Integrate Paymo with Odoo ERP Self Hosted

Name: Appy Pie Connect
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Appy Pie Connect allows you to automate multiple workflows between Paymo and Odoo ERP Self Hosted

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Paymo Integrations

About Paymo

Paymo is a full-featured online project management software for small and medium businesses that allows them to track the entire life cycle of a project, from initiating to completion.

About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

Paymo + Odoo ERP Self Hosted Quick Connects

Want to explore Paymo + Odoo ERP Self Hosted quick connects for faster integration? Here’s our list of the best Paymo + Odoo ERP Self Hosted quick connects.

Explore quick connects

Odoo ERP Self Hosted Alternatives

Looking for the Odoo ERP Self Hosted Alternatives? Here is the list of top Odoo ERP Self Hosted Alternatives

Odoo CRM
Microsoft Dynamics 365 Business Central

Connect Paymo + Odoo ERP Self Hosted in easier way

It's easy to connect Paymo + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.

Triggers
New Client

Triggers when a new client is created.
New Client Contact

Triggers when a new client contact is created
New Invoice

Triggers when a new invoice is created.
New Project

Triggers when a new project is created.
New Report

Triggers when a new report is created.
New Task

Triggers when a new task is created.
New Task List

Triggers when a new task list is created.
New Time Entry

Triggers when a new time entry is created.
Updated Task

Triggers when a task is updated.
Updated Time Entry

Triggers when a time entry is updated.
New Blog Post

Triggers when you add a new Blog Post. You will need to have the Blog module installed.
New Calendar Event

Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
New Event

Triggers when you add a new event. You will need to have the Event module installed.
New Expense

Triggers when you add a new expense. You will need to have the Expense module installed.
New Invoice

Triggers when you add a new invoice. You will need to have the Invoice module installed.
New Lead/Opportunity

Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
New Note

Triggers when you add a new Note. You will need to have the Note module installed.
New Product

Triggers when you add a new Product. You will need to have the ECommerce module installed.
New Project Task

Triggers when you add a new Project Task. You will need to have the Project module installed.
New Sale Quotation

Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
New Survey Response

Triggers when you add a new survey response. You will need to have the Survey module installed.
New Ticket

Triggers when you add a new ticket.You need to install the helpdesk module.
New User

Triggers when you add a new User. You will need to have the Users module installed.

Actions
Create Client

Creates a client.
Create Expense

Creates a expense.
Create Invoice

Creates an invoice.
Create Project

Creates a new project.
Create Task

Creates a task.
Create Task List

Creates a task list.
Create Time Entry

Creates a time entry.
Create Blog Post

Create a blog post
Create Note

Create a new Note.
Create Project Task

Create a new Project Task.
Update Ticket

Update a existing Ticket

How Paymo & Odoo ERP Self Hosted Integrations Work

Step 1: Choose Paymo as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Odoo ERP Self Hosted as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Paymo to Odoo ERP Self Hosted.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Paymo and Odoo ERP Self Hosted

Paymo is a financial management and accounting spution that has been designed to support small, medium and large businesses of all sizes. It is a comprehensive top comprising of ERP, CRM, Accounting, Inventory, Sales Management, Project Management, Purchasing and Human Resources modules (more details can be found here.

Odoo ERP Self Hosted is a business management suite that can be customized as per the client’s requirement. It covers almost all aspects of business management from finance to sales, from marketing to delivery management. The software can be hosted on the cloud or self-hosted which means it can also be installed on customers own servers (more details can be found here.

The integration of Paymo and Odoo ERP Self Hosted allows users to keep track of their finances and sales data through one platform. This is because the integration of Paymo and Odoo ERP Self Hosted allows the user to link their Paymo account with the Odoo ERP Self Hosted account. When both accounts are linked, the user can access the sales data of their business along with the financial report on Paymo using Odoo ERP Self Hosted. Users can access their financial reports as well as sales figures by logging into Odoo ERP Self Hosted.

Integration of Paymo and Odoo ERP Self Hosted

To integrate your Paymo account with the Odoo ERP Self Hosted account, you need to;

Log in to your Paymo account.
Click on Settings & Invoices option which will open up a menu.
Click on Integrations option which will take you to the Integrations screen. On this screen, click on the +Add Integration option which will open up another window.
Select Odoo ERP Self Hosted from the Integration Type drop-down menu and enter the required details such as API Key, API Secret, Company ID etc. Click Add button to save the integration settings.
The integration process will start after you click on the Save button and you will receive a notification once the integration process has completed successfully.

Benefits of Integration of Paymo and Odoo ERP Self Hosted

Integration of Paymo and Odoo ERP Self Hosted offers many benefits including;

Payment method via credit card. Integration of Paymo and Odoo ERP Self Hosted allows users to pay for goods using their credit card in case they don’t have enough funds in their Paymo account. This is because when the integration is complete, users will be able to see an additional ‘Pay via Credit Card’ option in their checkout page which they can use if they don’t have enough funds in their Paymo account or if they don’t want to use their Paymo account at all. Hence, users will not have to worry about not getting paid for any deliveries that they make if they haven’t sufficient funds in their Paymo account (more details can be found here.

Automatic synchronization of financial data. If a user links more than one Paymo account with the same Odoo ERP Self Hosted account, then this synchronization feature enables them to view the financial data from all their linked Paymo accounts in one single place (more details can be found here. This feature allows users to easily keep track of their finances and sales data in one place without having to log in to multiple accounts.

The process to integrate Paymo and Odoo ERP Self Hosted may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.