Odoo Connector
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  • General Product Information
    • Odoo Confluence Connector Overview
  • User Guide
    • How to connect Confluence and Odoo
    • Odoo Connector for Confluence
      • Odoo Connector for Admins
        • Adding a New Odoo Server
      • Odoo Connector for Users
        • Authenticating to an Odoo Server
        • Adding the Odoo Connect Macro
    • Confluence Connector for Odoo
      • Confluence Connector for Admins
        • Installation
        • Application settings
        • Model scheme settings
        • Model configuration settings
        • Revoke User Authorizations
      • Confluence Connector for Users
        • Review and Revoke Your Authorizations
    • Troubleshooting guide
      • How to Check Your Own Odoo OAuth2 Tokens
      • I cannot authenticate to the server, even though I have configured it on both sides. Why is that?
      • I have used the macro before, but now it says "Need to authenticate to server!". What to do?
    • Use Cases
      • Current Use Cases
        • Follow up Confluence Meeting Notes
        • Creating a gateway between Confluence Pages and Product details
      • Potential Future Use Cases
    • Odoo Connector for Confluence Cloud
      • Install Odoo Connector on Confluence Cloud
      • Install Confluence Connector on Odoo
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On this page
  • Potential Use Cases for Confluence
  • Generate Newcomer Administrative Papers or Presale Proposals
  • Potential Use Cases for Odoo
  • Include all related products in the next Marketing Campaign Plan
  • Add Confluence-based User Manuals and Technical Specs to your Odoo Inventory items
  • Field Specific Potential Use Case ideas
  • CRM, Sales
  • Mass mailing
  • HR
  • Invoicing
  • Project
  • MRP (Manufacturing)
  • Purchase
  1. User Guide
  2. Use Cases

Potential Future Use Cases

These Use Cases are for demonstration purposes only. They are not yet a working solution in Version 1.0.

Potential Use Cases for Confluence

Generate Newcomer Administrative Papers or Presale Proposals

Steps:

  • create a blank Confluence Page Template

  • fill up the Template with base text

  • add the Employee Model to the Template

  • add placeholders in the Template such as Employee Name, phone, email, address etc.

  • save the Template

  • create a new page using that Template

  • pick the employee from the drop down in the top of the page

  • it will fill out all the placeholders using the data Odoo of that employee

Potential Use Cases for Odoo

Include all related products in the next Marketing Campaign Plan

  • create a Marketing Campaign in Odoo and add related Products to it

  • when preparing your new Marketing Campaign in Confluence, select the Campaign and pick "all related products" → it will add the list of Products related to the Campaign

Add Confluence-based User Manuals and Technical Specs to your Odoo Inventory items

  • in Odoo, add Confluence Pages to your Inventory Items such as User Manuals and Technical Specs

Field Specific Potential Use Case ideas

CRM, Sales

  • Collaborate in Confluence on quotes before sending out in Odoo

  • Prepare templates in Confluence, fill out for a Lead or Opportunity in Confluence, than link to Odoo record

  • Review and asses Leads in Confluence, link assessment to Odoo record

  • Record meeting notes in Confluence, link them to Opportunities in Odoo

  • Create fliers, brochures in Confluence, send them out in Odoo

Mass mailing

  • Prepare newsletters and offerings in Confluence with your team, finalize and send out in Odoo

HR

  • Prepare HR document templates in Confluence (see details above)

    • Job Description

    • Compensation and Benefits Document

    • Vacation Request Form

    • Yearly Performance Review Template

    • Travel and Expenses Tracking Form

    • Worklog Form

    • Exit Policy Template

    • Training Request Form

  • Fill out HR documents in Confluence and link to Odoo HR records

Invoicing

  • Collaborate on templates for fullfilment

  • Prepare records of fullfilment for invoices in Confluence

Project

MRP (Manufacturing)

  • Product documentation, processes, etc. in Confluence, link to Manufacturing Orders

Purchase

  • Prepare detailed RfQs in Confluence, send them out in Odoo

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Last updated 3 years ago

Meeting notes, documentation in Confluence, link to Odoo project task ()

Any new ideas? Send us an email to with subject: "Connector Use Case Idea".

See Follow up Confluence Meeting Notes
info@meta-inf.hu