{"id":341181,"date":"2023-02-15T13:09:48","date_gmt":"2023-02-15T13:09:48","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=341181"},"modified":"2023-04-10T06:41:18","modified_gmt":"2023-04-10T06:41:18","slug":"user-guide-for-odoo-saas-bridge-for-magento-2","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/user-guide-for-odoo-saas-bridge-for-magento-2\/","title":{"rendered":"User Guide for Odoo Saas Bridge For Magento 2"},"content":{"rendered":"\n

INTRODUCTION<\/h2>\n\n\n\n

Odoo Saas Bridge For Magento 2, module to synchronize data from Magento 2 to Odoo SAAS.<\/em><\/strong><\/p>\n\n\n\n

Many businesses in the current business ecosystem use Magento to run their eCommerce platform because of its user-friendly interface, Faster Loading, and Feature-rich & Powerful Platform capabilities whereas they still prefer to use Odoo at the backend because of its strong inventory management, accounting, and various other modules.<\/p>\n\n\n\n

If you are using Magento 2 and want to integrate with Odoo SAAS, then our Odoo SAAS Bridge for Magento 2 allows you to synchronize the data from Magento 2 Store to Odoo Online Database. The user can export products, product categories, attributes, and orders to Odoo Online.<\/p>\n\n\n\n

Once Orders are synchronized to the Odoo end, then you can perform Magento store operations such as order fulfillment, inventory management, and Customer management. Etc. at the Odoo end.<\/p>\n\n\n\n

FEATURES<\/h2>\n\n\n\n

1:- Synchronize Magento 2 Store Orders to Odoo(SAAS).<\/p>\n\n\n\n

2:- Option to synchronize Magento 2 orders to Odoo in real-time. <\/p>\n\n\n\n

3:- Option to auto-invoice and Auto deliver for orders from settings.<\/p>\n\n\n\n

4:- Magento 2 customers can be synchronized to the Odoo( SAAS) end.<\/p>\n\n\n\n

5:- Synchronize products, product categories, and attributes to Odoo with a click.<\/p>\n\n\n\n

6:- Auto inventory sync feature allows the product inventory to get automatically exported while synchronizing a new product from Magento to Odoo(Saas).<\/p>\n\n\n\n

7:- Automatic adjustment in Odoo stock when the order status is changed to shipped at Magento 2 end.<\/p>\n\n\n\n

8:- Option to map various Taxes, shipping, and payment methods from Magento 2 to Odoo.<\/p>\n\n\n\n

WORKFLOW<\/h2>\n\n\n\n

Moving on to the configuration of Odoo SAAS Bridge for Magento 2.<\/p>\n\n\n\n

New Odoo Configuration<\/h3>\n\n\n\n

1:- Go to Odoo Connector, and select Odoo Configuration. <\/p>\n\n\n\n

\"Odoo<\/a><\/figure>\n\n\n\n

2:- Enter Odoo URL, Odoo Port, Odoo Database, Odoo User, and Odoo User Password and save the configuration.<\/p>\n\n\n\n

\"Odoo<\/a><\/figure>\n\n\n\n

3:- Now, Click on Test Odoo Connection to make the connection between Magento 2 and Odoo SAAS.<\/p>\n\n\n\n

\"Odoo<\/a><\/figure>\n\n\n\n

Order Synchronization Settings<\/h3>\n\n\n\n

Go to Odoo Connector, Select Odoo Configuration.<\/p>\n\n\n\n

\"Order<\/a><\/figure>\n\n\n\n

a.) Enable Auto Order Synchronization option to automatic synchronization of Orders at Odoo.<\/p>\n\n\n\n

b.) Enable Order Synchronization(Draft State)option to synchronize All Magento Orders as Quotation (Draft state) at Odoo.<\/p>\n\n\n\n

c.) Enable Auto Order Invoice option to automatically invoice Odoo order when magento order gets invoiced.<\/p>\n\n\n\n

d.) Enable Auto Order Shipment option to automatically deliver (Delivered) Odoo order when Magento order gets Shipped.<\/p>\n\n\n\n

e.) Enable the Sync Magento Order Sequence option, to keep the Odoo Order’s Sequence same as Magento Order Sequence.<\/p>\n\n\n\n

