A build-to-order Odoo connector that pulls live credit scores, risk limits, and verified company data into your partner and sales workflows. ECOSIRE builds, installs, and supports it after a short scoping call. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $249.00 USD; request a quote for a scoped proposal.
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A build-to-order Odoo connector that pulls live credit scores, risk limits, and verified company data into your partner and sales workflows. ECOSIRE builds, installs, and supports it after a short scoping call.
Aucune configuration à faire vous-même — une app fonctionnelle conçue, installée et prise en charge par ECOSIRE.
Commencez par un prix de développement unique. Nous cadrons le projet avec vous au lancement.
ECOSIRE la développe, la configure et l'installe sur votre Odoo.
Vous êtes en ligne en 2–4 semaines environ, avec une période d’assistance après le lancement.
Finance and sales teams running Odoo hit a wall the moment they need to decide how much credit to extend to a new customer. Out of the box, res.partner gives you a manual credit_limit field and Accounting shows you overdue balances after the fact, but there is no way to pull an external credit score, a risk band, or verified registration data at the point of onboarding or quotation. The result is credit limits set by gut feel, duplicate or mis-keyed company records, and sales orders that get confirmed for customers who were already flagged as high-risk elsewhere. Odoo native has no bridge to a third-party business-intelligence data provider, and stitching one together with ad-hoc spreadsheets or manual portal lookups does not scale past a handful of accounts.
We build a dedicated connector that wires your Odoo database directly to your credit-data provider account over its authenticated web API. The module adds a new technical model to store lookups and exposes an action on res.partner (and optionally on sale.order and crm.lead) that queries the provider by company number, name, or registration ID, then writes the returned score, risk band, recommended credit limit, and firmographic fields back onto the partner. Under the hood it is a standard Odoo module — a __manifest__.py declaring the dependency chain (base, contacts, account), Python models subclassing models.Model with @api.depends computes for a derived risk indicator, secured with ir.model.access.csv plus record rules so only your credit team sees raw report data, XML/OWL views for the partner form and a lookup wizard, and a QWeb report if you want a printable credit summary. Provider credentials are held in encrypted system parameters, all outbound calls are logged for audit, and lookups can be triggered manually, on partner creation via an automated action, or in bulk via a scheduled job.
Because every finance process is different, this is made to order. After a short scoping call we confirm which objects trigger a lookup, which returned fields you want mapped, whether credit limits should auto-populate or stay advisory, and how refresh cadence and caching should work to respect your provider's query allowance. We then build against your exact Odoo edition — supporting 17.0, 18.0, and 19.0, Community or Enterprise — and account for edition differences (for example, multi-company credit rules and advanced Accounting hooks behave differently on Enterprise). Typical delivery is 2-4 weeks from confirmed scope, with the work validated on a staging copy of your database before anything touches production.
Pricing starts from $249 (indicative, single-company base scope); multi-company routing, additional trigger objects, deeper Accounting automation, and localization of company-registry fields increase the quoted scope. You get a fixed quote after the scoping call, never a surprise invoice.
Owns the customer credit-risk decision and wants scores and recommended limits inside Odoo at onboarding, not in a separate portal, so limits are set on data instead of instinct.
Runs the Odoo instance and needs a maintainable, properly-secured module with clean access rules, audit logging, and respect for the provider's query quota — not a fragile spreadsheet integration.
Wants new leads and orders automatically flagged for credit risk before confirmation, so reps stop chasing deals with customers the business would never extend terms to.
Needs a defensible, auditable trail of how credit decisions were made and wants bad-debt exposure reduced without adding manual checks that slow down the sales cycle.
| Critère | ÉCOSIRE | Construction personnalisée | Concurrent | Odoo natif |
|---|---|---|---|---|
| Fit to your process | Built to your exact trigger objects, mapped fields, and credit rules | Fully bespoke but you specify and manage everything | Fixed feature set you must adapt your process to | |
| Credit score & risk data in Odoo | Score, risk band, and recommended limit written onto the partner | Possible but you build every field and mapping | Often a limited or generic field set | |
| Trigger options | Manual, on-create automated action, or scheduled bulk refresh | Whatever you build | Usually manual lookup only | |
| Security & audit | ir.model.access.csv, record rules, and full call logging | Depends entirely on your implementation | Varies; audit trail often thin | |
| Odoo 17/18/19 & edition support | Built and tested for your version, Community or Enterprise | Your team maintains version compatibility | May lag new Odoo releases | |
| Delivery model | 2-4 weeks from confirmed scope, UAT on staging + rollback | Internal timeline and QA burden on you | Instant install but generic | |
| Ownership & handover | Private git repo handover, you own the code | You own it but also built it | Vendor-locked, no source access | |
| Support | Post-go-live support window + optional maintenance | Self-supported | Generic vendor support queue |
No. This is a build-to-order module. We build your version against your exact Odoo edition and provider account after a scoping call, then install and support it. There is no instant download.
Typical delivery is 2-4 weeks from confirmed scope. Simple single-company lookups sit at the shorter end; multi-company routing, extra trigger objects, and deep Accounting automation move it toward the longer end. We confirm timing in your fixed quote.
Pricing starts from $249 as an indicative single-company base scope. After a short scoping call we give you a fixed quote — no surprise invoicing. Drivers like multi-company setups, additional integrations, and registry-field localization affect the final figure.
Yes. The connector authenticates to your provider account using your API credentials and consumes your query allowance. We build the bridge; the data subscription and quota remain your commercial relationship with the provider.
We build for Odoo 17.0, 18.0, and 19.0, on both Community and Enterprise. We account for edition differences such as multi-company credit rules and Accounting hooks, and confirm your target version during scoping.
Every build includes a post-go-live support window for bug fixes and configuration tweaks. Because you receive the full git repository, you own the code. We can also quote an ongoing maintenance and version-upgrade arrangement if you want us to keep it current across future Odoo releases.
No. Lookups can be manual, on-create, or scheduled, and we implement caching and refresh cadence to stay within your provider's allowance. Calls run with error handling and backoff so a provider timeout never blocks partner creation or corrupts a record.
A build-to-order Odoo connector that pulls live credit scores, risk limits, and verified company data into your partner and sales workflows. ECOSIRE builds, installs, and supports it after a short scoping call.