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Odoo and Pendo integration

Plan how Odoo and Pendo should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need
Integration planning
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Proposed workflow

Contact sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving Odoo Contacts (res.partner) or Pendo Visitors needs a defined result in the other system.

  1. Start with Odoo Contacts (res.partner) and Pendo Visitors. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Resolve the organization relationship and any owner or consent references required by the destination.

  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyTest an email change, two records sharing an email, and a person associated with multiple organizations.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between Odoo and Pendo
Odoo recordPendo recordRecord matchingField ownership
Contacts (res.partner)Proposed record; confirm Stacksync object support.Record matchingVisitorsProposed record; confirm Stacksync object support.Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Odoo

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Contacts (res.partner)
  • Sales Orders (sale.order)
  • Invoices (account.move)
  • Products (product.template / product.product)
  • CRM Leads (crm.lead)
  • Purchase Orders (purchase.order)
Confirm support for this record type and the direction you need.

Discuss Odoo requirements

Pendo

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Visitors
  • Accounts
  • Feature Events
  • Page Events
  • Guide Events
  • Poll / NPS Responses
Confirm support for this record type and the direction you need.

Discuss Pendo requirements

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementOdooPendo
Integration interfaceXML-RPC and JSON-RPC external API exposing the full ORM (search_read, create, write, unlink)Pendo Engage API (REST) on app.pendo.io (US) / app.eu.pendo.io (EU), base path /api/v1/ - Aggregation API for reads and the Metadata API for writes
AuthenticationConfirm the credentials, API plan, and permissions required for Odoo.Confirm the credentials, API plan, and permissions required for Pendo.
Change detectionConfirm how Stacksync detects changes for this connector and the objects you need.Confirm how Stacksync detects changes for this connector and the objects you need.
Read accessConfirm with StacksyncConfirm with Stacksync
Write accessConfirm with StacksyncConfirm with Stacksync

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

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
  • DPF US-EU-UK-CH

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

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Odoo
Integration interface
XML-RPC and JSON-RPC external API exposing the full ORM (search_read, create, write, unlink)
Authentication
Confirm the credentials, API plan, and permissions required for Odoo.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Odoo account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Odoo, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Odoo and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
Pendo
Integration interface
Pendo Engage API (REST) on app.pendo.io (US) / app.eu.pendo.io (EU), base path /api/v1/ - Aggregation API for reads and the Metadata API for writes
Authentication
Confirm the credentials, API plan, and permissions required for Pendo.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Pendo account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Pendo, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Pendo and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare Odoo and Pendo access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Odoo setup checklist
  • Identify the Odoo account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Odoo, including read/write support, authentication, and initial-load limits.
Pendo setup checklist
  • Identify the Pendo account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Pendo, including read/write support, authentication, and initial-load limits.
Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Odoo and Pendo planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Record matching

Contacts (res.partner) / Visitors

Compare whether Odoo Contacts (res.partner) and Pendo Visitors describe the same contact in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Odoo
Object support to establish
Pendo
Object support to establish
Record identity
Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.
Field ownership
Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.

Fields to include

  • Source person ID
  • Display name
  • Email address
  • Organization reference
  • Consent state
Record dependencies
Resolve the organization relationship and any owner or consent references required by the destination.
Validation
Test an email change, two records sharing an email, and a person associated with multiple organizations.
Recovery
Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Contacts (res.partner) / Visitors to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your Odoo and Pendo record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Contacts (res.partner) / Visitors, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider when Odoo and Pendo need a transformation, approval, or action outside a direct record sync.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit
Consider for a one-time Odoo / Pendo migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Contact sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Contacts (res.partner) or Visitors record needs a defined result in the other system.

  1. Start with Odoo Contacts (res.partner) and Pendo Visitors. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve the organization relationship and any owner or consent references required by the destination.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test an email change, two records sharing an email, and a person associated with multiple organizations.

If it fails: Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Reconcile Odoo business records with Pendo

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A finance-owned record in Odoo needs operational visibility through Visitors or Accounts.

  1. Select Contacts (res.partner) or Sales Orders (sale.order) with the correct legal entity, period, and currency.
  2. Define a reporting relationship in Pendo; do not equate customer records, ledger accounts, and posted transactions.
  3. Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.

Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.

If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Contacts (res.partner) / Visitors

Test case

Test an email change, two records sharing an email, and a person associated with multiple organizations.

Expected result

The expected contact relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated contact change

Investigate

Inspect Odoo Contacts (res.partner) and Pendo Visitors, their IDs, and the destination error.

Next action

Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

A record type or update is unavailable

Investigate

Check the Odoo and Pendo connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Odoo and Pendo

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Odoo Pendo Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Pendo.

Pendo Odoo Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Odoo.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ

Odoo and Pendo integration FAQ

Next step

Plan your integration with an engineer

Walk through your Odoo and Pendo records, field mappings, and requirements with an integration engineer.