Odoo + Simplicate
Connect the commercial journey with delivery.
Companies & contacts
Sales agreements
Follow-up
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CRM · Odoo integration

Connect Simplicate with Odoo.

Connect the commercial journey with delivery. Radorfa maps your process, configures the data exchange and tests it with your team.

First, we review your processes and systems. Then you receive a proposal with scope and costs.

Start with a feasibility check
We check API access, version and subscription before confirming the integration route.

Connected around your process
OdooERP & CRM
Simplicate logoSimplicate

Data, direction and frequency agreed for your environment.

Where the integration helps

Connect the commercial journey with delivery.

Simplicate may support your customer relationship while Odoo runs another business process. We agree the handover milestone and required project or sales data. Later changes to a job must remain linked to the same customer and reference.

An approved assignment may start an Odoo project or order. We discuss the required budgets, references and customer data. We also define which environment owns later changes, keeping delivery work aligned with the commercial agreement.

We start with the task your colleagues need to complete. Which information is copied today, who checks it and which exceptions occur? Those answers determine the integration scope. We agree responsibilities with the people managing both applications before configuring access or transferring data.

Odoo and your application

How Simplicate and Odoo exchange data

Selected companies, contacts and opportunities from Simplicate to Odoo CRM or Sales. We agree the handover stage and any return updates with your sales team.

01

Companies & contacts

Process organisations, contacts and email changes without duplicate records.

02

Sales agreements

Map relevant deal or quotation fields to the appropriate Odoo record.

03

Follow-up

Keep ownership, status and agreed return updates visible to sales.

These are possible data flows. We agree the actual fields, direction and actions after checking both environments.

A practical process example

Hand over a won customer cleanly

Sales has agreed the work and delivery takes over. At that point, the customer, agreement and missing information need to be clear. We configure a handover matched to the sales stage that does not automatically confirm incomplete orders.

The starting point is a recognisable reference, such as an order, customer or file number. We record what has been processed and make failed steps visible. Recovery must continue from the right point without creating another copy of the same transaction.

From requirements to everyday use

From agreed scope to a managed integration.

01

Map your process

We discuss the required data flow with sales, warehouse or finance. For each piece of information, we define where it originates and which system leads.

02

Configure and test together

We connect relevant Odoo modules such as Sales, CRM, Inventory and Invoicing. Test orders help us check fields, permissions, returns and duplicate messages.

03

Deliver and keep track

You receive guidance on operation and error messages. We agree on monitoring, support, maintenance and checks following software updates.

Existing connector or custom development?

We first review what your Odoo version and existing modules provide. Where needed, we use an existing connector, an integration platform or custom API development. Our advice considers your process, costs and ongoing management.

Ready for exceptions

A delayed API, expired access or duplicate message should remain visible. We test retries, duplicate handling and notifications, and agree who follows up on exceptions.

A useful first conversation

Discuss your Simplicate integration.

Tell us which versions you use, which information should move and where your team loses time. We will discuss a concrete next step.

Frequently asked questions

Clear agreements before we start.

Will it work with my Odoo version and subscription?

We check this first. According to Odoo, external API access on Odoo Online is available on the Custom plan, not Standard or One App Free. For Odoo.sh or self-hosted installations, we assess the version, modules and permissions. The other application may also require an additional licence.

Is this a ready-made connector I can activate?

This page presents implementation options delivered by Radorfa. We assess whether an existing connector is sufficient or custom development is required. We agree the fields, sync direction and exceptions with you; the listed applications are not a promise of connectors you can activate immediately.

What does an Odoo integration cost?

Costs depend on your systems, data flows, data quality, existing modules and required controls. We distinguish configuration, any licences and ongoing management. Share your applications and one concrete process so we can prepare a focused proposal.

Will the integration keep working after an update?

Software updates can change fields, permissions or APIs. We document the configuration and agree how changes are tracked and retested. We also clarify the management and support process for incidents and functional changes.