\"Order<\/a><\/figure>\n\n\n\n

Automatic Synchronization Settings<\/h3>\n\n\n\n

Go to \u201cOdoo Connector\u201d, Select \u201cOdoo Configuration\u201d.<\/p>\n\n\n\n

\"Automatic<\/a><\/figure>\n\n\n\n

a.) Category Synchronization,  If enabled, the Category will get automatically exported or updated during category save.<\/p>\n\n\n\n

b.) Product Synchronization, If enabled, the Product will get automatically exported or updated during product save.<\/p>\n\n\n\n

c.) Customer Synchronization, If enabled, the Customer will get automatically exported or updated during customer save.<\/p>\n\n\n\n

d.) Inventory Synchronization, If enabled,  Inventory will get automatically exported during product export.<\/p>\n\n\n\n

\"Automatic<\/a><\/figure>\n\n\n\n

Default Configuration<\/h3>\n\n\n\n

1:- Go to Odoo Connector >> Odoo Configuration >> Default Configuration.<\/p>\n\n\n\n

\"Default<\/a><\/figure>\n\n\n\n

2:- Enter the following details as per your requirement.<\/p>\n\n\n\n

a.) Select a Discount Product, selected discount Product will be used during order discount line synchronization at Odoo.<\/p>\n\n\n\n

b.) Select Odoo Warehouse, selected warehouse will be used during product inventory and sale order synchronization at Odoo.<\/p>\n\n\n\n

c.) Select Odoo Location, the selected location will use during product inventory synchronization at Odoo.<\/p>\n\n\n\n

d.) Select Odoo Default Payment Method, the selected payment method will be used during invoice payment At Odoo.<\/p>\n\n\n\n

\"Default<\/a><\/figure>\n\n\n\n

Mappings<\/h2>\n\n\n\n

Before exporting orders to Odoo, make sure you have mapped and synchronized all other relevant data to Odoo.<\/p>\n\n\n\n

The recommended synchronization sequence for Syncing Data is<\/p>\n\n\n\n

Category Sync >> Products Sync >>  Delivery Methods Sync >> Payment Methods  sync>> Taxes sync >> Customers sync(Optional) >> Orders sync<\/strong><\/p>\n\n\n\n

1:- Category Mapping<\/h3>\n\n\n\n

a.) Go to Odoo Connector, Select Product Category.<\/p>\n\n\n\n

\"Category<\/a><\/figure>\n\n\n\n

b.) Click on the \u201cExport All Categories\u201d option to export and map categories to Odoo.<\/p>\n\n\n\n

\"Category<\/a><\/figure>\n\n\n\n

c.) You can also manually map the categories between Odoo SAAS and Magento 2 using the \u201cManual category Mapping\u201d Option.<\/p>\n\n\n\n

\"Category<\/a><\/figure>\n\n\n\n

2:- Product Mapping<\/h3>\n\n\n\n

2.1 Simple Product Mapping<\/strong><\/h4>\n\n\n\n

a.) Go to Odoo Connector, Select \u201c Simple Products\u201d.<\/p>\n\n\n\n

\"Product<\/a><\/figure>\n\n\n\n

b.) Click on the \u201cExport All Products\u201d option to export and map all Simple Products to Odoo.<\/p>\n\n\n\n

\"Product<\/a><\/figure>\n\n\n\n

c.) You can also manually map Simple Products between Odoo SAAS and Magento 2 using the \u201cManual category Mapping\u201d Option.<\/p>\n\n\n\n

\"Product<\/a><\/figure>\n\n\n\n

2.2 Configurable Product Mapping<\/strong><\/h4>\n\n\n\n

a.) Go to Odoo Connector, and Select \u201c Configurable Products\u201d.<\/p>\n\n\n\n

