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.

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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

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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

📸 [Insert screenshot of mapping example]

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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

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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

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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

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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

📸 [Insert screenshot of a stock picking setup]

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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

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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

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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

* Not supported 100%

** Need Odoo Upgrade