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This article explains how to connect Silverfin with Odoo to synchronise bookkeeping data. Once the connection is established, any changes made in Odoo will sync with Silverfin.
Table of contents
- How to set up connection with Odoo at the firm level?
- How to obtain API key in Odoo?
- How to find a Database name in Odoo?
Key information
- Only users with admin rights can set up synchronisation at the firm level.
- Silverfin supports Odoo version 15 and newer.
- Odoo.sh is a customisable version of Odoo and is not officially supported by Silverfin. However, depending on the specific modifications made in Odoo.sh, the connection may still work. In case of question, contact Odoo Support.
- There are no additional charges for synchronising with Odoo cloud package.
How to set up connection with Odoo at the firm level?
To establish the connection with Odoo at the firm level, please follow these steps:
- In the firm overview screen click on the 'Syncs' tab.
- Click the 'Add new sync' button and choose 'Bookkeeping sync'.
From the drop-down menu, choose Odoo sync and click 'Connect'.
- Fill in the relevant fields.
- Name: name you give to the sync entity.
- Odoo Database URL: This is usually in the format https://companyname.odoo.com, but it may also be a custom domain like mycompany.be. Note: The URL must start with https://.
- Email address of the user: The email address used to create the API key. Note: The API key acts like the user’s password, so the email must match the one used to obtain the API key in Odoo.
- API key: API key created in Odoo.
- Odoo Database name: By default, Silverfin uses the first part of the Odoo database URL as the database name.
Example: https://company-name.odoo.com → "company-name" is the database name. - Only fill in this field if:
- the actual database name differs from the subdomain in your Odoo URL, or
- you are using an on-premise Odoo installation with a custom domain (not odoo.com).
How to obtain API key in Odoo?
You can find the complete step-by-step guide in the Odoo help article.
How to find a Database name in Odoo?
- There are several ways to find your database name. The correct method depends on the version of Odoo you are using (Cloud or On-Premise).
- The database is typically in the format: <subdomain>.odoo.com. The subdomain (the part before odoo.com) is used as the database name.
- When an Odoo Database URL is provided, Silverfin will assume that <subdomain> is the name of the database to which the sync should connect. In such cases, you should not fill in the “Odoo Database name” field.
- If the name of the Odoo database is different from the subdomain in Odoo Database URL, or if you are using an on-premise Odoo installation with a custom URL, database name must be explicitly provided, i.e. the “Odoo Database name:” input must be filled.
Option 1
- Go to https://www.odoo.com/my/databases and log in.
- After logging in, you will find the database name will be displayed.
- Example: if your URL is company-name.odoo.com, then "company-name"is likely the database name.
- If this is correct, leave the Odoo Database name field empty.
- If not, enter the correct name.
In the example below, sf-xxx-test is the database name:
Option 2:
- Add /web/database/manager to your Odoo URL, so you get the following URL format: https://yourdomain.com/web/database/manager
- Name displayed is your database name:
Odoo database names are not publicly visible for security reasons, which means Silverfin cannot retrieve them; if you have any questions or cannot determine your database name, please contact Odoo or your Partner support directly, as they are able to look it up for you.