Salesforce CRM Connector for Odoo — SaaS Tools Module for Odoo

核心功能

OAuth 2.0 authentication to your Salesforce org via the REST API, with token refresh handled inside the module (no passwords stored in plain text)

High-volume one-time migration using the Salesforce Bulk API 2.0, batching hundreds of thousands of records without hammering API limits

Object mapping from Salesforce Lead, Account, Contact and Opportunity into Odoo's native crm.lead and res.partner models

Configurable field mapping UI so any standard or custom Salesforce field maps to the matching Odoo field (including custom fields you already have)

Picklist / stage mapping so Salesforce opportunity stages and lead statuses translate cleanly into Odoo CRM pipeline stages and tags

Owner and team mapping that resolves Salesforce user assignments to Odoo res.users salespeople and crm.team sales teams

Ongoing scheduled delta sync driven by an ir.cron automated action, using Salesforce SystemModstamp/LastModifiedDate to pull only changed records

Optional two-way sync so opportunities won or updated in Odoo can be pushed back to Salesforce during a dual-running transition period

De-duplication and upsert logic keyed on Salesforce record Id (stored on the Odoo record) so re-runs update rather than duplicate

Per-run sync log model with record counts, skipped rows and error detail, viewable in a dedicated Odoo backend view for admins

Field-level transformation hooks for currency, date/timezone and phone-format normalization between the two systems

Security enforced with ir.model.access.csv access rights plus record rules so only authorized teams see synced and mapped data

Configurable sync scope and filters (by date range, record type, or SOQL WHERE clause) so you can pilot on a subset before full cut-over

QWeb migration summary report you can export as PDF for sign-off on record counts moved per object

Compatible with Odoo 17, 18 and 19 on both Community and Enterprise editions

按需定制，全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

您下单

以一次性构建价格开始。我们在启动时与您共同确定范围。

我们构建与安装

ECOSIRE 在您的 Odoo 上构建、配置并安装。

上线 + 支持

约 2–4 周内上线，并提供上线后的支持期。

关于此产品

Moving off Salesforce and onto Odoo shouldn't mean losing years of pipeline history or re-keying thousands of accounts by hand. The Salesforce CRM Connector is a build-to-order Odoo module that ECOSIRE designs, builds, installs and supports specifically for your Salesforce org and your Odoo database. It handles both the one-time migration and the ongoing synchronization of leads, accounts and opportunities so your team can transition on a schedule you control.

This is not an off-the-shelf apps.odoo.com download. After purchase, our Odoo engineers scope your Salesforce object model and picklists, build a tailored connector, and deploy it to your Odoo 17, 18 or 19 instance (Community or Enterprise). Typical delivery is 2 to 4 weeks depending on the number of custom objects, the volume of records, and how far your Salesforce configuration has drifted from standard.

Under the hood the module authenticates to Salesforce via the OAuth 2.0 REST API and uses the Bulk API 2.0 for high-volume backfills. Records are mapped into Odoo's native crm.lead and res.partner models, with configurable field and picklist mapping so your Salesforce stage names, lead sources and owner assignments land correctly in Odoo's pipeline stages, tags and salesperson fields. Computed fields use @api.depends where derived values are needed, access is locked down with ir.model.access.csv plus record rules for multi-team isolation, and every configuration screen is delivered as a proper Odoo view. A scheduled automated action (ir.cron) drives the ongoing delta sync, and a dedicated log model gives your admins a per-run audit trail of what synced, what was skipped, and what errored — so nothing disappears silently.

Whether you want a clean cut-over or a period of dual-running while teams migrate, ECOSIRE builds the connector around that plan, hands over the source and documentation, and stays on for a support window after go-live.

你得到什么

The complete, installable Odoo module (source code) tailored to your Salesforce org, with a documented __manifest__.py declaring dependencies and version

A configured field, picklist, owner and team mapping set matching your actual Salesforce schema — not a generic default

The one-time historical migration executed against your Salesforce org into a staging or production Odoo database, with a reconciliation report

The scheduled sync (ir.cron) configured and tuned to your record volume and API rate limits

Connection setup for your Salesforce Connected App (OAuth) documented, with credentials stored securely in Odoo system parameters

Written configuration and admin documentation covering how mappings, the scheduler and the sync logs work

A live training/handover session for your Odoo admins on running syncs, reading logs and adjusting mappings

A post-go-live support window for bug fixes and configuration adjustments, plus compatibility maintenance across Odoo point releases

这是给谁的

CRM / RevOps Manager migrating off Salesforce

Owns the pipeline and needs every lead, account and open opportunity to land in Odoo with the right stage, owner and history — with zero data loss and a report they can sign off on.

