Integrate Yeastar P-Series PBX System with Odoo CRM
This topic describes how to integrate Yeastar P-Series PBX System with Odoo CRM.
Prerequisites
- Odoo
-
- Hosting type: Odoo Online
- Edition: Odoo Enterprise
- Version: Odoo 14.0 or later
- Account: Use Administrator account of the Odoo database for integration.
- Collect the following information from your Odoo database:
- The name of the database where Odoo CRM is installed.
- The domain name of the database where Odoo CRM is installed.
- PBX server
-
- Plan: Enterprise Plan (EP) or Ultimate Plan (UP)
- Firmware: Version 37.15.0.74 or later
- Network Capability: Have access to the Internet.
Procedure
Step 1. Generate an API Key on Odoo
Generate an API key on Odoo for integrating with Yeastar P-Series PBX System.
- Log in to the Odoo Database Manager with an administrator account.
- Click Connect beside the database where Odoo CRM is
installed.
- In the Odoo dashboard page, click the account button at the top-right corner,
then select Preferences.
- In the pop-up window, click the Account Security tab, and
click NEW API KEY.
- On the New API Key page, enter the description for this
API key, and click GENERATE KEY.
- Note down the API key, and click
DONE to close this page.
The API key will be used to authorize Yeastar P-Series PBX System to access your Odoo's user data and CRM data using the API.
Note: After the API key is generated, you cannot view the API key in the Odoo system. If you forget the API key, you can delete it and generate a new one.
Step 2. Connect Odoo CRM to Yeastar P-Series PBX System
- Log in to PBX web portal, go to
- Fill in the authentication information collected from Odoo.
- Your Odoo Address: Enter the domain name of the database where Odoo CRM is installed.
- Database Name: Enter the name of the database where Odoo CRM is installed.
- Administrator Login Name: Enter the login email address of the Odoo administrator account.
- API Key: Paste the API key created in Step 1.
- Click Save.A pop-up window displays the authentication result.
- Click OK to confirm.The Status field displays Connected, indicating that Yeastar P-Series PBX System is successfully connected to Odoo CRM.
Step 3. Associate Odoo CRM users with PBX extensions
- On the CRM integration page of the PBX, click beside the Odoo User to
obtain the latest list of Odoo CRM users.
- Associate the Odoo users with PBX extensions.Note: PBX automatically retrieves Odoo users of all types (Internal, Portal, and Public Users). You only need to associate PBX extensions with the Odoo users who require it.
- Associate automatically
-
If users bind the same email address to their Odoo accounts and PBX extensions, you can implement automatic association of their Odoo accounts and PBX extensions as follows:
- Click the Associate Automatically button.
- In the pop-up window, click OK.
- Click Save.
- Associate manually
- If users bind different email addresses to their Odoo accounts and
PBX extensions, you need to manually associate these users' Odoo
accounts and PBX extensions as follows.
Result
- The integration of Yeastar P-Series PBX System and Odoo CRM is completed.
- Odoo users in the database can make or receive calls with their PBX extensions.