Send Etsy order and customer details to Odoo
Handling orders across multiple platforms can quickly become a time drain. This template simplifies your workflow by automatically saving order and customer details from Etsy to Odoo whenever a new Etsy order is placed. If the customer doesn't already exist in Odoo, MESA will create a new customer record. For existing customers, MESA will apply any updates, like contact information changes, to keep records accurate. This automation streamlines data management, minimizing manual entry and keeping your systems accurate.
🔧 Setup is needed:
🔌 Connect with Etsy
âž• Select Etsy store
🔌 Connect with Odoo
âž• Update Odoo fields
Follow the steps below to set up this workflow.
Step 1
In the Etsy Receipt Created trigger, click Connect with Etsy.
A pop-up will display. If you are not currently logged in, log into your Etsy store. Read the next page with the connection details. Click Grant Access.
Step 2
In the Configure section of the Etsy Receipt Created trigger, you will see that the trigger is set up to check every hour.
In the Shop ID field, check that the correct store is selected. Otherwise, select the correct store. Click Done.
Step 3
In the Odoo List Product Variant step, create a new connection to link your Odoo account with MESA.
If you have already created a connection, it is already selected in the drop-down menu and you can skip to step 13.
Step 4
Add your domain to the Domain field. The Domain will look similar to: 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 5
In your Odoo account, you can locate the Username and Password by clicking Settings from your Odoo Apps page.
Step 6
From Settings, locate General Settings.
Then click Users, and then click on Manage Users.
Step 7
Select the checkbox next to the user that you want to connect MESA with.
Step 8
Click on Actions (gear icon) and then Change Password.
Step 9
If your user does not have an existing password, enter a New Password and then Change Password.
Step 10
If a password is already set, copy the email address under User Login
Go back to MESA and paste it in the Username field.
Step 11
Copy the user's password.
Go back to MESA and paste it into the Password field.
Step 12
Click the Add Connection button.
Step 13
Step 14
At the top or bottom of the workflow, click the Save Changes button to save your changes.
Step 15
At the top or bottom of the page, switch Off to On to turn on your workflow to start automating.
✋ Still have questions? We got you. Email us at contact@getmesa.com where our Customer Success team is happy to help!