Setup guide

Connect Odoo 19 and monday in four steps

This guide mirrors the Account Settings onboarding flow used by NovessaWorks ERP Sync.

01

Authorize monday

Open NovessaWorks ERP Sync Account Settings and authorize the backend. The app requests only the monday scopes required for V1.

02

Connect Odoo

Enter the Odoo HTTPS URL, optional database name and API key. Use Test & save to verify the connection before credentials are persisted.

03

Map boards and fields

Choose the monday board, group and columns for Contacts, CRM Opportunities, Projects and Tasks. Map the Odoo ID and Sync Key fields required for safe identity handling.

04

Test, then automate

Run a manual sync first. Review run history and issues. Once the result is correct, enable a schedule allowed by your subscription plan.

Safe two-way behavior

If both Odoo and monday changed since the last baseline, ERP Sync blocks a stale write-back and records a conflict. Reconcile the values first, then resolve the issue and continue.

Visual guide

Final release screenshots and the short setup video will be embedded here after the deployed release candidate is certified.

Need help?

Support: [email protected]