01
Starting point
The company runs its customer records in Odoo and its call data in a phone system.
The team needed calls attached to the right customer record, with filters and reports it could read without exporting spreadsheets.
02
Constraints
- The phone system exposes its own data shape, so the integration had to map calls to existing Odoo records without duplicates.
- The work had to land alongside the running business, not as a freeze and rebuild.
03
Scope
- Phone-system data landed in Odoo, with calls linked to the right customer and user records.
- Call logging with the fields the team actually filters on.
- Reports and filters for the team, built inside the plan hours.
- Ongoing fixes and changes as the phone system and the business change.
04
Approach
Stack
Odoo · phone-system integration · custom logging and reporting
- 01
Map the call data
The phone-system fields and the Odoo records were mapped in writing before any data moved.
- 02
Build the integration
Calls were linked to the right customer and user records, with duplicate records blocked at import.
- 03
Add logging and reporting
Call logging, filters and reports were built and tested on staging with real-shaped data.
- 04
Keep it moving
Fixes and new reporting continue inside the monthly plan, with notes for every change.
05
Evidence
Call records appear in Odoo linked to the right customer, with the filters and reports the team asked for.
The integration runs in production alongside the existing Odoo records.
06
Limitations
- This is an ongoing development relationship, so the write-up covers the shipped items and makes no end-of-project claim.
- No quantified business outcome is published.