\"Product<\/a><\/figure>\n\n\n\n

b.) Click on the \u201cExport All Products\u201d option to export and map all Configurable Products to Odoo.<\/p>\n\n\n\n

\"Product<\/a><\/figure>\n\n\n\n

c.) You can use the \u201cUpdate Configurable Products\u201d option allows you to update already synchronized products to the Odoo end.<\/p>\n\n\n\n

\"Product<\/a><\/figure>\n\n\n\n

3:- Delivery Method Mapping<\/h3>\n\n\n\n

a.) Go to Odoo Connector, and Select \u201c Delivery Methods\u201d.<\/p>\n\n\n\n

\"Delivery<\/a><\/figure>\n\n\n\n

b.) Click on the \u201cExport All Delivery Methods\u201d option to export and map all Delivery Methods to Odoo.<\/p>\n\n\n\n

\"Delivery<\/a><\/figure>\n\n\n\n

c.) You can also manually map Delivery Methods between Odoo SAAS and Magento 2 using the \u201cManual Carrier Mapping\u201d Option.<\/p>\n\n\n\n

\"Delivery<\/a><\/figure>\n\n\n\n

4:- Payment Method Mapping<\/h3>\n\n\n\n

a.) Go to Odoo Connector, and Select \u201c Payment Method\u201d.<\/p>\n\n\n\n

\"Payment<\/a><\/figure>\n\n\n\n

b.) Click on the \u201cExport All Payment Methods\u201d option to export and map all Payment Methods to Odoo.<\/p>\n\n\n\n

\"Payment<\/a><\/figure>\n\n\n\n

c.) You can also manually map Payment Methods between Odoo SAAS and Magento 2 using the \u201cManual Payment Mapping\u201d Option.<\/p>\n\n\n\n

\"Payment<\/a><\/figure>\n\n\n\n

5:- Tax Mapping<\/h3>\n\n\n\n

a.) Go to Odoo Connector, Select \u201c Taxes Rates\u201d.<\/p>\n\n\n\n

\"Tax<\/a><\/figure>\n\n\n\n

b.) Click on the \u201cSynchronize all Taxes on Odoo\u201d option to export and map all Taxes to Odoo.<\/p>\n\n\n\n

\"Tax<\/a><\/figure>\n\n\n\n

c.) You can also manually map Taxes between Odoo SAAS and Magento 2 using the \u201cManual Tax Mapping\u201d Option.<\/p>\n\n\n\n

\"Tax<\/a><\/figure>\n\n\n\n

6:- Customer Mapping (Optional)<\/h3>\n\n\n\n

Customers are synchronized along with Orders and the mapping is created between the customer at Odoo SAAS and Magento 2.<\/p>\n\n\n\n

a.) Go to Odoo Connector, Select \u201c Customer\u201d.<\/p>\n\n\n\n

\"Customer<\/a><\/figure>\n\n\n\n

b.) Click on the \u201cExport all Customers\u201d option to export and map all customers to Odoo.<\/p>\n\n\n\n

\"Customer<\/a><\/figure>\n\n\n\n

Synchronize Orders to Odoo<\/h2>\n\n\n\n

a.) Once you have synced all the data, you can export orders to Odoo SAAS. Enable Auto-order synchronization to automatically export orders to Odoo in real time. (Refer to Order Synchronization Settings steps shown above)<\/p>\n\n\n\n

b.) To manually export the orders to Odoo, go to Sales >> Orders.<\/p>\n\n\n\n

\"Synchronize<\/a><\/figure>\n\n\n\n

c.) Select the orders you wish to export. Then, select the option  \u201cSynchronize to Odoo\u201d in the action tab. Selected orders will get exported to Odoo.<\/p>\n\n\n\n

\"Synchronize<\/a><\/figure>\n\n\n\n

NEED HELP?<\/strong><\/h3>\n\n\n\n

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n

If you still have any issues\/queries regarding the module, please raise a ticket at https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/<\/strong><\/a>.<\/p>\n\n\n\n

