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Odoo ERP & QuoteWerks Integration: Accelerate Your Quote-to-Cash Cycle

Automate sales orders, synchronize customer data, and gain real-time visibility from quoting to accounting with a powerful, AI-enhanced iPaaS solution.

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The Challenge

The Disconnect Between Sales Quoting and ERP Operations

Sales organizations often struggle with a fragmented workflow between generating quotes and managing the subsequent financial and operational processes. This disconnect leads to inefficiencies, errors, and delayed revenue recognition, hindering growth and customer satisfaction.

  • Manual data re-entry from QuoteWerks into Odoo ERP.
  • Discrepancies between quoted prices/products and Odoo's master data.
  • Delays in converting approved quotes into sales orders, impacting fulfillment.
  • Lack of real-time visibility into the complete sales pipeline and inventory.
  • Inconsistent customer records across sales and finance departments.
  • Increased risk of human error in order processing and invoicing.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Odoo ERP and QuoteWerks with an Intelligent iPaaS

Our integration solution leverages a cutting-edge iPaaS (Integration Platform as a Service) to create a dynamic, real-time connection between Odoo ERP and QuoteWerks. This empowers your business with automated workflows, consistent data, and unparalleled efficiency across your entire sales and financial operations.

  • Bi-directional data synchronization for key entities.
  • Event-driven architecture for real-time updates.
  • Visual drag-and-drop workflow designer.
  • Pre-built connectors for Odoo and QuoteWerks.
  • AI-assisted data mapping and transformation.
Implementation Timeline

Go live with Odoo ERP + Quotewerks 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 Quotewerks, 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 + Quotewerks 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 key entities.
  • Event-driven architecture for real-time updates.
  • Visual drag-and-drop workflow designer.
  • Pre-built connectors for Odoo and QuoteWerks.
  • AI-assisted data mapping and transformation.
  • Robust error handling and monitoring.
  • Scalable architecture for growing business needs.

Technical Integration Details: Odoo ERP and QuoteWerks

This section outlines the technical architecture, data flow, and connectivity methods employed to establish a robust and scalable integration between Odoo ERP and QuoteWerks, leveraging a modern iPaaS platform.

Data Flow Steps

**Secure Connection Setup:** Establish authenticated connections to Odoo via API keys (XML-RPC/JSON-RPC) and QuoteWerks via its API, securing credentials in a secret management system.

**Event Listener/Polling Configuration:** Configure iPaaS to listen for critical events in QuoteWerks (e.g., quote status change to 'Approved' via webhooks if available, or scheduled polling of quote statuses). For Odoo, webhooks can be set up for 'res.partner' or 'product.product' changes.

**Data Fetch & Transformation:** Upon an event, the iPaaS fetches relevant data from the source system (e.g., QuoteWerks quote details). Data is then mapped and transformed using visual tools and AI-assisted suggestions to align with the target system's schema (e.g., Odoo 'sale.order').

**Target System API Call:** The iPaaS constructs and executes API calls to the target system (e.g., Odoo's `/jsonrpc` endpoint for creating a 'sale.order' or QuoteWerks' `/api/quotes` for updates).

**Error Handling & Logging:** Implement comprehensive error handling with retry mechanisms for transient failures and dead-letter queues for persistent errors. All transactions are logged for auditability and troubleshooting.

**Status Updates & Notifications:** Optionally, update the source system (e.g., QuoteWerks quote status) based on the success or failure of the target system operation. Alerts are configured for critical integration failures.

Data Touchpoints

QuoteWerks: Quotes, Quote Line Items, Customers, Products, Sales Reps.
Odoo ERP: Sales Orders (sale.order), Sales Order Lines (sale.order.line), Customers (res.partner), Products (product.template, product.product), Inventory (stock.quant), Invoices (account.move), Employees (hr.employee).

"QuoteWerks (Event: Quote Approved) -> iPaaS (Trigger, Fetch Quote, Map Data, Transform) -> Odoo ERP (Create Sales Order, Update Inventory) OR Odoo ERP (Event: Product Update) -> iPaaS (Trigger, Fetch Product, Map Data, Transform) -> QuoteWerks (Update Product Catalog)"

Pricing

Simple, transparent pricing for Odoo ERP + Quotewerks.

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 and Field-Level Mappings

A detailed look at how critical business entities are mapped and synchronized between Odoo ERP and QuoteWerks, ensuring data integrity and consistency.

Customer

Represents the client for whom a quote is generated and eventually an order is placed. Consistency is crucial for billing, shipping, and CRM.

