Odoo

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Overview

The Captivo integration for Odoo connects your RingCentral phone system directly with your Odoo instance and all installed apps, so every call your company makes or receives is automatically matched to the right contact and logged against the right record — without anyone having to do it manually. What it does:

• Surfaces the matching Odoo contact when a call comes in or goes out
• Automatically logs call activities against the correct record within the installed app, including duration and notes
• Lets you add call notes from directly within the RingCentral dialer
• Uses AI transcriptions to summarise conversations and extract tasks
• Outbound calls directly from Odoo

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Requirements

Before you begin, make sure you have:

• An active RingCentral account with App Connect access
• An active Odoo subscription with access to API key generation in settings
• Google Chrome or Microsoft Edge browser.

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Installation

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Step 1 — Create API key in Odoo Settings

Inside Odoo, navigate to My Preferences > Security > API Keys and create a key. Save the key and the domain of your Odoo instance (e.g. https://mycompany.odoo.com) somewhere as we’ll need it later.

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Step 2 — Install the App Connect extension

Install the RingCentral App Connect extension from the Chrome or Edge Web Store. → Install RingCentral App Connect

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Step 3— Open Odoo

Navigate to your Odoo account or refresh the page. The orange App Connect button should appear in the corner of the page once you’re on an Odoo domain.

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Step 4 — Open App Connect and sign in to RingCentral

Click the orange App Connect button to open the dialer. If you haven’t signed into RingCentral yet, you’ll be prompted to do so. Enter your RingCentral credentials and complete the login. Once signed in, you’ll see the main dialer interface.

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Step 5 — Connect to Odoo

From the dialer, navigate to More → Settings → Integrations. You should see Odoo by Captivo Labs listed. You are then asked to enter the main URL of your instance and API key from Step 1. Then click on Connect. Once authenticated, you’re ready to go.

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Using the Integration

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Select default Odoo app

If you have multiple apps installed such as CRM. Helpdesk etc, you can select the default app you want calls to be logged in. Go to Settings > Odoo Settings and select the default app.

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Incoming calls

When a call comes in, App Connect automatically searches Odoo for a contact matching the caller’s phone number. If a match is found, the contact is displayed in the dialer along with their matter information. If multiple contacts match the number, you’ll be asked to select the correct one. If no contact is found, you’ll have the option to search for or create a new contact in Odoo directly from the dialer.

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Outgoing calls

Click any phone number in Odoo to dial it directly through RingCentral. App Connect will automatically match the contact and pre-populate the logging form.

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Logging a call

When a call ends, the call logging panel appears automatically. From here you can:

• Confirm or change the matched contact
• Select the matter to log the activity against
• Add a note about the call
• Edit the activity title

Click Save to log the activity to Odoo. The activity will appear in the record immediately.

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Configuration

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Auto-logging

By default, the logging panel appears after each call and waits for you to save manually. To enable automatic logging without the save prompt: Go to More → Settings → Call Logging and enable Auto-save call logs.

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Subscription and Billing

The Captivo Labs integration is a paid service billed per user per month. Each person at your firm who connects their Smokeball account uses one seat. To manage your firm’s subscription, billing, or payment details, click the Manage billing link in the App Connect integration settings. This will open the billing portal where you can view invoices, update your payment method, or cancel your subscription.

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Disconnecting

To disconnect your Smokeball account:

1. Open App Connect and go to More → Settings → Integrations
2. Click the settings icon next to Odoo by Captivo Labs
3. Click Disconnect

Your call history and logged activities in Odoo will not be affected. Only the live connection is removed.

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Troubleshooting

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The App Connect button doesn’t appear on Odoo

• Make sure you’re using Chrome or a Chromium-based browser
• Confirm the extension is enabled at chrome://extensions
• Try refreshing the Odoo page
• If your browser is managed by your firm’s IT, the extension may need to be allowlisted

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Odoo is listed as an integration but I can’t connect

• Make sure you have the correct Odoo domain and API key
• Check that your Odoo account is active and your subscription is current. It must allow for API usage.
• Try disconnecting and reconnecting

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Contacts aren’t being matched on incoming calls

• Check that the contact’s phone number in Odoo is saved in a format App Connect recognises
• Confirm the contact exists in Odoo under the number the call is coming from

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The call was logged to the wrong record

• Open the activity in Odoo and move it to the correct matter record
• On the next call, use the record dropdown in the logging panel to select the correct record before saving

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My session expired and I’m being asked to reconnect

• This happens if you haven’t used the integration for an extended period
• Simply click Connect again in the integration settings and re-authorise with your Odoo credentials
• Your previous call logs and activities are unaffected

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Getting Help

If you’re experiencing an issue not covered here, our support team is happy to help.

• Documentation: docs.captivolabs.com
• Email: support@captivolabs.com

Please include your RingCentral account number and a brief description of the issue when contacting support.