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Connect Odoo to Afakto

Sync your Buyers and Receivables from Odoo into Afakto using an API key.

What does this integration do?

The Odoo integration lets you automatically sync your Buyers and Receivables from Odoo into Afakto. Your billing data becomes available in Afakto to prepare and automate assignments to your factor, with no manual re-entry.

Data synced:

  • Your Buyers (company name, contact details, identifiers)

  • Your open Receivables

Access is read-only: Afakto does not modify any data in your Odoo account.

Prerequisites

  • An active Afakto account with at least one company set up

  • An online Odoo instance, in the format https://<instance-name>.odoo.com

  • The rights required in Odoo to generate an API key

  • Filling in the customer code field on every Odoo customer that has invoices is recommended. If it is left empty, Afakto falls back on the internal Odoo ID to match the Buyer.

Step 1: Generate an API key in Odoo

  1. Log in to your Odoo instance

  2. Open Preferences, then Account Security

  3. Click New API Key and enter a description

  4. Copy the generated key and store it safely. It is no longer displayed once the window is closed

Recommendation: create a dedicated Odoo user for Afakto, with access restricted to customers (res.partner) and invoices (account.move).

Step 2: Open the company in Afakto

  1. Log in to your Afakto workspace at app.afakto.com

  2. In the left sidebar, click Administration, then Companies

  3. Select the company you want to connect to Odoo

Step 3: Enter your Odoo credentials

  1. On the company profile page, click the Connect ERP button at the bottom

  2. From the list of available connectors, select Odoo

  3. Enter your Odoo instance URL and the API key generated in Step 1

  4. Confirm the connection

Step 4: Sync your data

  1. The company profile now displays an Odoo section

  2. Click the Sync button to launch the first synchronization

  3. Once the sync is complete, your Buyers and Receivables are available in Afakto

What gets imported

  • Invoices are pulled first. Afakto then identifies which customers actually have invoices and imports only those.

  • Only open receivables are imported. Drafts are excluded, and invoices that are already fully paid are skipped.

  • Each Buyer is matched using their Odoo customer code. This field must be filled in for the Buyer to be imported correctly.

  • Buyers are imported before their invoices, using the same import pipeline as a manual CSV upload.

Managing the connection

From the company profile in Afakto, the Odoo section allows you to:

  • Sync: trigger a synchronization at any time to pull the latest data

  • Log out: disconnect your Odoo account from this company

API key validity

How long an API key remains valid depends on your Odoo version:

  • Odoo 16 and 17: no duration setting. Keys are permanent, and the screen only asks for a description.

  • Odoo 18: a duration selector is available, with a Persistent Key option for a key that never expires. If this option is not checked, the key expires and synchronization stops without prior notice.

  • Odoo 19: the duration is capped at three months, with no exceptions. A lasting connection therefore requires a planned quarterly key rotation.

Frequently asked questions

Is synchronization automatic?
Yes. An automatic sync runs every business day, Monday to Friday at 6:10 AM CET, for all connected companies. You can also trigger a manual sync at any time from the company profile.

Can Afakto modify my Odoo data?
No. The integration is read-only. Afakto retrieves your buyers and receivables but does not create, modify, or delete any data in Odoo.

Why are some Buyers or invoices missing in Afakto?
Three main causes: the customer code is not filled in on the Odoo customer record, the invoice is still a draft, or the invoice is already fully paid.

Can I connect multiple companies?
Yes. One Odoo company corresponds to one Afakto company. If several Afakto companies belong to the same organization and share the same Odoo instance, the connection credentials only need to be entered once. You then select the Odoo company matching each Afakto company.

My synchronization stopped working, what should I check?
Start by checking that your Odoo API key is still valid. Depending on your version, the key may have expired. See the section on API key validity.

How do I disconnect Odoo?
Go to the relevant company profile in Afakto and click Log out in the Odoo section.

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