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ERP & Integrations

Connecting TallyArc to Odoo for Seamless Invoice Management

📅 September 6, 2024 ⏱ 6 min read

Odoo is an open-source ERP suite covering accounting, inventory, CRM, HR, and more — available both as a self-hosted installation and as Odoo SaaS (Odoo.com). Its modular architecture and external API make it highly integrable. TallyArc connects to Odoo's Accounting module to sync invoices and payments, letting you use TallyArc's superior client billing portal while keeping Odoo as your financial system of record.

Odoo external API overview

Odoo exposes all its data models via XML-RPC (and JSON-RPC in newer versions) — the same API used by Odoo's mobile apps and third-party integrations. TallyArc uses this API to interact with Odoo's account.move (invoices) and res.partner (customers) models.

Connection setup

  1. In Odoo, enable developer mode (Settings → Activate Developer Mode)
  2. Create an API key for the integration user (Settings → Users → [your user] → API Keys → New Key)
  3. Note your Odoo URL (e.g. https://yourcompany.odoo.com), database name, username, and the generated API key
  4. In TallyArc, go to ERP → Odoo → Connect
  5. Enter your URL, database, username, and API key. Save and test the connection.

What syncs

Journal and account configuration

During setup, map TallyArc revenue types to Odoo accounts:

Self-hosted Odoo considerations

For self-hosted Odoo installations, ensure your Odoo instance is accessible from TallyArc's servers (firewall rules, SSL certificate, and stable hostname required). For Odoo.com SaaS, connectivity is straightforward with no firewall configuration needed.

Ready to put this into practice?

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