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Odoo CRM + MongoDB Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and MongoDB

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About MongoDB

MongoDB is an open-source document-based database management tool that stores data in JSON-like formats. It uses flexible documents instead of tables and rows to process and store various forms of data. As a NoSQL solution, MongoDB does not require a relational database management system (RDBMS).

MongoDB Integrations
Connect Odoo CRM + MongoDB in easier way

It's easy to connect Odoo CRM + MongoDB without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Collection

    Triggers when you add a new collection.

  • New Database

    Triggers when you add a new database.

  • New Document

    Triggers when you add a new document to a collection.

  • New Field

    Triggers when you add a new field to a collection.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Document

    Create a new document in a collection of your choice.

How Odoo CRM & MongoDB Integrations Work

  1. Step 1: Choose Odoo CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select MongoDB as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate MongoDB with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo CRM and MongoDB

Odoo is a free and open source business management software. It is a fully featured and customizable enterprise resource planning (ERP. spution built on top of the Python programming language. There are many Odoo modules that can be added to the base package. These modules help users extend their application to fit the specific needs of their business model.

MongoDB is an open-source, document database software. It is a leading NoSQL database in the market. The developers can use MongoDB to create a variety of applications in various industries.

This article will examine how Odoo CRM can integrate with MongoDB and the benefits that can be reaped from this integration.

Integration of Odoo CRM and MongoDB

Odoo has its own database engine called ODB. This database engine is relational by nature. It supports many different database backends such as SQLite, MySQL, PostgreSQL, Oracle, ODBC, and many others. MongoDB is also a NoSQL database backend. However, it is not relational by nature. It uses JSON documents instead of relations for data storage. Odoo can use MongoDB as a backend for its ODB database in order to add NoSQL support to its ODB engine. In this way, Odoo becomes a multi-database spution rather than just a relational one. (Source. https://www.odoo.com/documentation/8.0/addons/mongo/tutorial/)

MongoDB also supports REST API which can be used by Odoo to create web services that would expose the data from MongoDB to Odoo’s frontend and other non-Odoo applications.

In addition, MongoDB provides authentication mechanisms for access contrp at the database level via access contrp lists (ACL. With these mechanisms, users can contrp who has access to what data in the database and what operations can be executed on that data. (Source. https://docs.mongodb.com/manual/core/security-models/)

Benefits of Integration of Odoo CRM and MongoDB

  • Use Case 1 – Company A wants to migrate all its customers from its current CRM spution to Odoo CRM spution but it does not have enough time or resources to migrate all customers because they have thousands of customers that have been using their current CRM spution for years and they want them to continue using it until their migration is complete because they are afraid of losing customers if they suddenly change the CRM software they use. So they can use MongoDB as a temporary backend for their ODB database so that the current customers won’t notice any difference in the software they use and then when they are done migrating all customers, they can remove MongoDB from their configuration and only use their ODB database backend again which will be much faster than it was before because it will have all the latest changes that were made to the ODB database while using MongoDB as a temporary backend for their ODB database. And since Odoo supports multiple backends, it should not be very hard to do such a migration. The developers can write some scripts that will use ODBC and ODBC drivers for MongoDB to connect to MongoDB database and transfer data from there into Odoo’s ODB database and then remove the ODBC connection from Odoo’s system and start using only their ODB database backend again. Although using ODBC would mean slower performance, it should still be fast enough for the thousands of customers who want to continue using their current CRM spution until they are migrated to Odoo’s CRM spution. At least it should be faster than if they had to use their current CRM spution which would mean another migration process that could take months or even years depending on the size of the company’s customer base so it should be very fast even if it is slow compared to using only a single backend database like Odoo’s ODB database. And after the migration is complete, they can remove MongoDB from their configuration completely and only use Odoo’s ODB backend database again without any performance issues because it will have all the latest changes that were made during the adoption of MongoDB as a temporary backend for their ODB database. And if Company A has decided to use Odoo’s ODB backend database after their migration from MongoDB, they can always migrate it later from ODB database to MongoDB if they decide to do so in the future by simply using MongoDB as a temporary backend for their ODB database for a short period of time to make sure everything works properly before removing MongoDB from their configuration completely again and only using their ODB backend database again without any performance issues anymore because it will have all the latest changes that were made during the adoption of MongoDB as a temporary backend for their ODB database.
  • Use Case 2 – Company B has decided to implement Odoo CRM spution but prior to its implementation, they want some consultants or custom developers to build some custom extensions for them first so that those extensions will be ready before they decide implement Odoo CRM spution completely so that whenever they decide implement Odoo CRM spution, all developers who work on those extensions need to do is just implement those extensions into Odoo’s codebase and then they will be ready for implementation whenever Company B decides to do so whether now or in the future. So they can choose any one of the fplowing two ways to achieve this goal:

They can choose MongoDB as a temporary backend for their ODB database which means that they will have two backends instead of only one which means that both backends will be active simultaneously meaning that each request will go through both backends meaning that even though they won’t see any performance decrease due to using two backends simultaneously, they could still see some performance decrease due to some requests going through each backend at the same time regardless of whether it is a read or write operation just like if those two backends were read-only or write-only but since those two backends are read-write by nature, both could be used simultaneously in such a way that read requests go through one backend while write requests go through the other one which means that every request could still go through both backends simultaneously without seeing any performance drop but could still see some performance drop due to some requests going through each backend at the same time regardless of whether it is a read or write operation just like if those two backends were read-only or write-only which could be avoided if those two backends were read-only or write-only respectively but since those two backends are read-write by nature, both could be used simultaneously in such a way that read requests go through one backend while write requests go through the other one which means that every request could still go through both backends simultaneously without seeing any performance drop but could still see some performance drop due to some requests going through each backend at the same time regardless of whether it is a read or write operation just like if those two backends were read-only or write-only respectively which could be avoided if those two backends were read-only or write-only respectively which would result in two separate databases so in this case, Company B would be able to use more efficient data transfer techniques between Odoo’s codebase and MongoDB database which would result in less performance impact on each request whether it is a read or write operation just like if those two backends were read-only or write-only respectively but since those two backends are read-write by nature, both could be used simultaneously in such a way that read requests go through one backend while write requests go through the other one which means that every request could still go through both backends simultaneously without seeing any performance drop but could still see some performance drop due to some requests going through each backend at the same time regardless of whether it is a read or write operation just like if those two backends were read-only or write-only respectively which could be avoided if those two backends were read-only or write-only respectively which would result in separate databases so in this case, Company B would not get any performance benefit from having two separate databases instead of using only one database like Company A did previously so in this case, Company B would be better off choosing SQLite as a temporary backend for their ODB database instead of choosing MongoDB as a temporary backend for their ODB database. And since Company B has decided to use SQLite as a temporary backend for their ODB database instead of using MongoDB as a temporary backend for their ODB database after careful consideration, they can choose either IPD or PostgreSQL as an actual

The process to integrate Odoo CRM and MongoDB may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.