Eagle Doc Connector

In Odoo Settings, open the Eagle Doc Connector section to configure the API connection and document-processing options. The connection is configured by providing the Base URL and API Key. The Base URL specifies the Eagle Doc API endpoint, while the API Key, provided by Eagle Doc, is stored securely as a password field and used to authenticate requests sent from Odoo to Eagle Doc. Once both values are entered and saved, the API connection is configured and the integration is ready to use.

The Eagle Doc Auto-Creation block controls what Odoo does when Eagle Doc finds a customer, product or tax on a document that does not exist in Odoo. Auto-create Customer/Vendor is enabled by default, so a new partner is created from the details on the document. Auto-create Product and Auto-create Tax are disabled by default, so unmatched products stay as free-text lines and unmatched taxes are left blank for the user to review. If Auto-create Tax is enabled, a Sales Tax Account and a Purchase Tax Account must be selected, and they are used as placeholder accounts for the new taxes.

The Check Usage button in the same settings page opens a small window where the user selects a month and year and clicks Fetch Usage. It lists how much of each Eagle Doc feature has been used in that billing period.

In the Vendor Bills and Customer Invoices lists, an Upload to Eagle Doc button appears next to the standard upload button. It is available only to users in the Accountant group. Clicking it opens a file selector where one or more PDF, PNG or JPG files can be chosen. Vendor bills are sent to Eagle Doc as incoming invoices, and customer invoices are sent as outgoing invoices.

For each file, Odoo creates a draft invoice, attaches the original document, and sends it to Eagle Doc. The draft shows the Eagle Doc status Processing while the document is being read, and the chatter logs the upload with its Task ID. When Eagle Doc finishes, the status changes to Processed and the extracted data is applied to the draft. If a document cannot be processed, the status changes to Failed and a message is added to the chatter. If processing takes longer than a few seconds, a scheduled action checks all pending documents every minute and applies the result as soon as it is ready, so the user does not need to wait on the screen. When a single file is uploaded, its draft opens directly. When several files are uploaded, a list called Scanned via Eagle Doc opens with all the new drafts.

Once a document is processed, the draft is filled in automatically. The customer or vendor is matched to an existing partner using the name and VAT number, or created when auto-creation is enabled. The reference is taken from the invoice number on vendor bills and from the order number on customer invoices, and the order or purchase order number is also stored as the Source Document. The invoice date, due date and currency are filled from the document. If Eagle Doc returns a currency that does not exist in Odoo, the currency is left unchanged and a note is added to the chatter. Invoice lines are created from the extracted line items with description, quantity, unit price and tax, following the auto-create settings described above.

When Eagle Doc reads something wrongly, the accountant can teach it the right answer. On a processed draft invoice, the Correct Eagle Doc Extraction button opens a small window. The user first chooses what was wrong. If the vendor or customer was wrong, the correct name and account number are required, and the city and street can be added. If the bookkeeping account or tax code was wrong, the correct bookkeeping account is required, the tax code is optional, and a product name can be entered to correct a specific product. Leaving the product empty applies the correction at the vendor level. Clicking Send to Eagle Doc submits the correction, and a notification confirms that it was accepted.

Vendor and customer master data is sent to Eagle Doc so that future documents are matched to the right partner. A scheduled action runs once a day and syncs every vendor or customer that is new or has changed. A partner is marked for re-sync when its name, VAT number, address, country or vendor/customer status changes. Each partner is sent to Eagle Doc as a Vendor, a Customer or Both, and is identified by its VAT number, or by an internal reference when no VAT number is set.

The sync can also be started manually with the Sync to Eagle Doc button on a partner form, or from the Action menu after selecting several partners in the list. If a partner fails to sync, the reason is logged in its chatter and the other partners are still processed.

Each Odoo company is linked to its own Eagle Doc sub-business, so documents from different companies in a multi-company database are always processed in the correct Eagle Doc workspace. On the company form, the user selects the Eagle Doc Industry and the Eagle Doc Account Standard, and then clicks Create Eagle Doc Sub-Business. The generated Sub-Business ID is stored on the company. If this step is skipped, the sub-business is created automatically the first time a document is uploaded.

Once the sub-business exists, users can use Refresh from Eagle Doc to retrieve the latest profile information, Update Eagle Doc Profile to synchronize changes made in Odoo when differences are detected, or Delete Sub-Business from Eagle Doc to request its deletion from Eagle Doc after confirmation. A batch action is also available from the company list view to create sub-businesses for selected companies.