This is the first article in a guide that will walk you through the process of connecting Moss and Odoo.

If you follow this guide step by step, you will have successfully connected Moss and Odoo by the end.

Moss connects to Odoo via API.

Purpose of this article

This article guides you through the steps you need to take before connecting Moss and Odoo.

Checklist (before you connect)

Completing these steps before connecting ensures that your data can be imported and exported correctly from day one.

Before starting the connection process, ensure the following requirements are fulfilled:

You have access to an Odoo 19 environment
Odoo user with sufficient Accounting and Settings permissions
- Learn how to do it
Know your Odoo Base URL
- Learn how to do it
Created an API Key for the integration
- Learn how to do it
Configure your Purchase Journal
- Learn how to do it
Configure you Bank Journal
- Learn how to do it
Configure Suppliers/Vendors
- Learn how to do it

Required permissions

The user connecting Moss to Odoo should have access to:

Settings
Accounting
Journals
Chart of Accounts
Vendors / Suppliers
Analytic Accounting
Payments
API Key Management

We recommend connecting Moss with an administrator account or a user with equivalent permissions.

Obtain your Odoo Base URL

Moss requires your Odoo Base URL to establish the connection.

To locate your Base URL:

Open Odoo.
Navigate to "Settings".
Locate your database information or environment URL.
Copy the full URL.

Example:

https://your-company.odoo.com

Create an API Key

Moss authenticates with Odoo using an API Key.

⚠️ Note: Odoo may only display the API key once. If the key is lost, create a new one.

How to create an API Key:

Open 'My Preferences'.
Navigate to 'Security'.
Select 'Add API Key'. You may have to enter your Odoo password
Give the key a recognizable name such as "Moss Integration" and select a duration. Keep in mind that the integration stops working when the key expires and must be renewed.
Generate the Key with the click on “Generate Key.
Copy and securely store the generated key safely.

Moss Purchase Journal

We recommend creating a Purchase journal exclusively for Moss exports. You can use one of your existing purchase journals instead, but then Moss imports might get mixed up with other purchasing workflows in Odoo.

All transactions (Credit Card Payments, AP Invoices, Employee Reimbursements) will get posted to the “Moss Purchase Journal” in Odoo.

Create your Moss Purchase Journal:

Open Configuration - Journals
Click “New” to create a new journal

Select “Purchase Journal”
Name the journal for example “Moss Purchase Journal” and define the number sequence for journal entries
The journal saves automatically

Moss Bank Journal

All Moss payments (credit card payments, wallet payments for invoices and reimbursements) get created as bank journal entries in Odoo, auto-reconciled with the respective purchase journal entries of the expense

How to create a new bank journal

Open 'Configuration' > 'Journals'
Click “New” to create a new journal
Select Bank
Type in “Moss” and select “Add Moss”
Confirm with click on “Connect”. The journal is now created.
Once created, open your Moss Wallet Bank Journal and map an Outgoing Payments account or create a new one for your Moss payments

Moss Default Supplier

All Moss Credit Card Transactions can be posted against a single “Default Supplier” in Odoo. Alternatively, you can post transactions against the respective supplier accounts of the merchants you pay or apply a hybrid approach where only larger transactions are posted against specific suppliers while smaller expenses get posted against the single credit card supplier.

This account is also used to post Moss currency conversion fees or bank transaction fees if you pay invoices and reimbursements from your Moss Wallet.