Odoo ERP Integration Export Profile


Profile name Specifies the name of the export profile.
Profile type Specifies the type of the export profile. Odoo ERP Integration attaches the Export profile to the build-in Odoo integration module. If the integration is customized, the name will have a star (*) appended i.e., Odoo ERP Integration*.
If the module is customized, then this page might not be accurate in terms of what is supported and what is not.
Info NOTE: If you see ODOO written as type (instead of Odoo ERP Integration or Odoo ERP Integration*), then the Export profile is attached to Odoo itegration module but the module is not loaded. Reason is usually that the integration module license is expired.
Quick Access Select this option to add the export profile as a Quick Access menu item under the Export button in the CUSTOMTOOLS Command Manager tab. When the menu item is selected, Export dialog is opened with this export profile selected.
Allow using in SOLIDWORKS PDM Select this option to allow using this Odoo Export profile from SOLIDWORKS PDM Professional.

Note that this might not be supported if you have a customized version of the integration.
Output path Not used for Odoo ERP Integration.
Configurations to export Odoo ERP Integration without additional script customization, only supports Active/Referenced Configuration option.
Language Allows translating Dictinary Properties that are included in the Export profile to selected language.
Top level only Process only the documents in the top level of an assembly.
Will export only the main assembly and top level components as Odoo Products. Only the main assembly will have Bills of Materials.
Parts only Process only the part documents of the assemblies.
Will export only the main assembly and all parts of the design as Odoo Products. Only the main assembly will have Bills of Materials.
Indented assemblies Processes the whole structure.
RECOMMENDED OPTION for Odoo integrations. Will export the main assembly and all components as Odoo Products, and the main assembly and all subassemblies will have their own Bills of Materials.
Accumulate quantities Select this option to calculate quantities in respect of the parent component quantities (which has its quantity calculated in respect of its parent etc).
NOT RECOMMENDED for Odoo integrations.
Include drawings NOT SUPPORTED for Odoo integrations without script customization.
Include weldment cut list items NOT SUPPORTED for Odoo integrations without script customization.
Detailed cut list NOT SUPPORTED for Odoo integrations without script customization.
Include sheet metal cut list items NOT SUPPORTED for Odoo integrations without script customization.
Include solid body cut list items NOT SUPPORTED for Odoo integrations without script customization.
Display configurations of parts as separate items Separates the different configurations of the document to an individual items.
RECOMMENDED option for Odoo integration.
Display configurations of parts as one item NOT SUPPORTED for Odoo integrations without script customization.
Always show components of subassemblies ignoring the “Child component display when used as a subassembly” setting Select this option to ignore selection of the Child component display when used as a subassembly options in Properties of the SOLIDWORKS assembly configurations. While you have this option selected, all supported components of the subassemblies are always included in the CUSTOMTOOLS structure export.
Always include 'Excluded from BOM' components, ignoring the 'Exclude from BOM' settings Select this option to ignore SOLIDWORKS component setting Exclude from Bill of Materials, and so include them to CUSTOMTOOLS structure Export by default. Having this setting on will disable changing the Exclude from BOM setting for the models via Export dialog.
Use part’s preview image for cut-list items
NOT SUPPORTED for Odoo integrations without script customization (since cut-list items are not supported).
User property scopes to be exported NOT SUPPORTED for Odoo integrations without script customization.
Open output file(s) once completed NOT SUPPORTED for Odoo integrations without script customization.

Select the desired file conversion rules that you want to be executed against the selected model structure during the structure export.

The standard Odoo ERP Integration does not support uploading converted documents to Odoo. However, this can be done as a Script Customization.

The build-in Odoo ERP Integration can be overridden with Script Customization that is deployed to the CUSTOMTOOLS Database and thus applies to all client machines of the same CUSTOMTOOLS Environment.

Info NOTE: CUSTOMTOOLS script add-ins are always implemented by the customer's separate order. For that reason, some extra costs may apply. Please contact the CUSTOMTOOLS Sales Team for the further information.



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Related Topics

Export Profiles
Create export profiles for exporting model structures using the Export Profile editor
Create a new export profile for the general structure exports
Create a new export profile for the Excel Reporting
Create a new export profile for the Cloud Connected exports
Profile field definition

Setup the file conversion rules using the File Conversion options

Manage your CUSTOMTOOLS script add-ins with help of the CUSTOMTOOLS Administration Tool

Setup the connection parameters to the Odoo ERP system in the CUSTOMTOOLS User Options
Setup integration between the Odoo ERP system and your CUSTOMTOOLS database