Real-time
Two-way sync
Changes in Clari or Odoo instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ ERP
Clari to Odoo integration — real-time, two-way sync
Keep Clari and Odoo in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Clari and Odoo
Close the gap between front office and back office: Clari and Odoo share customers and status in real time, in both directions.
Clari holds the customer relationship; Odoo runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.
Stacksync syncs Activity (Capture), Account field extensions, Opportunity field extensions, Audit Events in Clari with Invoices (account.move), Products (product.template / product.product), CRM Leads (crm.lead), Purchase Orders (purchase.order) in Odoo field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- 01 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
- 02 Pull Activity (Capture) meetings and emails, mapped to their accounts and opportunities, into a database for coverage and engagement analysis.
- 03 Sync Odoo contacts and CRM leads with an external CRM when sales runs outside Odoo but invoicing stays in it.
- 04 Push e-commerce orders into Odoo as sales orders and sync fulfillment status back.
Common sync patterns
Where Odoo handles order-to-cash: closed-won flows through
A deal won in Clari creates or updates the customer in Odoo with clean data, so fulfillment and invoicing start without re-entry.
Where Odoo is the finance system of record: money status on the account
Invoice and payment state from Odoo shows on the account in Clari, so reps see balances before promising the next order.
One customer master
Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.
What you can sync between Clari and Odoo
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Clari objects | Odoo objects | How this pairing syncs | |
|---|---|---|---|
| Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. | Projects and Tasks (project.project / project.task) Work items synced with external project tools. | Audit Events is specific to Clari and Projects and Tasks (project.project / project.task) to Odoo — each maps to any object or custom field on the other side. | |
| Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. | Contacts (res.partner) The unified person/company record used across sales, invoicing, and purchasing; the anchor for CRM syncs. | Forecast is specific to Clari and Contacts (res.partner) to Odoo — each maps to any object or custom field on the other side. | |
| Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. | Sales Orders (sale.order) Quotations and confirmed orders synced with e-commerce and external CRMs. | Quota is specific to Clari and Sales Orders (sale.order) to Odoo — each maps to any object or custom field on the other side. | |
| Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. | Invoices (account.move) Customer invoices and journal entries synced with accounting and reporting tools. | Opportunities is specific to Clari and Invoices (account.move) to Odoo — each maps to any object or custom field on the other side. | |
| Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. | Products (product.template / product.product) Catalog and variant data distributed to storefronts and quoting tools. | Activity (Capture) is specific to Clari and Products (product.template / product.product) to Odoo — each maps to any object or custom field on the other side. | |
| Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. | CRM Leads (crm.lead) Leads and opportunities synced with marketing and enrichment systems. | Account field extensions is specific to Clari and CRM Leads (crm.lead) to Odoo — each maps to any object or custom field on the other side. |
How changes propagate between Clari and Odoo
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Clari Odoo Interval-based propagation
DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).
DeliveryEach detected change is written to Odoo through its API, with automatic retries and rate-limit backoff.
Odoo Clari Sub-second propagation
DetectionOdoo notifies Stacksync of record changes through webhook events. Polling on the write_date timestamp every record carries.
DeliveryEach detected change is written to Clari through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
- Odoo: Self-hosted instances have no fixed rate limits; Odoo Online is subject to the platform's fair-use limits.
What ships with Clari ⇄ Odoo
Connect Clari and Odoo for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–Odoo connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Clari or Odoo data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Clari or Odoo record.
Observability
Monitoring
Track your Clari ⇄ Odoo sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Clari and Odoo.
How the Clari and Odoo connectors work
Clari
- Integration surface
- REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
- Authentication
- API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
- Change detection
- Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
- Capabilities
- read · write
- Rate limits
- Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
Odoo
- Integration surface
- XML-RPC and JSON-RPC external API exposing the full ORM (search_read, create, write, unlink)
- Authentication
- Database user credentials or per-user API keys
- Change detection
- Polling on the write_date timestamp every record carries; recent versions can also send outbound webhooks from automation rules
- Capabilities
- read · write · webhooks
- Rate limits
- Self-hosted instances have no fixed rate limits; Odoo Online is subject to the platform's fair-use limits
How it works
How to connect Clari to Odoo — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Clari and Odoo with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Clari
connected
Odoo
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Clari and Odoo objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Clari ⇄ OdooCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Clari OdooCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Clari and Odoo integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Clari and Odoo: authenticate both systems, choose the objects to sync (such as Clari's Audit Events and Forecast), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Clari and Odoo records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Clari and Odoo connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Clari–Odoo integration in-house.
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Yes — Stacksync ships production-grade connectors for both Clari and Odoo. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Clari: Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks. On Odoo: Polling on the write_date timestamp every record carries; recent versions can also send outbound webhooks from automation rules. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Clari side: Activity (Capture), Account field extensions, Opportunity field extensions, Audit Events, plus custom fields where Clari exposes them. On the Odoo side: Invoices (account.move), Products (product.template / product.product), CRM Leads (crm.lead), Purchase Orders (purchase.order). Stacksync auto-detects both schemas and converts types between the two systems.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 436 integrations available for Clari and Odoo.
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