Skip to content

Integrating SailPoint with Odoo CRM

Odoo CRM is a customer relationship management platform that helps businesses track leads, manage customer relationships, and streamline sales workflows. This document provides instructions to configure a new direct connection to an Odoo source. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Odoo connector supports the following:

Account Management

  • Aggregate Users

Entitlement Management

  • Aggregate Groups

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Ensure the following prerequisites are met before proceeding with the configuration:

  • Access to your Odoo CRM instance.
  • A valid Database Name (subdomain name of the Odoo instance).
  • An Admin ID (Odoo user UID):
    1. Log in to Odoo as an Admin.
    2. Go to Settings > Users & Companies > Users.
    3. Open your user profile and check the URL for your UID. For example, https://mycompany.odoo.com/#id=2, where UID = 2.

  • An API Key generated from your profile preferences in Odoo.

    Resource Links

    Odoo User Docs | Access Rights