A clear, step-by-step guide for SiFi customers to connect their Odoo accounting system to SiFi and start syncing transactions.

Getting Started

Before you begin:

• Create a dedicated Odoo user for this integration: This will help you clearly identify transactions synced from SiFi, as they will show as synced by this user. Make sure to assign the role Administrator during the creation of this user.
• You can also use your own Odoo admin account if preferred.
• Confirm your Odoo Chart of Accounts is up to date.

Integration Overview

The integration process happens in two main steps:

1. Sync configuration data from Odoo to SiFi (accounts and vendors). This step can only be performed by users with the Admin or Finance Manager role in SiFi
2. Sync transactions from SiFi to Odoo as journal entries. This step can be done by users with the Accountant role in addition to Admin and Finance Manager.

Integration Steps

Step 1 — Log in to Odoo

• Go to your Odoo and sign in with your admin account (or the dedicated integration user you created).
• These steps are the same whether you use Odoo SaaS or Odoo SH, both are supported.

Step 2 — Start the Integration in SiFi

• In your SiFi account, go to Settings → Integrations.
• Select Odoo from the available integrations.
• Click Connect.

Step 3 — Authorize Access and Connect to Odoo

• You will be redirected to an authorization process.
• We request only the permissions necessary for the integration:
  • Read access: organization details, accounts, and vendors.
  • Write access: journal entries, documents
• Review the permissions and click Accept.
• After authorization, you will need to connect SiFi to your Odoo instance by providing the following details:
  1. Database name — This is the name of your Odoo database.
  2. Subdomain — For SaaS, this is the subdomain in your Odoo URL (e.g., yourcompany.odoo.com). For Odoo SH, it’s the custom domain or subdomain of your Odoo SH deployment.
  3. Email — The email address of the Odoo user account you are using for the integration
  4. API Key — A unique key used to authenticate SiFi with Odoo.

How to get these details:

• For Odoo SaaS users:
  • Subdomain: This is part of your Odoo URL (https://subdomain.odoo.com).
  • Database name: Usually the same as your subdomain. You can find it here: https://www.odoo.com/my/databases.
  • API key: Log in to Odoo → click your avatar (top right) → Preferences → Account Security → scroll to API Keys. Create a new key or use an existing one, and make sure the duration is set to Persistent Key.
  • Email: Use the Odoo login email for the selected user.
• For Odoo SH users:
  • Subdomain: Your Odoo SH deployment URL or custom domain.
  • Database name: Usually matches your subdomain, or you can get it from your system administrator.
  • API key: Same steps as Odoo SaaS, generate it from the user’s settings.
  • Email: Use the Odoo login email for the selected user.
• Once you provide these details, SiFi will verify the connection.
• Once the connection is confirmed, go back to your SiFi tab to continue.

Step 4 — Select Attributes to Sync

• Once connected, you’ll be prompted to choose which attributes from Odoo you want to sync into SiFi.
• Accounts: Mandatory, these must be synced for the integration to work.
• Vendors: Optional, select if you track and use vendor information in SiFi.
• Analytics accounts: Coming soon
• Check only the options that apply to your organization and that you actively use in your workflow.
• Once selected, click Continue. This step may take a moment while the system syncs, the time needed will depend on the size of your Chart of Accounts.

Step 5 — Review Your Configuration

• After the sync completes, you will be taken to your Integration Configuration page.
• Here, you’ll see the synced attributes from Odoo displayed.
• Set your Source Account : This is the account in Odoo that is linked to your SiFi wallet.
• An Auto Sync option is available, enabling this will automatically refresh your data daily without any manual action, keeping SiFi up to date with your latest Odoo information.
• Now your configuration is complete.

Step 6 — Explore the Accounting Menu

• Go to the Accounting menu in the SiFi sidebar.
• This tab is available to users with Admin, Finance Manager, and Accountant roles.
• In this section, you will see:
  • Expenses: This contains your card expenses.
  • Transfers: Includes transfers and reimbursements.
  • Others: Covers cash-in and cash-out transactions.
  • Filters: Use the standard filter options to focus on the transactions you want to review.

Step 7 — Verify Transactions

• To verify transactions, you need to assign at least an account to each transaction.
• The account you assign will correspond to the transaction direction:
  • For debit transactions, you assign the debit account.
  • For credit transactions, you assign the credit account.
  • The opposite side is automatically set to your Source Account configured in Step 5.
• SiFi provides a bulk action option to assign accounts to multiple transactions at once.
• For example, you can filter transactions by a budget, such as Budget = "Marketing Campaign 2025", and bulk assign all these transactions to the Odoo account Marketing Expenses.
• All verified transactions will be moved to the Verified tab for easy tracking.
• This bulk assignment saves time and ensures consistent accounting.
• Always review assigned accounts before completing verification.

Step 8 — Sync Transactions

• Once you finish verifying your transactions for the week (by employee, budget, or whatever logic works for you), you can sync all at once.
• Syncing is done as journal entries
• Each transaction will create one corresponding journal entry in Odoo.
• Voilà, all transaction details and supporting documents will be added to Odoo automatically.