Connecting Odoo to dashboard.salesmatrix.com

Salesmatrix · How-to

In this guide, the dashboard.salesmatrix.com system is called Salesmatrix. Salesmatrix reads your sales data directly from Odoo over its API. There is nothing to install. You create an API key in Odoo, enter it when you register, and Salesmatrix imports your data every night.

Contents

Before you start
Which Odoo option to choose
Create an API key
Register your company
What Salesmatrix imports
Manage the connection
Troubleshooting

Before you start

Your Odoo address, the address you sign in at, e.g. https://yourcompany.odoo.com.
Your Odoo version. It decides which option you choose; see the next section.
An Odoo user for Salesmatrix that can read Contacts, Products and Invoicing (customer invoices and the invoice analysis). A user of its own is best, so a staff member leaving never stops your imports. Salesmatrix never changes anything in Odoo.
An email address you can check now. It becomes the first administrator login for your Salesmatrix dashboard.

Which Odoo option to choose

Salesmatrix lists Odoo twice, because Odoo 19 introduced a new API.

Your Odoo	Choose in Salesmatrix	You enter
Odoo 19 or later	Odoo (JSON2)	Your Odoo address and an API key
Odoo 18 or earlier	Odoo	Your Odoo address ending in /jsonrpc, the database name, a username, and a password or API key

To check your version, open Settings in Odoo and scroll to the bottom of the page.

Create an API key in Odoo

Open Account Security

Click your avatar in the top-right corner, choose My Profile (Preferences in some versions), and open the Account Security tab.
Create the key

Click New API Key, confirm your password, and name the key Salesmatrix.
Copy it now

Odoo shows the key only once. Copy it somewhere safe before closing the window. If you lose it, delete it and create a new one.

Keep the key private

Anyone with the key can read Odoo as the Salesmatrix user. Only enter it on dashboard.salesmatrix.com. To cut Salesmatrix off, delete the key under Account Security.

Register your company

Open the registration page

Go to dashboard.salesmatrix.com/Register/SWOTRegistration and fill in Company Name, Administration Email Address, Contact person name and, optionally, Contact No. Check that Country is right.

Choose your Odoo option and enter the details

Choose Odoo (JSON2) or Odoo under Accounting Systems. The fields under Enter Id and Keys depend on which you chose.

Odoo (JSON2), for Odoo 19 or later:

Field	Enter
Instance URL	Your Odoo address, e.g. https://yourcompany.odoo.com
API Key	The key you created
Database (optional)	Only if your Odoo server hosts several databases; otherwise leave empty

Odoo, for Odoo 18 or earlier:

Field	Enter
Instance URL	Your Odoo address followed by /jsonrpc, e.g. https://yourcompany.odoo.com/jsonrpc
Database	Your database name. On odoo.com it is usually the first part of your address, e.g. yourcompany
Username	The Salesmatrix user's login, usually an email address
Password / API key	The API key you created. The user's password also works, but a key is safer

Test the connection

Click Test Connection. When Salesmatrix can reach Odoo you see Successfully validated connection keys, and the Register button becomes available.
Register and confirm your email

Click Register. Copy the token from the email we send you into Enter token received on email on the Confirm Registration page and click Confirm Token. You can then sign in at dashboard.salesmatrix.com.

What Salesmatrix imports

Salesmatrix imports once a night, in a time slot between 12:00 and 17:00 UTC (late evening to early morning in Australia and New Zealand). Your first data appears the morning after you register. After that, each night reads only what changed since the last import.

Data	From Odoo
Customers	Companies and individuals you sell to
Contacts	The people linked to each customer
Products	Products, with product category, sales price and cost
Sales	Posted customer invoices, and credit notes as negative sales. Draft invoices are not imported until they are confirmed
Salespeople	Odoo users who appear as the salesperson on invoices

An invoice changed after it was first imported, including one reset to draft and confirmed again, replaces its earlier version on the next night's import.

Manage the connection

Sign in and open Connection from the menu. Only administrators see this page. It shows your company, your system and the connection fields.

Button	What it does
Test	Checks that Salesmatrix can reach Odoo with the details on the page
Connect	Saves the details and starts importing
Disconnect	Stops importing. You choose whether to keep the data already in Salesmatrix or remove it
ReConnect	Starts importing again after a disconnect

Replacing the key

If you delete the API key or it is revoked, create a new one, enter it on the Connection page, click Test, then Connect. Salesmatrix carries on from where it stopped, so nothing is imported twice and nothing is missed.

Upgrading to Odoo 19

After an upgrade to Odoo 19 or later, contact Salesmatrix to move your connection to Odoo (JSON2). Your imported data stays in place.

Troubleshooting

Test Connection fails

Check you chose the option for your Odoo version.
For Odoo (18 or earlier), the Instance URL must end in /jsonrpc, and the database name must be exact.
For Odoo (JSON2), the Instance URL is just the address, with nothing after the domain.
Paste the API key again. It is shown only once, so if in doubt, create a new one.

The test works but some data is missing

The Salesmatrix user probably can't see part of Odoo, most often the invoice analysis. Check that the user has Invoicing access, then open Logs in the dashboard: the failing step names the data it could not read.

No data the morning after registering

Open Logs in the dashboard. A large first import can still be running in the morning; check again later in the day. If Logs shows an error, or nothing at all by the next afternoon, contact Salesmatrix.

Salesmatrix · Odoo connection guide