--- url: https://docs.cybrosys.com/assista-x/connect-odoo.md description: >- Add your Odoo instance to Assista X with your regular login. Every field, what is validated, address rules, locale settings, multiple servers and read-only access. --- # Connect your Odoo server Assista X connects to your Odoo server with your own Odoo login and reads data live. You do not need admin access. Whatever your Odoo user can see is what Assista X can see. ## What you can do * Add one or more Odoo servers to your account and switch between them. * Pick your database from a list that Assista X fetches from your server. * Set the currency, language and date format used in answers. * Filter answers by company on multi-company databases. * Edit, switch or delete a server at any time. ## What you need | Item | Notes | | :--- | :--- | | Odoo 16 or later | Community or Enterprise. Check **Settings > About** in Odoo | | Instance URL | For example `https://mycompany.odoo.com` | | Database name | The database you sign in to | | Username and password | Your regular Odoo login | ## Add a server You can add a server in three places. All of them use the same fields. * **Chat page.** Select **Connect Odoo** in the top bar. On the start screen of a new chat, the **Select Odoo Server** dropdown also has an **Add Server** option, which opens a **Connect Odoo Server** form. * **Settings.** Open **Settings > Odoo** and select **Add Server**. * **Setup.** Select **Connect Odoo ERP System** in step 3 of the [setup questions](/assista-x/getting-started/#_2-complete-the-setup-questions). 1. Enter a **Name**, for example `My Company`. This is only a label in Assista X. 2. Enter the **URL**, for example `https://mycompany.odoo.com`. 3. Enter the **Database**. When you select the field, Assista X asks your server for its database list and shows it as a dropdown with search. Pick your database, or type the name. 4. Enter your **Username**. 5. Enter your **Password**. Use the eye icon to show or hide it. 6. Optionally set the **Locale Settings** (see below). 7. Select **Save Server**. The message "Odoo server connected" confirms the connection. Assista X signs in to your server before it saves anything. If the sign-in fails, nothing is saved. After a successful save it also reads your companies, your locale and your Odoo version. ## Fields | Field | Required | What it is | | :--- | :--- | :--- | | **Name** | Yes | A label for this server | | **URL** | Yes | Full address including `http://` or `https://` | | **Database** | Yes | The Odoo database name. Chosen from a fetched list, or typed | | **Username** | Yes | Your Odoo login | | **Password** | Yes when adding | Your Odoo password. When you edit a server the field shows "•••••••• (unchanged)". Leave it empty to keep the saved password | | **Odoo Version** | Detected | Shown as "Auto-detected" when you edit a server. Assista X reads it from the server, and also shows it as a badge such as `v18` on the server card | | **Currency** | Optional | Shown in answers. The list comes from your Odoo | | **Language** | Optional | Used to format numbers and dates. The list comes from your Odoo | | **Date Format** | Optional | One of DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD, DD-MM-YYYY, DD.MM.YYYY, YYYY/MM/DD or DD MMM YYYY | ### Locale settings Assista X reads your server's currency, language and date format when you save, so answers use the right currency symbol and date style. When you edit a server you can change the three values by hand. Choosing a **Language** also fills in that language's date format. Select **Refresh from Odoo** (**Refresh Locale** in the chat top bar) to read them again from Odoo. The app shows "Locale refreshed from Odoo". ## Validation and error messages Assista X checks the form before it contacts your server. | Message | Cause and fix | | :--- | :--- | | Password is required | Enter your Odoo password | | Server name is required | Enter a **Name** | | Server URL is required | Enter the **URL** | | Invalid URL. Include http:// or https:// | Add the scheme, for example `https://` | | Database name is required | Enter the **Database** | | Username is required | Enter your **Username** | | Could not authenticate with the Odoo server. Please check the URL, database, username, and password. | The server rejected the login. Check each value, and that the user can sign in to that database in Odoo | | Could not authenticate with the Odoo server using the updated credentials. | The same check when you edit a server | | Invalid server URL: ... | The address failed the [address rules](#address-rules) | | You have reached the server limit (N) for your current plan. Please upgrade to add more servers. | Your plan allows N servers. See [Plans and billing](/assista-x/plans-and-billing/) | ## Address rules Assista X reaches your server over the internet, so it only accepts public addresses. * The URL must use `http` or `https`. * Private and reserved addresses are refused. This includes `10.0.0.0/8`, `172.16.0.0/12`, `192.168.0.0/16`, loopback (`127.0.0.0/8`), link-local addresses and the `localhost` name. * If your Odoo runs only inside a private network, publish it on a public hostname before you connect it. ## The database list When you select the **Database** field, Assista X asks your server for the list of databases and shows them in a dropdown. If your server has the database list disabled, or Assista X cannot reach it, you see a message such as "Database list disabled on server" or "Could not reach Odoo server", and you type the database name instead. Assista X keeps the list for five minutes per server address. ## Several servers and companies You can keep more than one server, for example production, staging or client servers. Each server has its own credentials, and each conversation is tied to the server you chose when you started it. * In **Settings > Odoo**, the list of servers shows each name, version badge, URL and database. Select a server to make it the active one. Use the pencil icon to edit it, or the bin icon to delete it. Deleting asks you to confirm "Delete this server?". * On the start screen of a new chat, the **Select Odoo Server** dropdown switches the active server. * In the chat top bar, the server button opens a menu with **Edit Server** and **Refresh Locale** for the active server. * On a multi-company database, the server menu has a **Companies** list with a check box for each company. Select the companies you want. Assista X then restricts all queries to those companies. With none selected it queries across all companies you can access. ## Read-only and write access * Every connection starts read-only. In **Settings > General**, **Read Only Mode** shows **Enabled** by default. * In read-only mode the assistant can browse and analyze data, and write actions are switched off. * If write access is enabled for your account, the assistant can create and update records, always inside your own Odoo permissions. Deleting and archiving records is never available. > **Warning.** > > Assista X uses your Odoo login. Use an Odoo user with only the access you want the assistant to have. The Terms and Conditions recommend a read-only Odoo user while the product is in beta, because the read-only mode is a software control and not an absolute technical guarantee. ## Security recommendations * Use a dedicated Odoo user for Assista X, with the smallest set of access rights that covers your questions. * Prefer a read-only Odoo user, especially for production data. * Do not connect databases with highly sensitive, regulated or irreplaceable data unless you accept the risks described in the Terms and Conditions. * Your password is stored encrypted, and is never shown again after you save it. See [Security and privacy](/assista-x/security-and-privacy/). ## Tips and limits * Odoo 16 and later is supported. If you are unsure of your version, see **Settings > About** in Odoo. * Changing a server's URL, database or login makes Assista X sign in again with the new details before it saves them. * If a question returns less data than you expect, your Odoo access rights are the first thing to check. ## Next steps * [AI providers](/assista-x/ai-providers/) * [Ask questions](/assista-x/ask-questions/) * [Troubleshooting](/assista-x/troubleshooting/)