If you use Odoo this article will explain how to connect Odoo to Chaser, explain how the integration works and provide answers to some frequently asked questions of current Chaser customers who use Odoo.
Last updated: February 17, 2025
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Get started: Sign up for a free trial with Chaser
Before connecting to your Odoo account, take out a free trial by filling out the following short form: https://www.chaserhq.com/signup
Connect Chaser to Odoo
Once the trial is activated, connect Chaser to your Odoo account:
- After verifying your email and logging into your Chaser account you will be asked to connect your accounting system. Click Odoo and then click Connect with Odoo.
- Enter your Odoo URL
- Go to your Odoo account
- Copy the first section of the URL, up to the first forward slash. For example, the below instance would use https://chaser.odoo.com. Yours might be https://yourcompanyname.odoo.com
- Enter your database name
- If you have database access and are using Odoo version 18, you can find this by selecting My Databases
- If you have database access and are using Odoo version 18, you can find this by selecting My Databases
- Enter the email address for the user account that you will generate your API key using (this can be a dedicated user for external integrations, or your user depending on your internal securities polices)
- Generate an API key in Odoo. The following instructions are relevant to Odoo version 18, if you use an earlier version of Odoo, your API key generation instructions may differ.
- Select your user account icon and go to Preferences
- Select Account Security
- Go to API Keys and select New API Key
- Enter your Odoo password
- Name your API key and select the duration
- The Chaser will be disconnected once the API expires. To reconnect, you must generate a new API key and provide this to Chaser. Therefore, select the longest duration which your IT security policies can support.
- The Chaser will be disconnected once the API expires. To reconnect, you must generate a new API key and provide this to Chaser. Therefore, select the longest duration which your IT security policies can support.
- Copy your API key
- Paste your API key into Chaser
- Select your user account icon and go to Preferences
- Press Connect
After connecting Odoo to Chaser, you can choose your Chaser account settings to tailor your accounts receivable process to best suit your business needs. This includes the business name, country, timezone and currency.
How does the Chaser's integration with Odoo work?
Chaser has a direct integration with Odoo’s API. When Chaser connects with your Odoo account, Chaser is provided with a unique API token that allows access to the Organization and Accounting data in your Odoo account. Once Chaser has the API token from Odoo, Chaser can request information to be pulled from your Odoo account into Chaser. Odoo’s API uses OAuth 2.0 to authenticate API tokens.
To have the most up-to-date data, we regularly pull accounting data from your Odoo account. These syncs fetch data that has been created or updated since the last sync.
To have the most up-to-date data, Chaser will regularly pull accounting data from your Odoo account. These syncs fetch data that has been created or updated since the last sync.
Sync Chaser with Odoo
Chaser syncs with Odoo once every day and before payment reminder emails are sent out. This ensures that all information is up to date before Chaser emails are sent out.
You can also sync Chaser with Odoo at any time in the Chaser app by clicking the Sync now button in the top right of your screen, should you require data to be synced immediately.
What information does Chaser pull from Odoo?
Contacts
Through the Odoo API, Chaser retrieves your contacts from your Odoo account. Chaser pulls through the email addresses, phone numbers, physical addresses and invoices associated with a customer contact in Odoo.
Chaser pulls through all the email addresses under a contact in Odoo. This means that you can have multiple recipients in Chaser. You can have a ‘Normal’ sender and an ‘Escalated’ sender. You can also get directed straight to the customer in Odoo by clicking the 3 dots on the right of the customer and clicking 'Edit in Odoo'.
Invoices
Chaser pulls your customer's invoice data directly from your Odoo account.
Chaser uses the due date and the creation date from Odoo to calculate how many days overdue an invoice is.
You can also go directly to the invoice in Odoo from Chaser by going into the invoice page by clicking through an invoice in the Receivables tab and clicking the icon in the top right to View in Odoo.
Tags
Chaser pulls tags from your Odoo account and displays these on your customers in Chaser. You can also filter by tags.
Troubleshooting
Why am I not able to connect Odoo to Chaser?
If you are having issues connecting Odoo to Chaser, please ensure that you have a valid Odoo login and that your user has database access. Your user must also have the following permissions.
If you meet the above criteria and are still experiencing difficulties connecting Chaser to Odoo, please contact support@chaserhq.com or via live chat.
Why does Chaser not reflect the latest changes in my Odoo account?
If changes that you have made in Odoo aren’t updating in Chaser, please follow these steps:
- Click Sync Now in the top right corner of your Chaser screen.
- Wait 10-15 minutes. When you sync Chaser with Odoo, Chaser checks for all changes in Odoo and this can take time.
- Double-check the changes in Odoo were completed and have been saved.
- If the problem persists, please contact support@chaserhq.com or via live chat.
Why is contact information different in Chaser and Odoo?
If some contact information in Odoo is different from Chaser then please follow these steps:
- Check that there are no duplicate or archived contacts in Odoo. These duplicate/archived contacts could have incorrect information.
- Check that the correct fields in Odoo have been filled. For example; check that both first name and last name fields have been filled in.
- Check that Odoo has been synced with Chaser recently.
Why did Chaser disconnect from Odoo?
The API key that you generated when connecting Odoo to Chaser may have expired. Generate a new API key and update the details in Chaser. Check that permissions have not changed on the user account used to connect to Chaser.
In these situations, Chaser will notify you that you need to reconnect your Chaser account. To do this, when you log in to Chaser, click the Reconnect to Odoo button at the bottom right of your screen.