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Odoo Helpdesk Input

The Odoo Helpdesk Ticket Counter transform is a specialized input operation that reads helpdesk tickets from your Odoo instance based on configurable filtering criteria. This transform extracts ticket data for a specified time period, filtered by helpdesk team, ticket creator, and other parameters. It is ideal for analytics, reporting, monitoring, and automated ticket processing workflows.

Usage

The Odoo Insert transform requires the following configuration settings:

Parameter

Description

Transform Name

A unique identifier for this transform step in your workflow (e.g., "insert-mailing-contacts")

Odoo Connection

The configured Odoo connection to target (e.g., "odoo-testing"). This defines which Odoo instance receives the insert commands.

Odoo Model

The target model/object in Odoo to create (e.g., "mailing.contact", "res.partner", "sale.order"). Uses the internal model name.

Batch Size

Number of records to insert in each batch (e.g., 100-1000). Larger batches are faster but consume more resources. Recommended: 100-500 for most operations.

Return IDs

If enabled, returns the ID of each created record. Useful when you need to perform follow-up operations on newly created records.

Field Mappings

Maps source data fields from your stream to Odoo model fields. Each mapping specifies which stream field populates which Odoo field.

Connection configuration

Before using the transform, you must define an Odoo database connection. The fields required are:

Field

Required

Description

Odoo connection name

Yes

A descriptive name for the connection in Hop.

Base URL (domain)

Yes

Full URL of the Odoo instance, e.g., https://mycompany.odoo.com.

Username

Yes

Odoo username for authentication (or API user).

Password

Yes

Odoo password or API key, depending on authentication method.

Database

Yes

Name of the Odoo database to query.


Practical examples

Example 1: Loading Mailing List Contacts

Scenario: You have a list of contacts from an external source (CSV, database, or web scraping) and want to create them as mailing contacts in Odoo for email marketing campaigns.

  1. Workflow Steps:

  • Read contacts from source (CSV, SQL query, API, etc.)

  • Filter out invalid records (null emails, missing names, duplicates)

  • Enrich data (add mailing list IDs, default values, calculated fields)

  • Insert records into mailing.contact model

  • Log results for audit and monitoring

  1. Configuration:

Setting

Value

Transform Name

insert-mailing-contacts

Odoo Connection

odoo-testing

Odoo Model

mailing.contact

Batch Size

0

Return IDs

No

Field Mappings

email → email, name → name, list_ids → list_ids

  1. Input Data Example:

  • email,name,list_ids

  • john@example.com,John Doe,2

  • jane@company.com,Jane Smith,2

  • bob@test.org,Bob Johnson,3

  1. Result: 605 new mailing contacts created in Odoo, ready for email marketing campaigns.

Example 2: Importing Sales Leads from Web Forms

Scenario: Your website has a contact form. You capture form submissions in a database and want to automatically create CRM leads in Odoo for your sales team to follow up.

  1. Workflow Steps:

  • Query form submission database for unprocessed submissions

  • Validate email format and required fields

  • Create CRM leads (crm.lead) with contact details and source tracking

  • Assign leads to sales team members based on rules

  • Send notification emails to sales team

  1. Configuration:

Setting

Value

Transform Name

import-crm-leads

Odoo Connection

odoo-production

Odoo Model

crm.lead

Batch Size

50

Return IDs

Yes

Example 3: Bulk Product Catalog Import

Scenario: You maintain a product catalog in an ERP system or CSV file. You need to sync products to Odoo whenever the catalog is updated, including prices, inventory, and categorization.

  1. Workflow Steps:

  • Read products from source system (ERP, CSV, or API)

  • Validate product data (SKU uniqueness, required fields, price range)

  • Map categories and suppliers to Odoo records

  • Insert or update products with pricing and inventory

  • Publish products to e-commerce channels

  1. Configuration:

Setting

Value

Transform Name

import-products

Odoo Connection

odoo-production

Odoo Model

product.product

Batch Size

200

Return IDs

Yes