Odoo ERP Fields

{ "field": "name", "type": "char", "description": "Company or Contact Name" } { "field": "email", "type": "char", "description": "Primary Email Address" } { "field": "phone", "type": "char", "description": "Primary Phone Number" } { "field": "street", "type": "char", "description": "Billing/Shipping Street" } { "field": "city", "type": "char", "description": "Billing/Shipping City" } { "field": "zip", "type": "char", "description": "Billing/Shipping Zip Code" } { "field": "country_id", "type": "many2one", "description": "Country Reference" } { "field": "is_company", "type": "boolean", "description": "True if company, False if individual" } { "field": "vat", "type": "char", "description": "VAT / Tax ID" } { "field": "external_id", "type": "char", "description": "Unique ID from QuoteWerks (custom field)" }

Quotewerks Fields

{ "field": "CompanyName", "type": "string", "description": "Company Name (primary)" } { "field": "ContactName", "type": "string", "description": "Primary Contact Name" } { "field": "Email", "type": "string", "description": "Primary Contact Email" } { "field": "Phone", "type": "string", "description": "Primary Phone Number" } { "field": "Address1", "type": "string", "description": "Billing/Shipping Address Line 1" } { "field": "City", "type": "string", "description": "Billing/Shipping City" } { "field": "Zip", "type": "string", "description": "Billing/Shipping Zip Code" } { "field": "Country", "type": "string", "description": "Country Name" } { "field": "TaxID", "type": "string", "description": "Tax Identification Number" } { "field": "OdooID", "type": "string", "description": "Unique ID from Odoo (custom field)" }

Mapping Notes

Map QuoteWerks 'CompanyName' to Odoo 'name' (if 'is_company' is true). Map QuoteWerks 'ContactName' to Odoo 'name' (if 'is_company' is false, or as a child contact). Use a custom 'external_id' in Odoo and 'OdooID' in QuoteWerks for robust record linking and deduplication. Address mapping requires concatenation/splitting for multi-line addresses.

Next Steps

See Odoo ERP + Quotewerks 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.

Quote Approval to Odoo Sales Order & Inventory Reservation

When a sales quote is finalized and approved in QuoteWerks, the integration automatically triggers the creation of a corresponding Sales Order in Odoo ERP. This includes all customer details, product line items, quantities, and pricing. Simultaneously, Odoo's inventory management (stock.quant) is updated to reserve the necessary stock, ensuring fulfillment readiness.

Integration Steps:

  1. 0 Sales rep marks QuoteWerks quote as 'Approved'.
  2. 1 iPaaS's QuoteWerks connector detects the status change (via webhook or polling).
  3. 2 iPaaS fetches full quote details from QuoteWerks API.
  4. 3 Data transformation and mapping occur, converting QuoteWerks quote fields to Odoo 'sale.order' and 'sale.order.line' fields.
  5. 4 iPaaS calls Odoo's `/jsonrpc` or `/api/v1/sales_orders` endpoint to create the new sales order.
  6. 5 Odoo processes the sales order, updating inventory (stock.quant) and potentially generating a picking (stock.picking).
  7. 6 Success/failure notification sent to integration dashboard. Optional: Update QuoteWerks quote status to 'Ordered' via QuoteWerks API.

Business Outcome

Instantaneous order processing, accurate inventory reservation, reduced order fulfillment lead times, and seamless handoff from sales to operations and finance.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Accelerated Sales Cycle
Automate the conversion of approved QuoteWerks quotes to Odoo sales orders, significantly reducing the time from proposal acceptance to order processing and fulfillment.
Eliminate Manual Data Entry & Errors
Remove the need for sales or finance teams to manually re-enter data, preventing costly human errors and freeing up valuable personnel time.
Real-time Data Consistency
Ensure customer, product, and pricing data is always synchronized between Odoo and QuoteWerks, providing a single source of truth for all stakeholders.
Enhanced Operational Efficiency
Streamline workflows from quoting and sales to inventory management and accounting, improving overall operational throughput and resource allocation.
Improved Sales Visibility & Reporting
Gain a holistic view of your sales pipeline and order status by centralizing data in Odoo, enabling better forecasting and strategic decision-making.
Empowered Sales Teams
Provide sales reps with accurate product information and inventory availability directly within QuoteWerks, enabling them to create precise and confident proposals.
✨

Accelerated Sales Cycle

30% Faster Quote-to-Cash

📋 What You Get

Automate the conversion of approved QuoteWerks quotes to Odoo sales orders, significantly reducing the time from proposal acceptance to order processing and fulfillment.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Quote-to-Cash, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Odoo ERP + Quotewerks 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 Quotewerks, 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 + Quotewerks 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 /xmlrpc/2/object Generic XML-RPC endpoint for calling Odoo model methods (create, write, search_read). Primary for foundational data manipulation. Example: creating 'sale.order', updating 'res.partner'.
POST /jsonrpc Generic JSON-RPC endpoint for calling Odoo model methods. Preferred for modern integrations due to JSON's simplicity. Example: creating 'sale.order', 'product.product'.
GET, POST, PUT /api/v1/products REST-like endpoint (if available/custom) for product management. Used for fetching, creating, or updating 'product.template' and 'product.product' records. Ideal for product catalog sync.
GET, POST, PUT /api/v1/customers REST-like endpoint (if available/custom) for customer management. Enables fetching, creating, or updating 'res.partner' records. Critical for customer data sync.
GET, POST /api/v1/sales_orders REST-like endpoint (if available/custom) for sales order management. Used for retrieving existing sales orders or creating new ones ('sale.order'). Essential for quote-to-order conversion.

