Bizzy and Odoo Integration Overview

Integrating Bizzy with Odoo allows you to instantly push new leads into your CRM and enrich existing ones with valuable qualification data—keeping your sales pipeline always up to date. It avoids double entry, speeds up sales and marketing processes through real-time data sync, and ensures that company and contact records are always consistent and accurate.

• Adapt field-to-field mapping based on the preferences of your team.
• Push and enrich companies with Revenue, EBITDA, Net profit, Location, Activities, Email address, Phone number, Social links, VAT number and more.
• Push and enrich contacts with Official role, Job title, Department, Seniority level, Emails address and LinkedIn link.

Important: To set up the integration between Bizzy and Odoo, you need to have admin rights in both environments (Bizzy and Odoo). Without these permissions, steps like generating the API key or mapping fields won’t be possible.

Generate a new API key in Odoo

1. Open the CRM app in your Odoo instance.
2. Click your profile icon in the top-right corner.
3. Select Preferences from the dropdown.
4. Go to the Account Security section.
5. Scroll down and click "New API Key".

6. Enter your Odoo password when prompted.

7. Give your API key a name, for example: “Bizzy”.

8. Don’t forget to Give a duration for the key's validity for a decent period. (e.g. one year)

   Note: Note: Odoo API keys expire after the duration you set. When the key expires, the Bizzy integration will stop working. To restore the connection, generate a new API key in Odoo and update it in Bizzy. Odoo won’t notify you, so set a reminder when creating the key.

9. Click Create — your API key will appear only once.

10. Copy and save this key somewhere secure — you'll need it to connect Bizzy with Odoo.

Get connected: integrate Bizzy with Odoo

1. In Bizzy, click your profile icon in the top-right corner. Go to Integrations, find Odoo and click on it.
2. Server Validation: a new window will open to validate your Odoo server
3. Enter your full Odoo Server URL.  Your server URL is the web address you use to access Odoo. Copy the URL from the address bar. (e.g., https://bizzy3.odoo.com). 
4. Click Next. Bizzy will check if your Odoo instance is running version 14 or newer (required for security and compatibility)

Authentication

1. Enter your Odoo Database name.

   Go to Odoo, click your profile icon, then select My Databases. You'll see the database name next to the settings icon (e.g., bizzy1).

2. Enter your Odoo Username, which is normally your log-in e-mail.

3. Enter your Odoo API Key.

4. Click confirm to complete authentication.

Map Bizzy fields to Odoo fields.

After connecting, you’ll be asked to map Bizzy fields to Odoo fields.

Field mapping ensures that data captured by Bizzy—such as names, emails, company info, and lead details—lands in the correct places in Odoo CRM.

This step is essential for a smooth, accurate, and meaningful integration.

Bizzy field: Select the specific Bizzy data point you would like to sync (e.g. First Name, Company Name).

Odoo field: Choose the Odoo field where that data should be stored. If you don’t see your custom fields you have created in the dropdown, click “Refresh Odoo Fields” in Bizzy to update the list.

Select Odoo update option for each field**:** You can choose between Overwrite or Complete if missing. Overwriting will change an existing value in Odoo, while completing if missing will add data only to an empty field.

• Complete if missing: Adds the Bizzy data only if the field is currently empty in Odoo.

  Recommended for all standard Odoo fields.

• Overwrite: Replaces existing data in Odoo with the latest info from Bizzy.

  Use only for custom fields created specifically for Bizzy integration.

If fields below are not yet visible in your CRM, you can create custom ones.

Custom fields in Odoo for mapping

If the fields you want to map from Bizzy aren't visible in Odoo, you may need to create custom fields in your Odoo CRM first. Once created, return to Bizzy and refresh to make them available for mapping.

For step-by-step guidance, check this help article (article will be publlished soon).

Account and contact lookup

Read this article to learn more about how we look up companies and contacts in your CRM and match them to companies and contacts in Bizzy.

Pushing companies and contacts to Odoo

Once the integration is set up, you'll be able to push companies and contacts to your CRM by following these steps.

Note: By default, contacts in Bizzy will be pushed to Odoo as contacts. If you want them to be created as leads, make sure to activate “Push Contacts as Leads” in the pop-up that appears when you select Odoo as the export option. This gives you flexibility between simply enriching existing contacts or actively feeding your sales pipeline with new leads.

This feature is useful when you want to:

• Push as contacts = Enrich existing contacts without creating new leads
• Push as leads = Push new incoming data as leads for your sales team to qualify and follow up on. When using "Push as lead", Bizzy sends both the contact and their linked company to Odoo. The contact becomes the lead, and the company is linked to it if the contact is linked to a company in Bizzy.

? You can choose the approach that best fits your sales process.