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    Odoo Bridge for Magento V2

    This is the user guide for the workflow of Odoo Bridge For Magento 2.x. Visit the User Guide to know the workflow Odoo Bridge For Magento 1.x.

    INTRODUCTION

    Connecting Magento 2.x with Odoo!

    Magento is well known for its powerful e-commerce and when talking about Odoo; it has unmatched inventory management. Bridging the differences of Odoo and Magento is enough to grab everybody’s attention. 

    Odoo Bridge For Magento 2.x integrates Odoo with Magento and successfully taking out the best of both platforms. The Odoo Magento connector merges the capabilities of Magento with the benefits of Odoo.

    FEATURES

    • Real-time sync of Sale orders from Magento to Odoo end.
    • Bi-directional sync of products, their attributes between Odoo and Magento.
    • Real-time inventory sync from Odoo to Magento and with every sales order from Magento to Odoo.
    • Real-time Synchronization of Customers from Magento to Odoo.
    • Bi-directional Real-time update of order’s statuses like invoiced /paid/shipped etc.
    • Synchronize product categories bi-directionally.
    • Payment method, taxes and delivery method synchronization from Magento to Odoo.
    • Compatible with Odoo POS, inventory will automatically sync at both ends, Magento and Odoo while order/delivery at Magento or POS
    • Tracking number synchronization from Odoo to Magento
    • Check Missing order history. If any order fails to sync in Odoo due to any issue like server issue then the user can check all failed order history in Missing order menu.
    • You can sync Simple and Configurable products bi-directionally.

    INSTALLATION

    1) Odoo Bridge For Magento 1.x is a package of two modules, one for Magento and another for Odoo.

    2) Now, extract the file you received. You will get two folders: Inside the Magento folder, there is a base module.

    Base module: It is the main module, generally this module will contain two folders named as src and Odoo modules. Open the src folder and copy all folders/files of this folder into the main Magento directory.

    3) Now, go to the terminal and open Magento root directory and then run following command:

    php -f bin/magento setup:upgrade

    ➢ Then do index management by running below command on terminal:

    php bin/magento indexer:reindex

    ➢ Then do cache management by running below command on terminal,

    php bin/magento cache:clear

    Or you can go through below path “System >> Tools >> Cache Management ”

    Cache Management in Magento

    4) At Odoo End follow the below-mentioned steps:

    • Extract the file on your system after the download finishes.
    • Copy and paste this folder inside your Odoo Add-Ons path.
    • Now, open the Odoo and click on the Settings menu. Here, click on Activate the Developer Mode. Even, one can also activate the developer mode by typing ‘debug’ after ‘web?’ in the URL.
    • Then, open the Apps menu and click on ‘Update Modules List’.
    • In the search bar, remove all the filters and search the module.
    • You will be able to see the module in the search result. Click on ‘Install’ to install it.

    CONFIGURATION

    To know the configuration of Odoo Bridge for Magento 2.x, visit here.

    Points To Take Into Consideration

    If you are managing your complete data at Odoo end only then follow below-mentioned steps:

    1. Synchronize all attributes from Odoo to Magento 
    2. You can create attribute sets at Magento End using multiple combinations of Odoo Multi Variant Products. For example, Odoo has Multi Variant Product named as T-shirt using a combination of Size and Color then you can create Apparel. 
    3. If you are trying to export any Multi-variant product from Odoo to Magento then make sure that attribute set with current product combination should be there at Magento end.
    4. After that, sync all categories’ from Odoo to Magento and Vice Versa
    5. Now, you can synchronize all products from Odoo to Magento. (If there is any product in Magento End with Same SKU as Odoo then also there will be no duplicity; however, the product is updated if required)

    If you are managing your data at Magento end only then follow below-mentioned steps:

    1. Synchronize all Attributes Sets from Magento to Odoo
    2. Synchronize all Categories from Magento to Odoo
    3. Now, sync all products from Magento to Odoo (If there is any product in Odoo End with Same SKU as Magento then also there will be no duplicity. But in the case of Multi Variant Product, the module will also check the combination(attributes) of the products of both ends. If both combinations are same then it will map the same product.)
    • All the related customers, products, currency, delivery methods, payment methods and taxes will be automatically synced with the synchronization of the respective orders. 
    1. To make the process faster, you need to synchronize order-related data before order synchronization
    2. If there are same payment methods, delivery methods and taxes at both ends then you need to map them manually before order synchronization. In case, it is not followed then Odoo throws an error.

    If you are managing your data at both ends then follow below-mentioned steps:

    1. Firstly, you can synchronize all the attribute sets from Magento to Odoo; after that, you can synchronize all attributes from Odoo to Magento.
    2. You can synchronize all the categories from Magento to Odoo as well as vice versa
    3. You can synchronize all products from Odoo to Magento; it will map the products with the same SKU at both ends along with the synchronization. Hence, it will not create duplicity if products have the same SKU.
    4. Combination of Variants should be the same at both ends for the synchronization of same configurable products to avoid duplicity
    5. You can manually map taxes, payment methods, shipping methods and currency from Magento, if presented at both ends.

