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E-conomic - Setup guide

For administrators. Follow the steps in order; the Getting Started page under the Help menu shows your live progress.

1. App tokens (once per Odoo instance)

Set the system parameter economic_app_secrete_token to your e-conomic app secret token (Settings - Technical - System Parameters). Without it no request reaches e-conomic.

2. Connect an agreement (per company)

Configuration - Webhooks - New Access starts the activation flow: log in to e-conomic, approve the app, and the agreement grant token is stored on a new login. Set the login on the company (company form - E-conomic login).

3. First full synchronisation

Open the login and use Synchronise all, or pick parts with Synchronise.... Master data loads before partners before entries. Large agreements: fetch documents and the full invoice archive outside working hours.

4. Real-time updates

Generate webhooks from the Synchronise dialog. Incoming events appear under Configuration - Webhooks - Notifications and are processed automatically.

5. Grant users access

Two access levels: E-conomic - user (day-to-day) and E-conomic - administrator (setup, sync and maintenance).