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Seamless Odoo ERP & Payeezy Integration: Automate Payments, Reconcile Faster

Connect your Odoo accounting and ERP with Payeezy for real-time transaction processing, automated reconciliation, and enhanced financial control with a powerful iPaaS.

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The Challenge

The Pitfalls of Disconnected Payment & ERP Systems

Managing payments and financial records across disparate systems like Odoo ERP and Payeezy introduces significant operational challenges, impacting efficiency, accuracy, and compliance. Without a unified view, businesses struggle to keep pace with modern transaction volumes.

  • Manual data entry leads to errors and delays in Odoo.
  • Inconsistent payment statuses between Payeezy and Odoo.
  • Time-consuming daily reconciliation of Payeezy settlements.
  • High PCI DSS compliance burden due to raw card data handling.
  • Slow and error-prone refund and chargeback processes.
  • Lack of real-time visibility into cash flow and transaction health.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Odoo ERP & Payeezy Integration with iPaaS

Our iPaaS-driven integration seamlessly connects Odoo ERP with Payeezy, automating the entire payment and reconciliation workflow. This powerful solution ensures real-time data synchronization, enhances financial accuracy, and provides a secure, compliant environment for all your transactions.

  • Bi-directional data synchronization for payments, customers, and orders.
  • Automated reconciliation of Payeezy settlement reports with Odoo.
  • Real-time webhook processing for instant transaction status updates.
  • PCI DSS compliant tokenization for secure payment data handling.
  • Customizable data mapping and transformation rules.
Implementation Timeline

Go live with Odoo ERP + Payeezy in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Odoo ERP and Payeezy, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Odoo ERP + Payeezy deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Bi-directional data synchronization for payments, customers, and orders.
  • Automated reconciliation of Payeezy settlement reports with Odoo.
  • Real-time webhook processing for instant transaction status updates.
  • PCI DSS compliant tokenization for secure payment data handling.
  • Customizable data mapping and transformation rules.
  • Robust error handling with retry mechanisms and alerts.
  • Pre-built connectors for Odoo and Payeezy APIs.

Deep Dive: Odoo ERP & Payeezy Integration Architecture

Our integration solution orchestrates a seamless, secure, and scalable flow of financial data between Odoo ERP and Payeezy. Leveraging an iPaaS, it combines event-driven triggers, robust API interactions, and intelligent data transformation to automate critical business processes.

Data Flow Steps

**Secure Connection Setup**: Establish authenticated connections to Odoo (using API keys/OAuth2) and Payeezy (using OAuth 2.0 and client ID/secret) within the iPaaS, ensuring least privilege access.

**Event Listener Configuration**: Configure iPaaS to listen for Payeezy webhooks (e.g., `transaction.succeeded`, `chargeback.created`) and Odoo events (e.g., new `sale.order` or `account.move` status changes, custom refund triggers).

**Data Transformation & Mapping**: Design visual data maps within the iPaaS to translate Payeezy's `Payment Transaction` and `Order` entities into Odoo's `sale.order`, `account.move`, `account.payment`, and `res.partner` structures, and vice-versa for refunds.

**Workflow Orchestration**: Build multi-step workflows in the iPaaS, defining the sequence of operations (e.g., capture Payeezy webhook -> transform data -> create Odoo Sales Order -> create Odoo Payment -> update Odoo Inventory).

**Error Handling & Monitoring**: Implement comprehensive error handling with automated retries (exponential backoff), dead-letter queues, and real-time alerts for critical failures. Monitor integration health via iPaaS dashboards.

**Deployment & Governance**: Deploy integration flows across Dev, QA, and Production environments using iPaaS pipelines, ensuring version control and auditability.

Data Touchpoints

**Odoo**: `res.partner` (Customer), `product.product` (Product), `sale.order` (Sales Order), `account.move` (Invoice/Credit Memo), `account.payment` (Payment), `stock.quant` (Inventory), `account.move.line` (Journal Entry)
**Payeezy**: `Payment Transaction`, `Customer`, `Order`, `Payment Method Token`, `Refund`, `Chargeback`, `Settlement Batch`, `Webhook Notification`

"Payeezy (Webhook: Transaction Success) --> iPaaS (Transform Payeezy Transaction to Odoo Sales Order/Payment) --> Odoo ERP (Create Sales Order, Payment, Update Inventory) | Odoo ERP (Refund Initiated) --> iPaaS (Call Payeezy Refund API) --> Payeezy (Process Refund, Webhook: Refund Success) --> iPaaS (Create Odoo Credit Memo) | Payeezy (Scheduled: Settlement Report) --> iPaaS (Reconcile with Odoo Payments) --> Odoo ERP (Post Journal Entries)"

Pricing

Simple, transparent pricing for Odoo ERP + Payeezy.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Odoo ERP

Integrating Odoo ERP fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Data Mapping

Effective integration hinges on precise mapping of core entities between Odoo ERP and Payeezy. Our iPaaS provides visual tools and AI assistance to ensure accurate, consistent data flow, preventing discrepancies and enabling robust financial reporting.