    In case there are any changes in existing shipping as well as billing address which are already mapped then it will not be updated at Odoo end.

    WORKFLOW

    1) Firstly login to your Odoo Database and go to the Ecommerce Odoo Bridge

    2) Here, you will see a Dashboard where you can see useful buttons and data cards.

    Bulk Synchronization

    Click on the Bulk Synchronization Button to sync the data in bulk from Odoo to Magento.

    Button for Bulk Synchronization in Odoo Bridge For Magento Dashboard
    Button for Bulk Synchronization in Odoo Bridge For Magento Dashboard
    Buttons for bulk synchronization from Odoo to Magento
    Buttons for bulk synchronization from Odoo to Magento

    Attribute Synchronization

    • You can sync all Attributes from Odoo to Magento. 
    • However, You can sync configurable type Attributes along with Attribute Sets from Magento to Odoo
    • Firstly, you need to sync the attributes from Odoo; so, click on ‘Export All Attributes and their values
    • After that click on the ‘Synchronize Now’ button; here, you can see the message of attribute synchronization.
    Bulk Synchronize attributes from Odoo to magento
    Bulk Synchronize attributes from Odoo to magento
    • In Magento, if you want to create addition attribute sets using new attributes which are synced from Odoo then click on ‘Stores’ menu to Manage Attribute Sets which is available under ‘Attribute’ Menu. If you are managing Odoo Multi Variant Products using these attributes then this step is required.
    • Go to the Sets Menu under “Odoo Connector” tab to synchronize attribute sets then click on ‘Synchronize All Attribute Sets’ Button.
    Bulk Synchronize Attributes from Magento to Odoo

    Now, go to Magento Attribute Sets under ‘Configuration’ tab to see all the Magento Attribute Sets from Odoo End.

    Magento Attribute Set in Odoo
    Category Synchronization

    To synchronize Categories from Odoo to Magento, click on ‘Synchronize Categories’ Button

    Select the action to export or update the data. After that click on the ‘Synchronize Now’ button; here, you can see the message of category synchronization.

    Bulk Sync Categories from Odoo to Magento

    In the Magento End, Click on ‘Product Category’ Menu which is available under ‘Odoo Connector’ tab. Here, click on ‘Export All Categories’ button to export categories from Magento to Odoo.

    Export all Categories from Magento to odoo
    Product Synchronization

    To synchronize Products from Odoo to Magento, click on ‘Synchronize Products’ Button 

    Select the action to export or update the data. After that click on the ‘Synchronize Now’ button; here, you can see the message of product synchronization.

    Bulk Sync Products from Odoo to Magento
    To Sync Simple Products

    In the Magento end, under the ‘Odoo Connector’ tab go to the ‘Simple Products’ and click on ‘Export All Products’ Button. Now, to update simple products; click on ‘Update Normal Products On Odoo’ button.

    Export All Products from Magento to Odoo
    To Sync Configurable Products

    In the Magento end, go to the Configurable products under Odoo Connector to Export and Update configurable products.

    Export and Update Configurable products from Magento to Odoo
    Customer Synchronization

    In the Magento end, under the ‘Odoo Connector’ tab go to the ‘Customers’ Menu. Here, click on the ‘Export All Customers’ button.

    Export All Customers From Magento to Odoo

    Order Synchronization

    In the Magento end, under ‘Odoo Connector’ tab go to the Sales Order. Here, click on ‘Export All Orders’ button.

    Export All Orders in Odoo
    Order Status Synchronization

    When you bulk synchronize orders from Magento to Odoo then the Order Status will be automatically synced.

    Delivery Method Synchronization

    In the Magento end, under ‘Odoo Connector’ tab go to the Delivery Methods. Here, click on ‘Export All Delivery Method’ button.

    Export All Delivery Methods from Magento to Odoo
    Payment Method Synchronization

    In the Magento end, click on the ‘Odoo Connector’ tab go to the Payment Method. Here, click on ‘Export All Payment Methods’ button.

    Export All Payment Methods from Magento to Odoo
    Tax Rates Synchronization

    In the Magento end, under ‘Odoo Connector’ tab go to the Taxes Rates. Here, click on ‘Synchronize All Taxes On Odoo’ button.

    Synchronize All Taxes from Magento to Odoo

    Manual Synchronization

    Category Synchronization

    Go to the Category records from Odoo Dashboard; Select the category and click on the ‘Action’ button to synchronize the category to Magento

    Manual Synchronization of Category from Odoo to Magento
    Product Synchronization

    Go to the Product records from Odoo Dashboard; Select the Product and click on the ‘Action’ button to synchronize the Product to Magento.

    synchronize the category to Magento

    In Magento End, under the ‘Catalog’ tab go to the ‘Products’ menu. Select the product(s) you want to sync from Magento to Odoo and select Synchronize to Odoo in action dropdown. 

