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How to connect Odoo and Docparser
Create a New Scenario to Connect Odoo and Docparser
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Odoo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Odoo or Docparser will be your first step. To do this, click "Choose an app," find Odoo or Docparser, and select the appropriate trigger to start the scenario.
Add the Odoo Node
Select the Odoo node from the app selection panel on the right.
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Add the Docparser Node
Next, click the plus (+) icon on the Odoo node, select Docparser from the list of available apps, and choose the action you need from the list of nodes within Docparser.
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Authenticate Docparser
Now, click the Docparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docparser settings. Authentication allows you to use Docparser through Latenode.
Configure the Odoo and Docparser Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Odoo and Docparser Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Odoo, Docparser, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Odoo and Docparser integration works as expected. Depending on your setup, data should flow between Odoo and Docparser (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Odoo and Docparser
Docparser + Odoo + Slack: When Docparser parses a document, the extracted data is used to create a contact in Odoo. A notification is then sent to a specified Slack channel to inform the accounting team about the newly parsed invoice and created contact.
Docparser + Odoo + Google Sheets: When a document is parsed by Docparser, the extracted data is used to create a new contact in Odoo. Simultaneously, key information from the parsed document is logged in a Google Sheets spreadsheet for reporting purposes.
Odoo and Docparser integration alternatives
About Odoo
Automate Odoo tasks like creating invoices or updating inventory based on triggers from other apps. Latenode lets you connect Odoo to your workflows without code, adding logic and routing data as needed. Integrate Odoo with marketing tools, payment gateways, or CRMs for streamlined processes using Latenode's visual, scalable platform.
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About Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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FAQ Odoo and Docparser
How can I connect my Odoo account to Docparser using Latenode?
To connect your Odoo account to Docparser on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Odoo and click on "Connect".
- Authenticate your Odoo and Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Odoo from parsed invoices?
Yes, you can! Latenode’s visual editor makes it simple. Automatically extract invoice data from Docparser and update corresponding records in Odoo, saving significant time and reducing manual data entry.
What types of tasks can I perform by integrating Odoo with Docparser?
Integrating Odoo with Docparser allows you to perform various tasks, including:
- Automatically creating Odoo invoices from parsed supplier documents.
- Updating Odoo product prices based on data extracted from supplier catalogs.
- Generating Odoo sales orders using data from parsed customer purchase orders.
- Populating Odoo contact information by extracting data from scanned business cards.
- Streamlining expense reporting by parsing receipt data and creating Odoo expense entries.
How does Latenode handle large Odoo data volumes?
Latenode's architecture is designed for scalability. Process massive Odoo datasets efficiently using batch processing and advanced error handling, ensuring reliable data workflows.
Are there any limitations to the Odoo and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document layouts in Docparser may require advanced configuration.
- Odoo API rate limits can affect the speed of large data synchronizations.
- Custom Odoo modules might need specific adjustments within Latenode workflows.
