How to Integrate EduSign with Odoo Enterprise or Odoo.sh

A Step-by-Step Technical Guide for Seamless Digital Signing Workflows

Why Integrate EduSign with Odoo?

Odoo is a robust ERP platform, but its native digital signing capabilities are limited. EduSign offers a secure, API-driven solution for managing electronic signatures across HR, education, and legal workflows. Integrating EduSign with Odoo Enterprise or Odoo.sh allows you to automate document signing, track status in real time, and maintain compliance with GDPR and other standards.

Prerequisites

Before you begin, make sure you have:

•  An active EduSign API key

•  Admin access to your Odoo Enterprise or Odoo.sh instance

•  Access to Odoo Studio or the ability to create custom modules

•  Basic familiarity with XML-RPC and Python

Step-by-Step Integration Guide

1. Access EduSign API Credentials

Log into your EduSign dashboard and navigate to Settings → API Access. Copy your Bearer Token for authentication.

2. Enable Developer Mode in Odoo

Go to Settings → Activate Developer Mode. This unlocks technical features like external IDs, model access, and custom fields.

3. Create a Custom Module

For Odoo.sh:

• Go to your Github repo linked to Odoo.sh
• Create a new branch: edusign_integration
• Scaffold a new module:

odoo scaffold edusign_integration addons

For Odoo Enterprise (on-premise):

Use Odoo Studio or manually create the module in your server’s addons directory

4. Configure XML-RPC Connection to Odoo

Use Python to authenticate with your Odoo instance:

import xmlrpc.client

url = "https://your-odoo-instance.com"
db = "your_db_name"
username = "admin"
password = "your_password"

common = xmlrpc.client.ServerProxy(f"{url}/xmlrpc/2/common")
uid = common.authenticate(db, username, password, {})
models = xmlrpc.client.ServerProxy(f"{url}/xmlrpc/2/object")

5. Connect to EduSign API

Use Python or JavaScript to connect:

import requests

headers = {
    "Authorization": "Bearer YOUR_EDUSIGN_API_KEY"
}

response = requests.get("https://ext.edusign.fr/v1/users", headers=headers)
print(response.json())

6. Create a Signing Workflow in Odoo

Go to Settings -> Technical -> Automated Actions. Create a new action:

• Model: res.partner or hr.employee
• Trigger: On Creation or Update
• Python Code:

import requests
headers = {
    "Authorization": "Bearer YOUR_EDUSIGN_API_KEY"
}
payload = {
    "email": record.email,
    "document_url": record.document_url
}
requests.post("https://ext.edusign.fr/v1/sign", headers=headers, json=payload)

7. Map EduSign Responses to Odoo

Create a scheduled action to poll EduSign for status updates. Use fields_get to dynamically map EduSign fields to Odoo models:

models.execute_kw(db, uid, password,
    'res.partner', 'fields_get',
    [], {'attributes': ['string', 'help', 'type']})

Testing the Integration

1. Create a test record in Odoo

2.  Trigger the signing workflow

3.  Check the EduSign dashboard for the document

4.  Confirm status updates are reflected in Odoo

Security and Compliance

EduSign is GDPR-compliant and uses TLS encryption. Ensure your Odoo server has a valid SSL certificate and implement role-based access control to restrict signing permissions.

Final Thoughts

Integrating EduSign with Odoo Enterprise or Odoo.sh creates a frictionless, secure, and scalable digital signing experience. Whether you’re managing HR contracts, student enrollments, or vendor agreements, this setup ensures every signature is traceable, compliant, and automated.

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