Customer

Represents the cardholder or payer. In Odoo, this is the `res.partner` model. In Payeezy, customer data is part of the transaction context.

Odoo ERP Fields

name email phone street city zip country_id external_id (Payeezy customerId)

Payeezy Fields

customerId firstName lastName email billingAddress shippingAddress phone ipAddress

Mapping Notes

The `res.partner` in Odoo is highly versatile. Map Payeezy's `customerId` to a custom `external_id` field in Odoo for robust identification. Harmonize address fields and ensure consistent name formatting. Bi-directional sync is often desired for customer profile updates.

Next Steps

See Odoo ERP + Payeezy integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

E-commerce Order-to-Cash Automation

Seamlessly connect your online store to Payeezy for payment processing and automatically create sales orders, invoices, and payments in Odoo ERP, ensuring real-time inventory updates and financial accuracy.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Payment processed by Payeezy, tokenizing card data.
  3. 2 Payeezy webhook triggers iPaaS workflow.
  4. 3 iPaaS creates Odoo Sales Order (`sale.order`), Customer (`res.partner`), and Payment (`account.payment`).
  5. 4 Odoo inventory is updated based on the sales order.

Business Outcome

Accelerated order fulfillment, real-time revenue recognition, reduced manual data entry, and improved inventory accuracy.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerated Cash Flow & Reconciliation
Automate payment capture, posting, and daily settlement reconciliation in Odoo ERP, drastically cutting down manual effort and speeding up your order-to-cash cycle.
Enhanced Financial Accuracy & Compliance
Eliminate manual data entry errors, ensure consistent data across Odoo and Payeezy, and maintain PCI DSS compliance through tokenization.
Real-time Payment Visibility
Gain instant, accurate insights into transaction statuses, payment authorizations, captures, and refunds directly within Odoo.
Proactive Fraud Detection & Prevention
Leverage AI-enhanced monitoring of Payeezy transactions to identify and flag suspicious activities, reducing fraud losses and chargebacks.
Streamlined Refund & Chargeback Management
Automate workflows for initiating refunds from Odoo and processing chargebacks from Payeezy, improving efficiency and customer satisfaction.
Operational Efficiency & Cost Savings
Free up your finance and operations teams from repetitive, manual tasks, allowing them to focus on strategic initiatives and cost reduction.
✨

Accelerated Cash Flow & Reconciliation

70% Reduction in reconciliation time

📋 What You Get

Automate payment capture, posting, and daily settlement reconciliation in Odoo ERP, drastically cutting down manual effort and speeding up your order-to-cash cycle.

💼 Business Impact

This benefit directly contributes to 70% improvement in Reduction in reconciliation time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Odoo ERP + Payeezy in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Odoo ERP and Payeezy, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Odoo ERP + Payeezy deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /jsonrpc Primary endpoint for calling Odoo model methods (e.g., `create`, `write`, `search_read`) for `sale.order`, `account.move`, `account.payment`, `res.partner` entities. Preferred for modern integrations.
POST /xmlrpc/2/object Alternative generic endpoint for Odoo model methods, compatible with older systems or specific client libraries.
GET, POST, PUT /api/v1/customers REST-like endpoint for managing `res.partner` records, if available in Odoo version/modules.
GET, POST /api/v1/invoices REST-like endpoint for managing `account.move` records, if available in Odoo version/modules.

⚡ Transformation Logic

  • **Data Type Conversion**: Automatically convert string-based amounts from Payeezy to Odoo's numeric fields.
  • **Status Mapping**: Translate Payeezy `transactionStatus` (e.g., 'approved', 'declined', 'refunded') to Odoo `account.payment.state` (e.g., 'posted', 'reconciled') and `account.move.payment_state` (e.g., 'paid', 'not_paid').
  • **ID Harmonization**: Use Odoo's custom `external_id` fields to store Payeezy's `transactionId`, `orderId`, `customerId`, and `refundId` for robust bi-directional lookup.
  • **Address Normalization**: Standardize address formats from Payeezy to Odoo's `res.partner` fields.
  • **Fee Allocation**: Automatically calculate and post Payeezy transaction fees to a dedicated expense account in Odoo during settlement reconciliation.
  • **Conditional Logic**: Apply rules for partial payments, split payments, or specific tax treatments based on transaction details.

