Integrate Odoo ERP Self Hosted with Agile CRM

Odoo ERP Self Hosted is a business management software which helps small and medium businesses handle their financial and human resources. This system has some additional features that include:

Reports and statistics.

Business intelligence.

Real-time information about revenue and profit.

It can be installed on a local server or on cloud storage such as Amazon Web Services (AWS. Odoo ERP Self Hosted is open source and free. It provides you with predefined reports and dashboards to help you gain better insight of your business operations.

Agile CRM is a Customer Relationship Management software for small and medium enterprises. It helps you manage customer data and automate sales and marketing processes. It allows you to:

Send personalized emails to customers and prospects.

Optimize sales and marketing activities.

Increase customer retention rate.

Automate email marketing campaigns.

Integrate customer data from other systems such as Salesforce, SugarCRM, HubSpot, Zoho, etc.

Integration of Odoo ERP Self Hosted and Agile CRM

There are two ways of integrating Odoo ERP Self Hosted with Agile CRM:

Using connectors. Using API calls.

Using connectors. Connectors enable you to integrate a third-party application with Agile CRM without having to know the technical details of API calls or coding. You can establish a connection between the two applications by configuring the connector in Agile CRM. The connector will fetch data from the external application and display it on the Agile CRM dashboard of the relevant user. Connectors can be defined at fplowing levels. account, contact, lead, opportunity, case, activity, task, note, document, product, price list, quote, contract, marketing campaign, event, time tracker, competitor, company, project, user rpe, user profile, user group.

Using API calls. API calls allow you to integrate an application with Agile CRM by writing code. You need to have a good understanding of APIs of both applications to write custom code for integration. You will need to enable API access in Odoo ERP Self Hosted and connect it with Agile CRM using API keys. API keys allow you to use the API service without needing to enter credentials every time you make a request. Hence it is recommended to create an API key only when you plan to use the API service for integration purposes. You can generate API keys in Odoo ERP Self Hosted and Agile CRM using their respective contrp panels. Then you can configure the API keys in each application’s settings area. Every time you want to make a call with the API key for integration purposes, you will need to enter the appropriate API key in the call URL parameter. If you want to convert JSON response data into CSV (comma separated values), you can use Python scripts such as Python CSV library or any other library available online. If you want to learn more about API calls read this article How To Integrate Odoo ERP Self Hosted With Other Applications Using API Calls . Alternatively you can watch this video:

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