Installation Guide

Step 1: Install the App

1. Go to the Shopify App Store
2. Search for "Synco Shopify Odoo Connector"
3. Click "Add App"
4. Follow the installation prompts to add the app to your Shopify store
5. Grant necessary permissions when prompted

Step 2: Choose Your Plan

After installation, you'll be redirected to select a subscription plan. Synco automatically detects your Shopify store plan and recommends the matching tier:

All plans include a 14-day free trial and provide:

• Unlimited Auto Order Sync
• Unlimited Products Sync
• Two-way Inventory Sync
• Fulfillment Sync
• Chat & Email Support
• Implementation Support

Choose Monthly or Yearly billing (save up to 17% with yearly). See the Subscription Guide for more details.

Step 3: Connect Your Odoo Server

Synco uses a guided 4-step setup wizard with a progress bar to walk you through the configuration.

3.1 Configure Odoo Connection

1. Enter Odoo Server Details:

   • Server URL: Your Odoo instance URL (e.g., https://yourcompany.odoo.com)
   • Odoo Version: Your Odoo version (v16, v17, v18, or v19+)
   • Database Name: Enter your Odoo database name
   • Username: Your Odoo login username/email
   • Password: Your Odoo login password
   • API Key (Odoo 19+ only): For Odoo 19 and above, an API key is required instead of a password

2. Click "Verify & Connect" to validate the credentials via JSON-RPC

3.2 Verify Required Odoo Modules

After connecting, Synco checks that the required Odoo modules are installed:

Required Modules:

• sale — Sales/Orders module for order synchronization
• stock — Inventory module for stock/inventory synchronization
• account — Accounting module for invoice creation
• contacts — Customer data synchronization

Optional Modules (enhance functionality):

• base_automation — Required for real-time (instant) inventory sync from Odoo to Shopify
• website_sale — Required for Odoo-to-Shopify image sync

Module Status Indicators:

• ✅ Installed: Module is present and ready to use
• ❌ Not Installed: Module is missing and needs to be installed in Odoo

3.3 Select Company

1. If your Odoo instance has multiple companies, select the Odoo company you want to sync with
2. Click "Save Company" to persist the selection
3. This will be your primary company for all synchronization operations

3.4 Map Locations

1. Navigate to Location Mapping section
2. For each Shopify location:
   • Select the corresponding Odoo warehouse/location from the dropdown
   • Ensure each mapping is unique (no duplicates)
   • Optional: Use the "Create Location" option to create a new physical location in Odoo based on a selected parent location
3. Set the default Shopify location for incoming inventory updates

Step 4: Review Sync Status

After completing setup, the wizard shows a review screen with:

• Webhook Status: Active/inactive badge with counts of required vs active webhooks
• Inventory Flow Direction: Shows current sync direction (Shopify-to-Odoo or Odoo-to-Shopify)
• Subscription Details: Plan name, price, end date, and status
• Odoo Module Compatibility: Status of all required and optional Odoo modules

Step 5: Configure Sync Settings

Once connected, configure your sync preferences:

1. Product Settings: Choose sync direction, select fields to sync, enable auto sync
2. Order Settings: Enable auto order sync, configure order rules, set payment/fulfillment filters
3. Customer Settings: Enable auto customer sync, choose customer type (Individual or Company)
4. Inventory Settings: Choose sync direction, set sync mode (real-time, scheduled, or manual)
5. Fulfillment Settings: Configure fulfillment sync direction and mode

Next Steps

After completing the installation:

1. Sync Products: Use manual sync or enable auto sync to synchronize your product catalog
2. Map Products (optional): Use the Product Mapping page to manually link existing products between Shopify and Odoo
3. Test Order Flow: Create a test order to ensure the complete workflow functions correctly
4. Monitor Dashboard: Use the Operations Dashboard to monitor sync jobs, view status, and resolve any issues
5. Set Up Reports: Configure email reports for automated sync monitoring