🛡️ Error Handling

  • **API Rate Limit Exceeded**: iPaaS retries with exponential backoff.
  • **Odoo Validation Error**: Invalid data (e.g., missing mandatory field) from Payeezy fails Odoo validation; error logged, routed to dead-letter queue.
  • **Payeezy Transaction Failure**: Transaction declined due to insufficient funds; webhook captured, Odoo Sales Order/Invoice updated accordingly, customer notified.
  • **Network Interruption**: Temporary connectivity loss; iPaaS retries API calls until successful or max retries reached.
  • **Reconciliation Discrepancy**: Settlement batch total doesn't match sum of reconciled Odoo payments; AI flags, manual review initiated.
Pricing

Simple, transparent pricing for Odoo ERP + Payeezy.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What is the best way to connect Odoo ERP with Payeezy?
The most effective and scalable way to connect Odoo ERP with Payeezy is through a modern iPaaS (integration Platform as a Service). An iPaaS provides pre-built connectors, visual mapping tools, and orchestration capabilities that leverage Odoo's APIs (XML-RPC, JSON-RPC) and Payeezy's APIs/webhooks for secure, real-time data synchronization and workflow automation.

Security & Compliance FAQs

▸ How does this integration handle PCI DSS compliance?
The integration prioritizes PCI DSS compliance by exclusively utilizing Payeezy's tokenization services. Sensitive card data is replaced with non-sensitive tokens, ensuring raw card numbers are never stored in your internal systems. All communication is encrypted via HTTPS/TLS 1.2+, significantly reducing your compliance scope.

Financial Processes FAQs

▸ Can I automate daily payment reconciliation between Payeezy and Odoo?
Absolutely. The iPaaS automates this critical process by scheduling daily fetches of settlement reports from Payeezy. It then intelligently matches individual transactions against corresponding payments and invoices in Odoo, automatically posting reconciled data to your general ledger and flagging any discrepancies for review.
▸ How are refunds and chargebacks managed through the integration?
Refunds can be initiated directly from Odoo ERP, triggering an iPaaS workflow to process the refund via Payeezy's API. For chargebacks, Payeezy sends real-time webhooks to the iPaaS, which automatically creates a task or updates the relevant invoice in Odoo for immediate follow-up by your finance team, minimizing losses.

AI & Automation FAQs

▸ What role does AI play in this Odoo-Payeezy integration?
AI significantly enhances the integration by providing intelligent data validation, auto-suggesting field mappings, and performing real-time fraud anomaly detection on Payeezy transactions. It also assists in identifying and resolving reconciliation discrepancies and categorizing integration errors, leading to higher data quality and more resilient workflows.

Error Handling FAQs

▸ What happens if a Payeezy transaction fails or an Odoo API call encounters an error?
The integration features robust error handling. Transient failures (e.g., network issues, temporary API unavailability) trigger automated retry mechanisms with exponential backoff. Persistent errors (e.g., data validation errors) are logged, routed to a dead-letter queue for investigation, and trigger immediate alerts to relevant teams, ensuring no critical data is lost and issues are quickly addressed.

Customization FAQs

▸ Can this integration support custom fields in Odoo or specific business rules?
Yes, the iPaaS is highly flexible. It supports mapping any custom fields created in Odoo's entities (e.g., `res.partner`, `sale.order`) to Payeezy transaction metadata. Furthermore, the low-code visual designer allows you to define complex conditional logic and business rules within your workflows, adapting the integration to your unique operational requirements.

Data Management FAQs

▸ How does the integration ensure data consistency between Odoo and Payeezy?
Data consistency is achieved through a combination of a centralized iPaaS, canonical data models, and robust data harmonization rules. The iPaaS acts as a transformation layer, ensuring that data formats, units, and identifiers (especially external IDs) are standardized before entering Odoo or being sent to Payeezy, preventing discrepancies and maintaining a single source of truth.
Next Steps

See Odoo ERP + Payeezy integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Implementation Timeline

Go live with Odoo ERP + Payeezy in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Odoo ERP and Payeezy, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Odoo ERP + Payeezy deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Odoo ERP + Payeezy.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Odoo ERP + Payeezy integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo