Odoo integration

Purpose: Learn how to integrate your Odoo ecommerce platform with Sendcloud in a few easy steps. 

Step 1: Set up your integration

1. In Odoo, navigate to Sendcloud > Configuration > Wizards
2. Under Setup the Sendcloud Integration, click on Start Setup

3. A setup wizard will pop up in a new window
   
4. Select Odoo Integration and click Confirm
5. You will be redirected to Sendcloud. Click on Connect to authorise the connection with Odoo
6. In Odoo, navigate back to Integration configuration
7. You should now see that an integration named "OdooShop" has appeared in the list view of integrations
8. Open the OdooShop Integration form to edit the integration 
9. Changes that you make in this view will automatically sync with Sendcloud, and any changes you make to settings in Sendcloud will sync with the Odoo integration. 
10. If multiple integrations appear in this list, sort them in order of priority to enable Odoo to select the default integration to use 

When you confirm a sales order in Odoo, it will automatically be created in Sendcloud as an incoming order.

To confirm a sales order:

• In Odoo, go to SendCloud > Sales > Orders
  
  
• In the list of sales orders, select the order you want to confirm and click Confirm
  
  

Processing orders in Odoo

Once the order is confirmed you can generate the label from Odoo as well as from Sendcloud.

• To do so, select a sales order which is already confirmed and click on Delivery
  
  
• Next, click on Validate
  
• The label will be created and can be found in your Sendcloud account under the Created labels tab
• You can find the tracking number for the delivery in Odoo, under the Order history view

Processing orders in Sendcloud 

The order will remain in the incoming order overview until you choose to print the shipping label. You can learn more about how order processing works in Sendcloud in this article.

When you click Create labels the shipping labels will be created as a PDF or automatically printed and the labels will be sent to the shipping carrier. These orders will then move to the Created labels tab. 

Step 2: Object synchronization 

1. In Odoo, go to SendCloud > Configuration > Wizards >Sync the SendCloud Objects.
2. A wizard will appear in a pop up window
   
3. Select all objects and click Confirm to begin retrieving data from Sendcloud
   
4. The following data is automatically synchronized from Sendcloud to Odoo:
   • • • Parcel Statuses
       • Invoices
       • Shipping Methods
       • Sender Addresses
5. To configure how often this data should be retrieved, go to Settings > Technical > Automation > Scheduled Actions
6. Search Scheduled Actions for "Sendcloud"
   
   
7. Set the "Execute Every" value to your preference 

Step 3: Sender addresses & warehouses 

If you have multiple sender addresses, you can add them to your Sendcloud account. Click here to see how to set up your sender addresses.

When you process your orders, you can select which sender address to ship your order from in the incoming order overview.

If you have multiple warehouses configured in Odoo, you can assign them to a corresponding sender address in Sendcloud by completing the following steps: 

• Go to SendCloud > Settings > Integration
• Click on Configure Warehouse Addresses
• A wizard will pop up in a new window 
• Set the corresponding Sendcloud Sender Address for each of the warehouse addresses

Alternatively:

• In Inventory > Configuration > Warehouses, select an address.
• In the address form, go to the Sales and Purchase tab and set the Sendcloud Sender Address
• In Sale Order > Delivery, select the appropriate Warehouse.
• Check that the address of the Warehouse also has a Sendcloud Sender Address.

Test mode 

Enabling Test Mode allows you to access extra functionalities in order to test the integration. 

• To enable Test Mode, from the sidebar menu > Sales > Settings
  
  
  
  
• Under the SendCloud section you can find the Enable Test Mode flag

Please note: If you are using Test Mode to test orders, make sure you set a different prefix for your delivery numbers in your test environment. For example, go to Debug Mode > Technical/Sequences Identifiers/Sequences and adjust the prefix to WH/OUT/TEST for example. Otherwise, when you begin shipping real parcels, if Sendcloud recognises the same delivery number as previously used during testing, it will treat the live order as an 'update' of the test order and the shipping details could be incorrect. 

How to process orders in Odoo to Sendcloud

Here's a quick run through of how you will process your orders when the integration with Sendcloud is successfully established: 

• You will create a sales order in Odoo, then click on Add shippingto select one of the shipping methods provided by Sendcloud 

• When confirming the sale order, a delivery document is generated (stock.picking)
• When confirming the picking, a parcel (or multiple parcels) for the specific sales order are created in Sendcloud under Shipping > Created labels
• The picking / parcel is updated with the information from Sendcloud (tracking number, tracking url, label, etc.) 

Service Point Picker

The Sendcloud module allows delivery to a service point via service point picking widget. The widget is visible in the SendCloud Shipping tab when the following is true: 

• You have enabled service point delivery in Sendcloud, by going to Settings > Integrations > Odoo > Edit and ticking the box Enable Service Point Delivery"
• You have selected a Sendcloud shipping method in parcel picking as explained in the step above
• The Shipping Method has field sendcloud_service_point_input == "required"
• All of the criteria (from country, to country, weight) match with the current order

Troubleshooting

If the communication to the Sendcloud server fails (eg.: while creating a parcel), the exchanged message is stored in a Log section, under Logging > Actions.