatic actions will be taken for the sales order which are linked up with the Magento, auto workflow will be selected from the payment methods and set into the sales order.
User can control the invoice export flow by configuring “create invoice on” option in payment method, if user don't want to export invoices to Magento then simply need to set N/A options. The same way user can choose the export invoice trigger point either it's being while invoice getting paid or validated.
When order imported with the advance payment then customer payment will be created in Odoo, so user may wants or not to reconcile that payment entries while invoice getting validated. So for that one configuration is there in payment method “ Register Payment as”. It has two options:
Advance Payment : If this option is configured then payment entries will not be reconciled automatically, user needs to do it.
Payment Against Invoice : If this option is configured then invoice will be reconciled automatically while the invoice getting validated, it means payment will be auto registered based on the advance payment.Magento instance wise auto schedule Jobs configuration and setup
Per each Magento Instance, you can set automatic jobs for importing customer groups, customers, product categories, products, sale orders from Magento to Odoo, export product stock from Odoo to Magento etc. Those automated jobs are setup that can run at different timed intervals. To do this setting, you need to go to menu 'Magento >> Settings >> Settings' and at each instance you can see these settings under the “Auto Cron Configuration” option. Once you set and click on Apply.Log details for every transaction between Odoo and Magento
Each sync operation between Odoo and Magento is logged inside Odoo under Magento >> Logs >> Logs menu. User can see some information like when sync process is created, when it is started, by whom it is started, when it is getting done, what is reason to fail etc.Reporting
By allowing the data to tell the story, you can be more precise in setting goals that raise desired results. With our amazing reporting feature of Sales Analysis and Invoice Analysis will help you to achieve this.
- Sales Analysis Report
- Invoice Analysis Report
With our amazing reporting of your Magento sales will help you to create a culture of daily accountability, visualize your Magento sales in one screen as well as save your valuable time by eliminating the need to aggregate and communicate raw data.
With our beautiful Invoice Analysis report of your Magento Invoices will allow you to analyse the customer payments of Magento orders. Producing a clear and in-depth Magento Invoice analysis report will help managers to make better data-driven decisions. In Advanced search view, Improve your readability of your report according your needs with our advanced filters and group by options.
- User Guide
- Best overall experience with app and the team
This is how the connector helped me
- Integrated my Magento store with my Odoo instance
- No manual operations required
- Managing products, their stock & prices became very easy
- Orders are automatically imported from Magento to Odoo
- All the features on this connector are very detailed and built keeping eCommerce business needs in mind.
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