IT Director / Odoo Administrator

Responsible for the Odoo instance and integrations. Wants a properly built module with access control, scheduled jobs and audit logs — not a fragile script — and a support contact when Salesforce changes an API.

Enterprise finance/operations lead consolidating tools

Driving the move from expensive Salesforce seats to Odoo to cut licensing cost and unify CRM with ERP, and needs the transition to run alongside daily sales operations without disruption.

Sales Operations analyst running a dual-run cut-over

Manages the transition period where some reps still work in Salesforce while others move to Odoo, and needs reliable two-way sync plus per-run logs to keep both systems trustworthy until final cut-over.

Salesforce CRM Connector for Odoo 如何比较

标准	伊科西尔	定制建造	竞争对手	Odoo 原生
Salesforce leads, accounts & opportunities mapped to native Odoo CRM models	Fully built and configured to your schema	Possible but you build every mapping yourself	Generic mapping, rarely fits custom fields	不包括在内
Handles high-volume historical migration (Bulk API)	Included, batched via Bulk API 2.0	You must implement batching & limits	部分支持	不包括在内
Field & picklist mapping to your exact Salesforce config	包含	部分支持	部分支持	不包括在内
Scheduled ongoing delta sync (ir.cron) + per-run logs	包含	部分支持	部分支持	不包括在内
Optional two-way sync for dual-running cut-over	包含	部分支持	不包括在内	不包括在内
Built, installed and supported for you (2-4 wk lead time)	包含	You staff and maintain it	Self-install, community support only	不包括在内
Security via ir.model.access.csv + record rules	包含	部分支持	部分支持	部分支持
Works on Odoo 17, 18 & 19, Community and Enterprise	包含	部分支持	部分支持	部分支持

关于Salesforce CRM Connector的常见问题

How long does delivery take, and what happens after I purchase?

This is a build-to-order module, not an instant download. Typical delivery is 2 to 4 weeks. After purchase, an ECOSIRE Odoo engineer schedules a scoping call to review your Salesforce object model, custom fields and picklists, and your Odoo version and edition. We then build the connector, run a test migration against a staging database, review the results with you, and deploy to production. Lead time scales with the number of custom objects, record volume, and how heavily your Salesforce org is customized.

What ongoing support and updates are included?

Every build includes a post-go-live support window for bug fixes and configuration tweaks (for example adjusting a mapping or the sync schedule), plus a live handover/training session for your admins. Because Salesforce and Odoo both evolve, we also cover compatibility maintenance so the connector keeps working across Odoo point releases within your version. Extended support and multi-version upgrade coverage (e.g. moving from Odoo 17 to 18 or 19 later) can be arranged as an add-on.

Does it work with my Odoo version and edition?

Yes. The connector is built for Odoo 17, 18 and 19, on both Community and Enterprise editions. It integrates with Odoo's native CRM models (crm.lead, res.partner, crm.team) so it works whether or not you run additional paid apps. We confirm your exact version during scoping and target that release.

Is this a one-time migration or a continuous sync?

It can be either or both. Most enterprises want a one-time historical migration (using the Salesforce Bulk API for large volumes) plus an ongoing scheduled delta sync during a dual-running transition period. The ongoing sync runs on an Odoo ir.cron automated action and pulls only records changed since the last run. Optional two-way sync lets updates made in Odoo flow back to Salesforce until you fully cut over.

How does it avoid duplicate or lost records on repeated syncs?

Each synced Odoo record stores its originating Salesforce Id. The connector upserts on that key, so re-running a sync updates the existing record rather than creating a duplicate. Records that can't be mapped are skipped and written to a per-run sync log — with counts and error detail visible in a dedicated Odoo backend view — so nothing disappears silently and your admins can review and re-process exceptions.

What Salesforce access and setup do you need from us?

You'll need to create (or let us guide you through creating) a Salesforce Connected App to enable OAuth 2.0 API access, and confirm your edition includes API access. We authenticate with OAuth rather than storing raw credentials, and the module keeps secrets in Odoo system parameters. We document the whole Connected App setup as part of delivery so your team retains control of the connection.

Salesforce CRM Connector

Build-to-order Odoo module to migrate and two-way sync Salesforce leads, accounts and opportunities with Odoo CRM.