    Manual Product Synchronization from Magento to Odoo
    Customer Synchronization

    In the Magento end, under the ‘Customers’ Tab go to the ‘All Customers’ Menu. Here, select the customer(s) you want to sync and click on the ‘Synchronize To Odoo’ button in Actions dropdown.

    Manual customer Synchronization from Magento to Odoo
    Order Synchronization

    You can manually sync order invoice and shipment status from Magento end. Under the ‘Sales’ Tab go to the ‘Orders’ menu. Here, select the sale order(s) you want to sync and click on the ‘Synchronize To Odoo’ button in Action dropdown.

    Order Status Synchronization

    In the Magento end, under the ‘Sales’ tab go to the ‘Orders’ menu. Here, select the sale order(s) you want to sync and click on the ‘Syn Invoice To Odoo’ and ‘Sync Shipment to Odoo’ button in Action dropdown for respective actions. Tracking Number will also sync along with order shipment synchronization.

    Manual Sales Data Synchronization from Magento to Odoo

    From Odoo to Magento, you can sync the tracking number from Odoo picking by clicking on ‘Sync Tracking No. On Ecomm’ which is inside stock picking in Odoo.

    Real-Time Synchronization

    There is real-time synchronization from Magento to Odoo for category, product, customer, order and order status.

    You can also notice Real-Time Synchronization From Odoo to Magento for product stock and order status.

    Manual Mapping 

    Attribute Mapping 

    At Magento end, click on the Odoo Connector tab to reach ‘Attribute’ menu. Here, click on ‘Manual Attribute Mapping’ Button. Now, select the Magento as well as Odoo Attribute and save the item.

    Manual Attribute Mapping
    Attribute Label/Option Mapping 

    At Magento end, click on the Odoo Connector tab to reach the ‘Attribute Label/Option’ menu. Here, click on the ‘Manual Attribute Option Mapping’ Button. Now, select the Magento Attribute Options as well as Odoo Attribute Value and save the item.

    Manual Attribute Option Mapping
    Category Mapping 

    At Magento end, click on the Odoo Connector tab to reach the ‘Category’ menu. Here, click on ‘Manual Category Mapping’ Button. Now, select the Magento as well as Odoo Category and save the item.

    Manual Category Mapping
    Product Mapping

    At Magento end, click on the Odoo Connector tab to reach the ‘Product’ menu. Here, click on ‘Manual Product Mapping’ Button. Now, select the Magento as well as Odoo Product and save the item.

    Note: Currently, you can manually map simple products only because configurable products have their own combinations. Hence, manual mapping for configurable products can cause mis-match.

    Currency Mapping

    At Magento end, click on the Odoo Connector tab to reach the ‘Currency’ menu. Here, click on ‘Manual Currency Mapping’ Button. Now, select the Magento Currency as well as Odoo Pricelist and save the item.

    Manual Currency Mapping
    Tax Rates Mapping

    At Magento end, click on the Odoo Connector tab to reach The ‘Tax Rates’ menu. Here, click on ‘Manual Tax Mapping’ Button. Now, select the Magento Tax Rates as well as Odoo Tax and save the item.

    Manual Tax Mapping
    Delivery Methods Mapping

    At Magento end, click on the Odoo Connector tab to reach the ‘Delivery Method’ menu. Here, click on ‘Manual Carrier Mapping’ Button. Now, select the Magento as well as Odoo Delivery Method and save the item.

    Manual Carrier Mapping
    Payment Method Mapping

    At Magento end, click on the Odoo Connector tab to reach the ‘Payment Method’ menu. Here, click on the ‘Manual Payment Mapping’ Button. Now, select the Magento as well as Odoo Payment and save the item.

    Manual Payment Mapping

    NEED HELP?

    Did you find the guide helpful? Please feel free to share your feedback in the comments below.

    If you have any issues/queries regarding Magento Odoo Bridge Configuration then please raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/

    For any doubt contact us at [email protected].

    Thanks for paying attention!!

    Current Product Version - 2.4

    Supported Framework Version - Magento 2.0.x, 2.1.x, 2.2.x,2.3.x, 2.4.x

    . . .
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    6 comments

  • Gary Kelley
    What customer information flows from Magento 2 back to Odoo
    • Anisha Bahukhandi (Moderator)

      Hello Garry Kelly,

      As  per your query I would like to tell you that MOB sync customer account information like email id, phone number, VAT etc; along with customer addresses like shipping address and billing address.

      Regards,

      Anisha Bahukhandi

       

  • 程振超
    同步产品报错
    • Anisha Bahukhandi (Moderator)
      Hello,

      We request you to drop us a mail at [email protected] or raise a ticket with all the issues you are facing so that we can assist you in a better way.

      Regards
      Anisha Bahukhandi

  • Mohit Arora
    I am new to Magento and Odoo both.
    What are API Username and API password?
    How to create and use API Username and API password in Magento?
    Please help.
    • Ankur Chaudhary (Moderator)
      Hello Mohit,
      Thanks for contacting us.
      Kindly raise a ticket at [email protected], so that we can assist you in all your queries.

      Regards,
      Ankur
      Team Webkul

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