After Installation of Connector

To begin, navigate to the Magento menu and click on Core Settings. Once inside the core settings, select your desired Instance. We’ve also added convenient Smart Buttons that allow you to quickly access key sections such as Websites, Stores, Attribute Sets, Attributes, Categories, Products, and Customers for easier navigation and management.

Part B: Creating a Magento Store in Odoo or API Connection.

The first step in setting up the Odoo Magento Connector is to enter your Magento 2 website URL (location) along with your username, password, and stock location details. These credentials are essential for establishing a secure connection between Odoo ERP and your Magento store.

Once you’ve entered the required information, click on the Load Website button. This will initiate the process of importing all your Magento websites directly into Odoo. After the websites are successfully fetched, click on Load Store to complete the synchronization.

This step ensures that both platforms — Odoo and Magento 2 — are fully connected, allowing seamless data flow for products, customers, inventory, and orders within your integrated eCommerce system.

Step 3: After the Successful connection we can see the Instances list with Name and Location

Step 4: To add Website details, click in the Core Setting menu and Save the details with its Name, Instances, and website Id.

Step 5: To add Detail of Shop, Click on shop in the Core Setting menu. Save the details with the respective Name of the Shop, Instances, the Website, and the Store Id. You can Import Orders, Import Status, and Export Status.

Part C: Import Function

Step 1: To Add Attribute Set click

Product Attribute >> Attribute Sets on the Menu bar

IMPORT PRODUCT ATTRIBUTES SETS

You can start the integration process by importing product attribute sets into Odoo, as these form the foundation for importing related attributes and categories. To begin, simply click on the Import Attributes button within the Odoo Magento Connector. This step ensures that all attribute sets from your Magento store are accurately synchronized into Odoo.

For added convenience, the import process can also be automated using schedulers, allowing your Odoo system to keep product data consistently updated without manual intervention.

After successfully import the step we can see Magento Product Attribute Sets in Odoo.

Product Attribute Menu > Attribute sets.

To check the count of Attribute Set by referring to Attribute Set

IMPORT ATTRIBUTES & CATEGORIES

After the attribute sets you can Import Attributes and Categories and check the count in Magento.

IMPORT CATEGORIES

Categories will be easily accessed from instance or from the product attributes -> attribute. In another screenshot, it will help you to update parent category, code, instance, shop and track if the category is exported or not.

To Manage Catalogs, First, we have to import Simple Products, and Second Import Configurable Product (Product with Variants)

After successfully import, we can see all the products in the ERP.

To recheck whether the product is properly Imported or Not.

IMPORT PRODUCTS | STOCK | SIMPLE PRODUCTS | STOCK | IMAGES

You can import products, stock, images, and customers into Odoo with a simple click using dedicated buttons.

To check the Attribute, Product Attributes >> Attributes.

To check the Attribute Option, Product Attributes >> Attributes Option.

To check the Product Categories, Product Attributes >> Categories.

Step 1: We can see, an Import Order, Import Invoice, and Import shipment button which helps you to import all your Order, Invoices, and Shipments from Magento into Odoo.

You can also process all the Orders and Invoices in Odoo and update them back to website which we will show in the later screenshots.

Step 2:

The invoice and shipping orders

Step 3:

The order details show you all the information such as order date, payments, shop, customer address, name, and other references.

Step 4:

Customer Signature

Step 5:

We can see the Sales Order as per the selection

Part E: Exporting function

Step 1: Export invoices and shipments to manage all the operations.

Step 2: We can export the products by creating them in ERP, export can be done in bulk where you can create your products list and export.

Part F: Update Function

Update Magento products from Odoo itself some changes needs to be done in the Inventory, Product images, or General Information such as description, heading,

Part G: Customization of Group Pricing (Advance Function) – Add-on.

We introduce a Group Pricing for a product where we can maintain a price list as per the time period. For example, We can increase or decrease the price for a particularly festive session like the price of a sweater in winter is $20 and in summer is %15 for 10 quantities.

Step 1:

Select Customer Group from Magento Customer Group Menu Bar

Step 2:

Here we can see the list of Customer Group or you can create or import by the respective button and fill as per the instruction.

To customize the Pricelist

Step 3:

In Sales Setting >> Pricing >> Pricelists >> Select Advance Price rules and Save.

Step 4:

To import the Pricelist, Select Import Advance Pricelist Tab and Click to Import Advanced Price List button.

Step 5:

View the Pricelist Go to Products in the Menu bar of Sales and click on Pricelist.

Step 6:

To Export the Pricelist, Select Import Advance Pricelist Tab and Click to Export Advanced Price List button.

Step 7:

To Export the Pricelist, Confirm the Customer Group Id, Instance, and Select the Pricelist, Now in the Price Rules Tab set Product Item pricelist with Minimum Quantity, Price, Start Date, and End Date respectively.

Step 8:

Once Product Pricelist is Exported and automatically Pricelist Exported checked.

Frequently Asked Questions – Magento 2 Odoo Connector