How does LevelOps work with Odoo?
LevelOps reads your inbound purchase orders and creates the matching sales order or invoice in Odoo, mapped to your existing products and customers. Book a demo and we will confirm the exact setup for your workflow.
Integration
Stop re-keying orders into Odoo
Turn the PDF and email purchase orders your customers already send into clean Odoo sales orders and invoices, matched to your products and customers, ready to review. No manual entry, no new portal for buyers to learn.
Wholesalers & distributors automating order entry with LevelOps
5.0
on the Shopify App Store
5 to 15h
back every week, per team
<4min
to process a 100+ line order
10×
more efficient on large orders
Typing purchase orders into Odoo is slow, error-prone, costly
Odoo can run your whole operation, but the purchase orders your customers send still get retyped into it by hand. The longer that takes, the later you confirm, ship and invoice.
Hours lost to retyping
Every PDF and email PO gets keyed into Odoo line by line, all day long.
Manual sales order entry
Every PO becomes a hand-typed Odoo sales order, slow, repetitive and easy to fumble under volume.
Product-matching headaches
PO descriptions rarely match your Odoo products, so every line is a manual lookup.
Customers typed by hand
Matching the buyer to the right Odoo customer, and creating new ones, eats time.
One typo, one wrong invoice
A mis-keyed quantity or product becomes a wrong invoice, a credit note, and an awkward call.
Cash trapped in your inbox
An order you have not entered cannot be confirmed or invoiced, stretching your cash conversion cycle.
Less manual work, fewer errors, cash sooner
5 to 15 hours back every week
Process a 100+ line PO into Odoo in minutes, not hours. Your team stops retyping and gets back to serving accounts. 10× more efficient · 100+ lines in under 4 minutes Accuracy
Right the first time
Every line is matched to your Odoo products, even with no product code, and the buyer to your customer list, consistently. Fewer wrong invoices · fewer credit notes Cash
Your cash lands sooner
Orders confirmed and invoiced the same day instead of waiting in an inbox. Faster order-to-cash and a shorter cash conversion cycle. Shorten your cash conversion cycle
From inbox to Odoo in three steps
LevelOps sits between your customers and Odoo. It reads the orders they send, validates them against your catalog and accounts, and writes a clean sales order or invoice, ready to review.
- 01
Forward the PO
Send incoming orders to a dedicated address, or upload them. LevelOps reads whatever your customers send. 02 · Validate
- +PDF, email (body & attachment), Excel, CSV
- +Scanned documents and the documents your EDI platform produces
- +No template to build or maintain
- 02
Match to Odoo
Identify the customer, match each line to your Odoo products, even with no code, and capture PO number, terms and tax. 03 · Route
- +Customer auto-detected, even brand-new ones
- +Description-based product matching when there is no code
- +Exceptions flagged for a human before anything is sent
- 03
Into Odoo
Write a clean, validated sales order or invoice into Odoo, ready for one-click review and send. Most order tools need a master-data integration and a rules build before you see value. LevelOps delivers matched, priced Odoo orders from day one, on the data you already have. No master-data project Value from day one Learns over time
- +Odoo sales orders & invoices
- +PO number, terms and tax carried through
- +Human-in-the-loop · learns from corrections
Runs into the Odoo you already use
LevelOps writes clean sales orders and invoices straight into Odoo, no copy-paste, no migration, no portal for your buyers. When a customer changes their PO format next month, nothing breaks.
Connect LevelOps to Odoo in five steps
No IT project and no custom development. If you can log into Odoo, you can be live in about 15 minutes, we handle the setup with you.
- 01
Find your database name
In Odoo, go to Settings → Developer Tools and activate the developer mode. Your database name appears in the browser tab title. You can deactivate it right after.
- 02
Create your API key
Click your profile icon → My Profile → Account Security → New API Key. Name it LevelOps PDF to Order and choose Persistent Key so it never expires. Copy it, Odoo shows it only once.
- 03
Share your connection details
Send us four things: your Odoo URL, your database name, the email of the user who created the API key, and the key itself. Use an account with Sales access, the key inherits its permissions.
- 04
We sync your catalog
LevelOps pulls your Odoo products and matches SKUs automatically, bilingual descriptions included. Customers are matched by email.
- 05
Forward your first PO
Email a PDF purchase order to your dedicated address. A draft sales order appears in Odoo, customer, ship-to, lines and pricing filled in. You review, then confirm.
- 06
That is it
From then on, every PO your customers email becomes a clean Odoo sales order. Want us to walk you through it on your own instance? Book a demo →
Loved by wholesalers & distributors
5.0 on the Shopify App Store LevelOps is effectively helping us become a more efficient business by automating drudgerous tasks. Their willingness and ability to improve was impressive. Manually processing B2B orders is something you simply have to deal with if you want to keep specific customers. LevelOps reads orders in various formats and converts them to draft orders for final review. Awesome app and awesome team! LevelOps was exactly what we needed to save manual processing time entering emailed purchase orders into our B2B store. It is literally reading my PDF and uploading a 100+ item order in under 4 minutes. This just made us 10x more efficient. Such a timesaver and super easy to implement! We process purchase orders via EDI, PDF, Excel or email and the entire process has been seamless. The team always listens to feedback.
Questions, answered
What file formats can it read?
PDFs, plain-text and HTML emails, scanned documents, Excel and CSV attachments, plus the order documents your EDI platform produces. There is no required template.
What if a product has no item code?
Matching is highly accurate even with vague descriptions or missing codes. Every order is created for your review first, and LevelOps flags any line it cannot confidently match so nothing wrong is sent.
Does it capture PO numbers, terms and tax?
Yes. The PO number, billing contact, payment terms and tax status are extracted and carried into the Odoo record so it is complete and ready to invoice.
How long does setup take?
Most teams are processing live orders within their first week. If you can log into Odoo, you can be live in about 15 minutes, and we handle the setup with you, so there is no master-data project and nothing to configure on your own.
Can I see it run on my own POs first?
Absolutely, that is what the free assessment is for. Send us a real PO and we will show you the exact Odoo output before you commit.
Stop typing POs into Odoo
Show us a real purchase order and we will walk you through exactly how LevelOps turns it into an Odoo sales order, line by line. No commitment.