Also, please explore our Odoo development services<\/strong><\/a> & an extensive range of quality Odoo Apps<\/strong><\/a>.<\/em><\/p>\n\n\n\n

For any doubt, contact us at support@webkul.c<\/strong><\/a>o<\/a><\/strong>m<\/strong><\/a>.<\/p>\n\n\n\n

Thanks for paying attention!!<\/p>\n","protected":false},"excerpt":{"rendered":"

INTRODUCTION Odoo Saas Bridge For Magento 2, module to synchronize data from Magento 2 to Odoo SAAS. Many businesses in the current business ecosystem use Magento to run their eCommerce platform because of its user-friendly interface, Faster Loading, and Feature-rich & Powerful Platform capabilities whereas they still prefer to use Odoo at the backend because […]<\/a><\/p>\n","protected":false},"author":437,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[302,2007],"tags":[2460,2070,1267,12306,13601,13602],"class_list":["post-341181","post","type-post","status-publish","format-standard","hentry","category-magento2","category-odoo","tag-magento-2","tag-magento2","tag-odoo","tag-odoo-apps","tag-odoo-saas-bridge-for-magento-2","tag-saas-bridge"],"yoast_head":"\nUser Guide for Odoo Saas Bridge For Magento 2 - Webkul Blog<\/title>\n<meta name=\"description\" content=\"Odoo SAAS Bridge for Magento 2 allows you to synchronize the data from Magento 2 Store to Odoo Online Database.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/webkul.com\/blog\/user-guide-for-odoo-saas-bridge-for-magento-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"User Guide for Odoo Saas Bridge For Magento 2 - Webkul Blog\" \/>\n<meta property=\"og:description\" content=\"Odoo SAAS Bridge for Magento 2 allows you to synchronize the data from Magento 2 Store to Odoo Online Database.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/webkul.com\/blog\/user-guide-for-odoo-saas-bridge-for-magento-2\/\" \/>\n<meta property=\"og:site_name\" content=\"Webkul Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/webkul\/\" \/>\n<meta property=\"article:published_time\" content=\"2023-02-15T13:09:48+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-04-10T06:41:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/webkul.com\/blog\/wp-content\/uploads\/2023\/02\/image-113-1200x600.png\" \/>\n<meta name=\"author\" content=\"Suraj Bhatt\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@webkul\" \/>\n<meta name=\"twitter:site\" content=\"@webkul\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Suraj Bhatt\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"12 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/webkul.com\/blog\/user-guide-for-odoo-saas-bridge-for-magento-2\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/webkul.com\/blog\/user-guide-for-odoo-saas-bridge-for-magento-2\/\"},\"author\":{\"name\":\"Suraj Bhatt\",\"@id\":\"https:\/\/webkul.com\/blog\/#\/schema\/person\/bef29c085376af002a30915f232ee59d\"},\"headline\":\"User Guide for Odoo Saas Bridge For Magento 2\",\"datePublished\":\"2023-02-15T13:09:48+00:00\",\"dateModified\":\"2023-04-10T06:41:18+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/webkul.com\/blog\/user-guide-for-odoo-saas-bridge-for-magento-2\/\"},\"wordCount\":1117,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/webkul.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/webkul.com\/blog\/user-guide-for-odoo-saas-bridge-for-magento-2\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/webkul.com\/blog\/wp-content\/uploads\/2023\/02\/image-113-1200x600.png\",\"keywords\":[\"Magento 2\",\"Magento2\",\"odoo\",\"odoo apps\",\"odoo saas bridge for magento 2\",\"saas bridge\"],\"articleSection\":[\"Magento2\",\"Odoo\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/webkul.com\/blog\/user-guide-for-odoo-saas-bridge-for-magento-2\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/webkul.com\/blog\/user-guide-for-odoo-saas-bridge-for-magento-2\/\",\"url\":\"https:\/\/webkul.com\/blog\/user-guide-for-odoo-saas-bridge-for-magento-2\/\",\"name\":\"User Guide for Odoo Saas Bridge For Magento 2 - 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