README

Odoo integration for Formie

Requirements

This plugin requires Craft CMS >= 5.0 and Formie >= 3.0

You also need an account at Odoo

Odoo requires the Ripcord library, which provides a simple XML-RPC API. Ripcord requires that XML-RPC support be enabled in your PHP installation.

Since calls are performed over HTTPS, it also requires that the OpenSSL extension be enabled.

Installation

To install the plugin, follow these instructions.

1. Open your terminal and go to your Craft project:

    cd /path/to/project
   

2. Then tell Composer to load the plugin:

    composer require digitalpulsebe/craft-formie-odoo
   

3. Install the plugin.

    php craft plugin/install formie-odoo
   

Add an integration in the Formie settings

1. Open the Formie settings in a local environment
2. Go to 'CRM' under 'Integrations'
3. Click the 'New integration' button.
4. Fill in all the fields and follow instructions
5. Click the 'refresh' button to check for a successful API connection

Send form submissions to Odoo

1. Open the 'Forms' overview in Formie
2. Select the form you need
3. In the tab integrations select 'Odoo'
4. Click the refresh integration button
5. Choose to create a Lead from the contact. When creating a lead you need to select a Stage and Sales Team.
6. Map each field carefully, be sure to configure your form fields to match the accepted content types:
   • Dropdown fields must have options available in Odoo, you have to manually check them
   • Name and Email are required
   • Language and Company type you can select from the options or assign a value from the submission
   • Other fields are mapped to the fields in Odoo, you can select from the options or assign a value from the submission
7. Click the 'Save' button
8. Create a test form submission
9. Check if the queue handled the integration correctly
10. Check you Odoor instance for a new contact and/or lead