How to Connect Your Odoo Server to Assista X

Assista X needs access to your Odoo instance to query your business data. You can add server credentials in two places: directly from the chat page or through Settings.

Security Recommendation: Use an Odoo API Key instead of your account password. API keys can be revoked independently without changing your password, and they reduce exposure if credentials are ever leaked. Password-based authentication is supported, but it is not recommended.

Method 1: From the Chat Page

When no Odoo server is connected, a Connect Odoo button appears in the top navigation bar. Click it to open the server form directly without leaving the chat.

Connect Odoo button visible in the top navbar when no server is configured

Fill in your server details and click Save. Assista X will verify the connection before saving it.

Server connection form with fields for name, URL, database, username and API key

Once connected, the button is replaced by your server name in the navbar.

Method 2: From Settings

  1. Open the Sidebar (hamburger icon in the top-left on mobile; always visible on desktop).
  2. Click Settings at the bottom of the sidebar.

Sidebar open showing Settings option at the bottom

  1. Go to the Odoo tab.
  2. Click Add Server.

Settings page with Odoo tab selected and Add Server button highlighted

  1. Fill in your server details and save.

You can add multiple servers here and manage or remove existing ones.

Server Configuration Fields

FieldDescription
NameA label for this server — for example: Production or My Company
Server URLFull URL of your Odoo instance — for example: https://mycompany.odoo.com
DatabaseOdoo database name (visible in Odoo under Settings → General Settings)
UsernameYour Odoo login email
API KeyRecommended — generated in Odoo under your user profile
PasswordYour Odoo account password — use only if API keys are unavailable

Generating an API Key in Odoo

  1. Log in to your Odoo instance.
  2. Go to Settings → Users & Companies → Users.
  3. Open your user profile.
  4. Scroll to API Keys and click New API Key.

Odoo user profile showing the API Keys section with New API Key button

  1. Give it a name (for example: Assista X) and copy the generated key.

Odoo API key creation dialog showing the generated key to copy

  1. Paste it into the API Key field in Assista X.

Note: Odoo shows the API key only once during creation. Copy it before closing the dialog.

Switching Between Servers

If you have multiple servers configured, click the server name in the top navigation bar.

A dropdown appears where you can switch the active server or edit its details.

Connection Troubleshooting

If the connection test fails: