Automatically Sync Shopify Order and Customer Details to Odoo

Streamline your operations by automatically sending Shopify order details and customer information to Odoo. This MESA workflow template updates Odoo whenever a new Shopify order is created, saving you time and ensuring accurate data across platforms. Simplify your workflow and maintain consistent records without the hassle of manual data entry.

🔧 Setup is needed:
✏️ Contacts, Sales, and Products are already set up in Odoo
🔌 Connect with Odoo

❗ Required: This template has several requirements. Ensure you have done the following requirements before proceeding.

The following 3 Odoo modules are required for this template: CRM, Sales, and Accounting.

We currently support Odoo Online. Both Contacts, Sales, and Products need to be set up already in Odoo. The SKU of the Shopify product should match the Internal Reference of the product in Odoo.

Follow the steps below to set up this workflow.

Step 1

On the Odoo Convert country and state to Odoo ids step, create a new connection to link your Odoo account with MESA.

Add your Domain, Username, and Password in the respective fields and then click the Add Credential button. If you are unsure of how to fill in these fields, continue with the instructions.

Step 2

In your Odoo account, you can locate the Username and Password by clicking Settings from your Odoo Apps page.

Step 3

From Settings, locate General Settings and then Users. Click on Manage Users.

Step 4

Select the checkbox next to the user that you want to connect MESA with. 

Step 5

Click on Actions (gear icon) and then Change Password.

Step 6

If your user does not have an existing password, enter a New Password and then Change Password.

If a password is already set, copy the email address under User Login and paste it into MESA's Odoo Credential's Username field. 

Step 7

Copy the user's password and paste it into MESA's Odoo Credential's Password field.

Step 8

Add your domain to the Domain field. The Domain will look like: https://mycompany.odoo.com

Please make sure that you do not have a forward slash at the end of the Domain: /

If the Odoo database name is different from the domain itself, fill in the Database field. Otherwise, leave blank.

Step 9

Click the Add Credential button.

Step 10

Click the  Retrieve Fields button for these 4 steps.

Step 11

At the top of or below the workflow, hit the Save changes button to save your changes.

Step 12

At the top or bottom of the page, switch Off to On to turn on your workflow to start automating.

✋ If you have any questions or run into any errors in this workflow, please contact our Customer Success Team. Different set-ups may be required for different Odoo versions used.

We got you. Email us at contact@getmesa.com where actual humans are on standby, ready to help.