Main Odoo Modules – Required Field Mapping

With our Gravity Forms to Odoo, you can easily send data from your WordPress forms to key Odoo modules. Below is a guide covering the most relevant modules, the mandatory fields required for successful integration, and optional fields you can map for enhanced functionality.

CRM Leads & Opportunities (crm.lead)

Convert form submissions into leads or opportunities automatically.

Use Case: Contact forms, demo requests, quote inquiries.

Required Fields

Odoo Field	Description	Gravity Forms Field Type
name	Lead/Opportunity Name	Text
type	Lead or Opportunity Type	Hidden/Select
email_from	Email of Contact	Email
phone	Phone Number	Phone

Optional Fields

• description: Additional notes
• partner_name: Company name
• priority: Importance level
• source_id: Source of the lead

Odoo Field	Description	Gravity Forms Field Type
contact_name	Contact Name	Text
description	Description of the Lead	Paragraph Text
priority	Priority Level	Dropdown
tag_ids	Tags	Checkbox/Select

Contacts & Companies (res.partner)

Sync customers, vendors, or companies collected from forms.

Use Case: Registration forms, contact management.

Required Fields

Odoo Field	Description	Gravity Forms Field Type
name	Full Name or Company	Text

Optional Fields

Odoo Field	Description	Gravity Forms Field Type
street	Street Address	Text
city	City	Text
country_id	Country	Dropdown/Hidden
vat	VAT Number	Text
email	Email Address	Email
phone	Phone Number	Phone
company_type	Individual or company	Selection

Countries (res.country)

Link Gravity Forms dropdowns to Odoo's built-in country list.

Use Case: Address forms, country-specific logic.

Required Fields

Odoo Field	Description	Gravity Forms Field Type
name	Country label	Text
code	ISO code	Text
phoe_code	Country code Reference	Number

Optional Fields

Odoo Field	Description	Gravity Forms Field Type
address_format	Defines how the address is displayed for this country using templates.	Text
name_position	Sets whether the contact name appears before or after the company name.	Text
vat_label	Custom label for the VAT field. Use this field if you want to change VAT label	Text
state_required	Indicates if the state/province field is mandatory.	Selection
zip_required	Indicates if the postal code field is mandatory.	Selection

Sales Orders (sale.order)*

Generate sales orders or quotations directly from form data.

Use Case: Order forms, B2B quote requests.

Required Fields

Odoo Field	Description	Gravity Forms Field Type
name	Customer's Name	Text
partner_id	Customer	Text / Number
order_line	Order Line Items	Repeater / Nested

Invoices / Journal Entry (account.move)*

Send data to create draft invoices based on submissions.

Use Case: Subscription signups, service payments.

Required Fields

Odoo Field	Description	Gravity Forms Field Type
partner_id	Customer	Hidden/Select
journal_id	Journal	Select/Hidden
invoice_line_ids	Items	Repeater / Nested
move_type	Invoice type (out_invoice, in_invoice, etc.)	Hidden / Select
invoice_date	Invoice Date	Date

Optional Fields

Odoo Field	Description	Gravity Forms Field Type
payment_reference	Payment Ref	Text
invoice_date	Invoice Date	Date Picker
payment_term_id	Payment Terms	Dropdown/Select
ref	Customer reference	Text
invoice_date_due	Due date	Date
invoice_source_email	Email source (e.g., from external system)	Email / Text
narration	Internal notes	Paragraph / HTML

Delivery Orders (stock.picking)

Trigger inventory movements such as deliveries or transfers.

Use Case: Shipping requests, internal transfers.

Required Fields

• location_id: Source location
• location_dest_id: Destination location
• picking_type_id: Operation type

Odoo Field	Description	Gravity Forms Field Type
location_id	Source Location	Dropdown/Hidden
location_dest_id	Destination Location	Dropdown/Hidden

Optional Fields

• move_lines: Specific product transfers
• scheduled_date

Odoo Field	Description	Gravity Forms Field Type
move_lines	Stock Items	Repeater/Nested
scheduled_date	Delivery Date	Date Picker

Tasks (project.task) – Project (project.project)

Create tasks or projects for teams based on internal or external form submissions.

Use Case: Feature requests, bug reports, project tracking.

Required Fields

Odoo Field	Description	Gravity Forms Field Type
name	Task Title	Text

Optional Fields

Odoo Field	Description	Gravity Forms Field Type
deadline	Task Deadline	Date Picker
description	Task Description	Paragraph Text

Helpdesk Tickets (helpdesk.ticket)**

Transform form responses into tickets for customer support.

Use Case: Support requests, warranty claims.

Required Fields

Odoo Field	Description	Gravity Forms Field Type
name	Ticket Title	Text
partner_id	Customer	Hidden/Select

Optional Fields

Odoo Field	Description	Gravity Forms Field Type
tag_ids	Tags	Checkbox/Select
priority	Priority Level	Dropdown
stage_id	Ticket Stage	Dropdown/Hidden

Users (res.users)

Assign tasks, leads, or tickets to specific people based on logic.

Use Case: Round-robin assignment, department-based routing.

Required Fields

• user_id or assigned_user_id: ID of the user

Odoo Field	Description	Gravity Forms Field Type
login	Username	Text
name	Customer's name	Text
email	Customer's email	Text

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