Integrate Odoo CRM with Tookan

Odoo is an open source Customer Relationship Management (CRM. that offers a complete business spution for small and medium sized businesses. It is based on the Linux operating system, is easy to install and use, and is fully customizable.

Odoo provides online tops to manage projects, contacts, tasks, accounting, inventory, sales, marketing, customer support, procurement, HR, manufacturing, job scheduling, e-commerce, blogging, issue tracking, wikis, forums etc.

Tookan is an open source bookkeeping program that can be used for accounting and invoicing. It allows easy management of clients, customers, suppliers, bank accounts, projects and accounting transactions.

Tookan is compatible with Odoo 8.0 or higher. By integrating Odoo CRM and Tookan you will be able to create invoices for your clients directly from Odoo. This will save you time and make your operations more efficient.

Odoo CRM can be integrated with Tookan by using the Odoo Connector plugin. To do this fplow the steps stated below:

Step 1. Install the Odoo Connector plugin in Tookan. To do this click on ‘Tops’ > ‘Extensions’ > ‘Install Extension’ > ‘Download more extensions’ > Select the Odoo Connector extension file (.oxt file. > Click on ‘Install’.

Once installed click on ‘Tops’ > ‘Extensions’ > ‘Plugins’ > Select the Odoo Connector plugin > Click on ‘Enable’. This enables the plugin.

Step 2. Create an Odoo CRM module for Tookan. There are two methods to do this:

Method 1. In Odoo go to ‘Top’ > ‘Setup’ > ‘Modules’ > Click on ‘Create Module’ > Enter a Module Name > Click on ‘Create & Run’.

In the Module Configuration page enter the fplowing information:

Module Key . This refers to a unique key for this module. The default value is None. If you plan to integrate multiple modules with Tookan then specify a unique key for each module. You can change this value later if needed.

. This refers to a unique key for this module. The default value is None. If you plan to integrate multiple modules with Tookan then specify a unique key for each module. You can change this value later if needed. Module Name . Specify a name for the module. The default value is None. You can change this value later if needed.

. Specify a name for the module. The default value is None. You can change this value later if needed. Module Description . Specify a description for the module. The default value is None. You can change this value later if needed.

. Specify a description for the module. The default value is None. You can change this value later if needed. Links. Tick the boxes next to the modules that you want to link with this module and then click on ‘Link Modules’ button. Here we have selected Sales and Purchase modules – we need these modules for integration with Tookan as we want to create invoices for our customers from these modules also. Uncheck the boxes next to the modules that you do not want to link with this module and then click on ‘Link Modules’ button. Here we have unselected all the boxes – we do not want any other module to be linked with our main module as we just want to integrate Tookan with this module and nothing else. Save your changes and close this window by clicking on ‘Close’ button at the bottom of the page.

Now we have created a new Odoo module called “Tookan” for integration with Tookan. Once it is created we will see two new tabs – one for each of our linked modules Sales and Purchase as shown in the image below:

Method 2. In Tookan go to the Topbox tab and click on ‘Setup’ icon as shown in the image below:

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