Odoo Service Account — Setup Guide

Overview Use this guide to create and configure an Odoo service account in MinuteView Console. This service account enables integration with your Odoo ERP instance for:

• Product management — Create and update products in Odoo from MinuteView workflows
• BOM operations — Manage Bills of Materials in Odoo MRP
• Data synchronization — Pull Odoo data into MinuteView for processing and reporting
• Workflow automation — Trigger Odoo operations from MinuteView automation workflows

This service account uses username and password authentication against the Odoo XML-RPC API.

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Network Requirements

The MinuteView server communicates directly with your Odoo instance via its XML-RPC API. Network requirements depend on whether you use Odoo Cloud (SaaS) or an on-premises deployment.

Required Network Access

The following must be accessible via HTTPS (port 443) from the server where MinuteView is installed:

Target	Purpose
Your Odoo instance URL (e.g. yourcompany.odoo.com)	Authentication and all Odoo API calls

Server Access Required

If using Odoo Cloud (SaaS), the MinuteView server must have outbound internet access to reach your Odoo instance. If both MinuteView and Odoo are on the same internal network, ensure the server can reach the Odoo URL on the configured port.

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1) Prerequisites

Odoo User Account

Create or identify an Odoo user account for MinuteView to use:

• The account should have appropriate access rights to the Odoo modules MinuteView needs (e.g. Inventory, MRP, Sales)
• Consider using a dedicated service user rather than a personal account
• The user must have API access enabled (some Odoo plans restrict XML-RPC access)

Database Name

You'll need the Odoo database name, which is the db parameter used during login. For Odoo Cloud instances, this is typically your company name or subdomain.

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2) Create Service Account in MinuteView Console

1. Navigate to Console → Service Accounts
2. Click New to create a new service account
3. Configure the following settings:

Configuration Fields

Field	Description	Example
Name	A descriptive name for this service account	Odoo-Production
Service Account Type	Select Odoo from the dropdown
Server URL	The base URL of your Odoo instance	https://yourcompany.odoo.com
Database	The Odoo database name	yourcompany
Username	The Odoo login username	mv-service@yourcompany.com
Password	The password for the Odoo user	(sensitive — stored securely)

4. Click Save to create the service account

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3) Troubleshooting

Connection error / Cannot reach server

• Verify the Odoo server URL is correct and accessible from the MinuteView server
• For Odoo Cloud, ensure the server has outbound internet access — see Network Requirements
• Check that XML-RPC endpoints are accessible (some Odoo hosting providers restrict API access)

Authentication failed

• Verify the username and password are correct
• Check the user account is active in Odoo and has API access enabled
• Confirm the database name is correct

Permission denied on operations

• Verify the Odoo user has the necessary access rights for the modules being used
• Check that the required Odoo modules are installed (e.g. MRP for BOM operations)