Zadarma Instructions

1. Module installation in Odoo

To install this module, you need to:

Download the module and add it to the Odoo applications folder. After that, log in to your Odoo server and go to the "Apps" menu. Start the debug mode and update the list by clicking the "Update Apps List" link. Now install the module by clicking the install button.

2. Zadarma Configuration

1. Open the account https://my.zadarma.com online. Log in.

2. Menu - Settings - Integrations and API

3. Create an API key and API secret. Store them in Odoo - "General Settings" menu - PBX - "API Key" and "API Secret". Go to "Production mode".

  • At this point, the "zadarma" module should already be installed.

4. In the Zadarma account, set the odoo URL in the field "PBX phone call notifications" in the format https://your-odoo-url/zadarma. Click the "Update" button.

4.2. Set all checkboxes: NOTIFY_START, NOTIFY_INTERNAL, NOTIFY_END, NOTIFY_OUT_START, NOTIFY_OUT_END, NOTIFY_ANSWER

5. In the Zadarma account, set the odoo URL in the field "Other notifications (webhooks)" in the format https://your-odoo-url/zadarma. Click the "Update" button.

5.2. Set all checkboxes: NUMBER_LOOKUP, CALL_TRACKING, SMS, SPEECH_RECOGNITION

3. Odoo Configuration

1. Open Odoo.

2. Settings - User List - Current User Form - Rights - "PBX" - set "PBX Manager".

2.2. "PBX" tab - set "default number" equals the operator's sip-number. Just get the current operator's sip-phone and check what the sip-number is.

3. If your database contains contacts with phone numbers, you need to reformat all phone numbers. Click Odoo in developer mode - General Settings - Reformat Phone Numbers - Wizard to Reformat All Phone Numbers - Reformat All.

4. In Odoo contacts -

4.1. open the contact form with the phone number.

4.2. Click the button with the handset icon (to the right of the phone number) to make a call.
  • Make sure the sip-phone is turned on.
  • Make sure that the sip-phone is connected to the internal line of the current Odoo user.
  • If the operator's sip-phone does not start ringing, check the current user settings (in the user form).

4.3. After making a test phone call, click "Phone call menu"(handset button in the odoo system menu (to the left of the user icon)) - "All phone calls" - The call you just made should be in the call list.

4.4. "General Settings" menu - "PBX" tab - open PBX number list - you will see that odoo automatically adds the operator's internal PBX. Set the current odoo user for this PBX number.

4.5. Menu Contacts - open the contact form and make a second outbound phone call to this contact. You will see phone call notification. This means everything is set up correctly.

5. "General Settings" menu - "PBX" tab - "PBX gateway phone numbers" - add your company's sip-phone in the format +123456789012. You can see this in the Zadarma web account - menu - My PBX - Internal numbers - any number - CallerID field. This parameter will enable the function of redirecting the client's phone call to the manager.