⚡ Transformation Logic

  • **Customer Matching:** Attempt to match QuoteWerks customer by 'external_id' (Odoo ID), then by email, then by company name. If no match, create new Odoo 'res.partner'.
  • **Product Resolution:** Match QuoteWerks line item 'PartNumber' to Odoo 'default_code' (SKU) to retrieve Odoo 'product.product' ID. If no match, flag as error or create a placeholder product.
  • **Price & Quantity:** Directly map QuoteWerks line item quantity and unit price to Odoo 'sale.order.line'.
  • **Date Formatting:** Convert QuoteWerks date formats to Odoo's expected datetime format (e.g., ISO 8601).
  • **Status Mapping:** Map QuoteWerks 'Approved' status to Odoo 'sale.order' state 'sale' or 'draft' (configurable).
  • **Currency Conversion:** If multiple currencies are involved, apply defined exchange rates or use Odoo's native multi-currency capabilities.

🛡️ Error Handling

  • Odoo API rate limit exceeded.
  • QuoteWerks product ID not found in Odoo.
  • Invalid customer email format during sync.
  • Network timeout during API call to either system.
  • Odoo validation error on sales order creation (e.g., missing mandatory field).
  • Concurrent updates to the same customer record causing data overwrite.
Pricing

Simple, transparent pricing for Odoo ERP + Quotewerks.

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 FAQs

▸ What is the primary benefit of integrating Odoo ERP with QuoteWerks?
The primary benefit is the automation of your quote-to-cash cycle. This means approved quotes in QuoteWerks automatically become sales orders in Odoo, eliminating manual data entry, reducing errors, and accelerating order fulfillment and invoicing. It ensures data consistency across sales and finance.

Data Sync FAQs

▸ How does the integration handle customer and product data synchronization?
The integration supports bi-directional synchronization for customer and product data. New customers created in QuoteWerks can automatically sync to Odoo (res.partner), and vice versa. Product master data, including pricing and inventory levels, typically flows from Odoo (product.template/product.product) to QuoteWerks, ensuring sales teams always quote with accurate information.

Customization FAQs

▸ Can I customize the integration workflows and field mappings?
Absolutely. Our iPaaS solution provides a low-code/no-code visual designer that allows you to customize integration workflows, define specific business rules, and map custom fields between Odoo and QuoteWerks without writing complex code. AI assistance further streamlines this customization process.

Error Handling FAQs

▸ What happens if a quote fails to create a sales order in Odoo?
Our integration includes robust error handling. If a sales order fails to create in Odoo (e.g., due to missing product data, validation errors), the transaction is logged, routed to a dead-letter queue, and alerts are sent to designated personnel. The system allows for manual review and re-processing of failed transactions.

AI FAQs

▸ How does this integration leverage AI for better performance and accuracy?
AI enhances the integration by providing intelligent field mapping suggestions, automatically validating data against Odoo's rules, detecting anomalies in data flows, and even suggesting workflow optimizations. This leads to faster setup, fewer errors, and more resilient integrations.

Security FAQs

▸ Is the integration secure and compliant with data protection standards?
Yes, security is paramount. The integration adheres to industry best practices, including end-to-end encryption (HTTPS/TLS), secure credential management (least privilege access, encrypted secrets), comprehensive audit trails, and compliance with standards like GDPR and SOC 2. Data privacy is a core design principle.

Implementation FAQs

▸ What are the typical deployment timelines for Odoo-QuoteWerks integration?
Leveraging an iPaaS with pre-built connectors and low-code capabilities, deployment timelines are significantly reduced. A standard Odoo-QuoteWerks integration can often be designed, tested, and deployed in a matter of weeks, depending on the complexity of custom workflows and data transformations required.

Odoo Capabilities FAQs

▸ Can I integrate Odoo with multiple payment gateways?
Yes, an iPaaS can facilitate integrating Odoo with multiple payment gateways (e.g., Stripe, PayPal, Authorize.net) by orchestrating the payment process, handling transaction statuses, and ensuring accurate reconciliation of payments against Odoo invoices, often with automated journal entries. While not directly QuoteWerks-related, this showcases Odoo's broader integration capabilities.
Next Steps

See Odoo ERP + Quotewerks 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 + Quotewerks 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 Quotewerks, 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 + Quotewerks 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 + Quotewerks.

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 + Quotewerks 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