{"id":8194,"date":"2024-05-14T04:53:54","date_gmt":"2024-05-14T04:53:54","guid":{"rendered":"https:\/\/techmarbles.com\/docs\/shopify-odoo-integration\/odoo-integration-for-shopify\/"},"modified":"2026-09-03T10:17:35","modified_gmt":"2026-09-03T10:17:35","slug":"general-settings","status":"publish","type":"docs","link":"https:\/\/techmarbles.com\/products\/docs\/odoo-integration\/general-settings\/","title":{"rendered":"Setup : In just 2 mins"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The <strong>Odoo Integration for Shopify <\/strong>app seamlessly synchronizes your orders, product inventory, and customers. With our customizable order and inventory settings, users have the flexibility to manually configure their preferences according to their specific needs and workflows.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To establish the connection between Odoo and Shopify \u201c<strong>General Settings<\/strong>\u201d are the most important.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">General Settings<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Prerequisites<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Active Shopify store<\/li>\n\n\n\n<li>Odoo instance (version 16.0 or later; some real-time features require Odoo 18+)<\/li>\n\n\n\n<li>Admin access to both platforms<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Installation Steps<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Install the app from the\u00a0<a href=\"https:\/\/apps.shopify.com\/odoo-integrator\">Shopify App Store<\/a><\/li>\n\n\n\n<li>Grant necessary permissions<\/li>\n\n\n\n<li>Configure the Odoo connection<\/li>\n\n\n\n<li>Set up your sync preferences<\/li>\n\n\n\n<li>Start syncing data<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Pricing Information<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">For current pricing and plan details, please visit our listing on the&nbsp;<a href=\"https:\/\/apps.shopify.com\/odoo-integrator\">Shopify App Store<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Personal Assistance<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Need help with setup or have questions?&nbsp;<strong><a href=\"https:\/\/calendly.com\/techmarbles\/shopify-odoo-support\">\ud83d\ude80 Schedule a call<\/a><\/strong>&nbsp;with our integration experts for personalized assistance.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Configuration &amp; Setup<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Setup is a guided 3-step process. Progress is tracked at the top (Connection \u2192 30%, Configuration \u2192 60%, Final \u2192 100%).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Odoo Connection<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Provide your Odoo server details. All fields are required, and URLs must include&nbsp;<code>http:\/\/<\/code>&nbsp;or&nbsp;<code>https:\/\/<\/code>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Server URL<\/strong>: Your Odoo instance URL (e.g.,\u00a0<code>https:\/\/my.odoo.com<\/code>).<\/li>\n\n\n\n<li><strong>Database Name<\/strong>: Your Odoo database name.<\/li>\n\n\n\n<li><strong>Username<\/strong>: Your Odoo username\/email.<\/li>\n\n\n\n<li><strong>Password \/ API Key<\/strong>: Your Odoo password\u00a0<strong>or<\/strong>\u00a0an API key for the API access user. Using an API key is recommended; an inline link to Odoo&#8217;s API key documentation is provided.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Connection Validation:<\/strong>&nbsp;The app checks the host\/URL separately from the credentials, so error messages clearly indicate whether the&nbsp;<strong>URL is invalid<\/strong>&nbsp;(&#8220;Invalid Odoo Host Url&#8221;) or the&nbsp;<strong>credentials are invalid<\/strong>&nbsp;(&#8220;Invalid Odoo account credentials.&#8221;). On success it shows &#8220;Odoo account is connected&#8221; and detects your Odoo version. Changing the host or database resets Step 2.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Need help?<\/strong>&nbsp;A&nbsp;<strong>connection setup video<\/strong>&nbsp;is linked on this step (<a href=\"https:\/\/youtu.be\/1GUHj1fgPzE\">watch it here<\/a>), or&nbsp;<a href=\"https:\/\/calendly.com\/techmarbles\/shopify-odoo-support\">schedule a meeting<\/a>&nbsp;with our team.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: General Configuration<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">Odoo SKU\/Barcode Mapping (Product Matching)<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose how products are matched between systems:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>SKU (Internal Reference)<\/strong>\u00a0\u2014 match on Odoo&#8217;s\u00a0<code>default_code<\/code>.<\/li>\n\n\n\n<li><strong>Barcode<\/strong>\u00a0\u2014 match on the Odoo barcode.<\/li>\n\n\n\n<li><strong>Shopify Variant ID (Custom Odoo Field)<\/strong>\u00a0<em>(new)<\/em>\u00a0\u2014 match using a custom Odoo field that stores the Shopify variant ID. When selected, enter the\u00a0<strong>Odoo Custom Field for Shopify Variant ID<\/strong>\u00a0(technical name, e.g.\u00a0<code>x_shopify_variant_id<\/code>). If the field name starts with\u00a0<code>x_<\/code>\u00a0and doesn&#8217;t exist yet, it is\u00a0<strong>created automatically<\/strong>\u00a0on the Product Variant (or Template) model when you save.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Company<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Select the Odoo company for your operations. Changing the company refreshes the available journals, tax types, and GST options.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Sale Invoice Journal<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Select the journal used for Odoo invoices (sourced from your company&#8217;s sale\/bank journals).<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Enable Fixed Tax Mapping&nbsp;<em>(new)<\/em><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Toggle (<strong>Yes\/No<\/strong>) whether to apply a fixed tax to Odoo invoices. When enabled, a&nbsp;<strong>Tax Type<\/strong>&nbsp;dropdown appears so you can select the sales tax to apply. When disabled, the tax type is cleared and Odoo&#8217;s own tax logic applies.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">GST Treatment&nbsp;<em>(India only, new)<\/em><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Shown only when the selected company is located in India. Choose the GST treatment to apply to Odoo invoices (populated from Odoo&#8217;s&nbsp;<code>l10n_in_gst_treatment<\/code>&nbsp;values).<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Setup Multi-Company Configuration&nbsp;<em>(new)<\/em><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Toggle (<strong>Yes\/No<\/strong>) to map Shopify orders to specific Odoo companies and sync inventory across multiple companies. When enabled, click&nbsp;<strong>Configure company mappings<\/strong>&nbsp;to open the Multi-Company setup modal:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Inventory mapping<\/strong>\u00a0\u2014 map inventory across several Odoo companies (configure company-specific locations on the Inventory settings page).<\/li>\n\n\n\n<li><strong>Order mapping<\/strong>\u00a0\u2014 assign Shopify orders to Odoo companies using\u00a0<strong>order tags<\/strong>; each order syncs to the matching company.<\/li>\n\n\n\n<li><strong>Mapping rows<\/strong>\u00a0\u2014 add one row per company. Depending on the options enabled, each row captures a\u00a0<strong>Shopify order tag<\/strong>, an\u00a0<strong>Odoo company<\/strong>, and a\u00a0<strong>Journal<\/strong>\u00a0for that company.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">At least one valid mapping row is required when multi-company is enabled. Use&nbsp;<strong>Done<\/strong>&nbsp;to save the mappings.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Saving<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Save changes<\/strong>\u00a0validates and stores your configuration, then advances to the final step.<\/li>\n\n\n\n<li><strong>Reset configuration<\/strong>\u00a0restores all fields to defaults.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Final Step<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Review your configuration \u2014 you&#8217;re ready to go. Enable the sync features you need from the Product, Inventory, Order, and Customer settings pages.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n","protected":false},"excerpt":{"rendered":"<p>The Odoo Integration for Shopify app seamlessly synchronizes your orders, product inventory, and customers. With our customizable order and inventory settings, users have the flexibility to manually configure their preferences according to their specific needs and workflows. To establish the connection between Odoo and Shopify \u201cGeneral Settings\u201d are the most important. General Settings Prerequisites Installation &#8230; <a title=\"Setup : In just 2 mins\" class=\"read-more\" href=\"https:\/\/techmarbles.com\/products\/docs\/odoo-integration\/general-settings\/\" aria-label=\"Read more about Setup : In just 2 mins\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":8193,"menu_order":2,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"doc_badge":[],"class_list":["post-8194","docs","type-docs","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Setup : In just 2 mins - TechMarbles Products<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/techmarbles.com\/products\/docs\/odoo-integration\/general-settings\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setup : In just 2 mins - TechMarbles Products\" \/>\n<meta property=\"og:description\" content=\"The Odoo Integration for Shopify app seamlessly synchronizes your orders, product inventory, and customers. With our customizable order and inventory settings, users have the flexibility to manually configure their preferences according to their specific needs and workflows. To establish the connection between Odoo and Shopify \u201cGeneral Settings\u201d are the most important. General Settings Prerequisites Installation ... 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