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ERP ⇄ CRM

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

Keep Odoo and Vitally 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 Odoo and Vitally

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

Vitally 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 Account, User, Organization, Task in Vitally 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 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
  • 02 Mirror product-usage traits and NPS responses into a warehouse for retention and expansion reporting.
  • 03 Sync employee records from an HR system of record into Odoo for expense and timesheet workflows.
  • 04 Sync Odoo contacts and CRM leads with an external CRM when sales runs outside Odoo but invoicing stays in it.

Common sync patterns

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

A deal won in Vitally 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 Vitally, 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 Odoo and Vitally

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.

Odoo objects Vitally objects How this pairing syncs
Invoices (account.move) Customer invoices and journal entries synced with accounting and reporting tools. Organization Parent organizations for hierarchical B2B account structures. Invoices (account.move) is specific to Odoo and Organization to Vitally — each maps to any object or custom field on the other side.
Products (product.template / product.product) Catalog and variant data distributed to storefronts and quoting tools. Task CS tasks and follow-ups, readable and writable for workflow sync. Products (product.template / product.product) is specific to Odoo and Task to Vitally — each maps to any object or custom field on the other side.
CRM Leads (crm.lead) Leads and opportunities synced with marketing and enrichment systems. Note Account and user notes captured by success teams. CRM Leads (crm.lead) is specific to Odoo and Note to Vitally — each maps to any object or custom field on the other side.
Purchase Orders (purchase.order) Procurement documents shared with supplier-facing systems. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Purchase Orders (purchase.order) is specific to Odoo and Conversation to Vitally — each maps to any object or custom field on the other side.
Inventory Transfers (stock.picking) Delivery and receipt operations synced for fulfillment visibility. NPS Response NPS survey responses for account-health reporting. Inventory Transfers (stock.picking) is specific to Odoo and NPS Response to Vitally — each maps to any object or custom field on the other side.
Employees (hr.employee) HR records read for directory and provisioning syncs. Custom Trait Custom account and user traits for segmentation. Employees (hr.employee) is specific to Odoo and Custom Trait to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Odoo and Vitally

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.

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

Vitally Odoo Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

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

Rate-limit considerations

  • Odoo: Self-hosted instances have no fixed rate limits; Odoo Online is subject to the platform's fair-use limits.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Odoo ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Odoo or Vitally 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 Odoo or Vitally record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Odoo and Vitally connectors work

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

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

How to connect Odoo to Vitally — 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 Odoo and Vitally 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
    Odoo connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Odoo and Vitally 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 · Odoo ⇄ Vitally
    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
    Odoo Vitally
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Odoo and Vitally 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 390 integrations available for Odoo and Vitally.

Popular · 8 of 390
All Odoo integrations All Vitally integrations Browse all integrations
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