Skip to content
CRM ⇄ ERP

DealCloud to Odoo integration — real-time, two-way sync

Keep DealCloud 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect DealCloud and Odoo

Close the gap between front office and back office: DealCloud and Odoo share customers and status in real time, in both directions.

DealCloud 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 Deal, Company, Contact, Fund in DealCloud with Contacts (res.partner), Sales Orders (sale.order), Invoices (account.move), Products (product.template / product.product) 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 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 02 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 03 Mirror invoices and journal entries into a warehouse for consolidated financial reporting across entities.
  • 04 Keep product and price list data aligned between Odoo and storefronts or marketplaces.

Common sync patterns

Where Odoo manages people and org data: keep DealCloud aligned

Owners, territories, and org structure informed by Odoo stay current in DealCloud.

Where Odoo handles order-to-cash: closed-won flows through

A deal won in DealCloud 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 DealCloud, so reps see balances before promising the next order.

What you can sync between DealCloud 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.

DealCloud objects Odoo objects How this pairing syncs
Investment Synced with incremental and full sync. Inventory Transfers (stock.picking) Delivery and receipt operations synced for fulfillment visibility. Investment is specific to DealCloud and Inventory Transfers (stock.picking) to Odoo — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. Employees (hr.employee) HR records read for directory and provisioning syncs. Relationship is specific to DealCloud and Employees (hr.employee) to Odoo — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Projects and Tasks (project.project / project.task) Work items synced with external project tools. Activity is specific to DealCloud and Projects and Tasks (project.project / project.task) to Odoo — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Contacts (res.partner) The unified person/company record used across sales, invoicing, and purchasing; the anchor for CRM syncs. Task is specific to DealCloud and Contacts (res.partner) to Odoo — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Sales Orders (sale.order) Quotations and confirmed orders synced with e-commerce and external CRMs. User is specific to DealCloud and Sales Orders (sale.order) to Odoo — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Invoices (account.move) Customer invoices and journal entries synced with accounting and reporting tools. Deal is specific to DealCloud and Invoices (account.move) to Odoo — each maps to any object or custom field on the other side.

How changes propagate between DealCloud 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.

DealCloud Odoo Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

DeliveryEach detected change is written to Odoo through its API, with automatic retries and rate-limit backoff.

Odoo DealCloud 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 DealCloud through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
  • Odoo: Self-hosted instances have no fixed rate limits; Odoo Online is subject to the platform's fair-use limits.
What ships with DealCloud ⇄ Odoo

Connect DealCloud and Odoo for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Odoo connection.

Real-time

Two-way sync

Changes in DealCloud or Odoo instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud 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 DealCloud or Odoo record.

Observability

Monitoring

Track your DealCloud ⇄ Odoo sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between DealCloud and Odoo.

How the DealCloud and Odoo connectors work

DealCloud

Integration surface
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.

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 DealCloud 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.

  1. 01

    Connect your apps

    Authenticate DealCloud 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    DealCloud connected
    Odoo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the DealCloud 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · DealCloud ⇄ Odoo
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    DealCloud Odoo
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

DealCloud and Odoo integration FAQ

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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 392 integrations available for DealCloud and Odoo.

Popular · 8 of 392
All DealCloud integrations All Odoo integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own