Integrations
How Planning connects to other SmartERP applications and to email and SMS - what it reads, what it writes, and which bridge does it.
This page is a reference for administrators and implementers. It lists every connection of Planning with another SmartERP module or an outside service, in both directions.
Map of the connections#
[planning-module-map]
With other SmartERP applications#
| Application | Bridge | Planning reads | Planning writes or adds |
|---|---|---|---|
| Employees | (core) | Employees, departments, managers, work email, work mobile | Planning roles and default role on the employee form; a private schedule token on the employee; a Shifts button on the employee form for planners |
| Resource (working time) | (core) | Working calendars, time zones, calendar leaves (time off, public holidays) | Planning roles and default role on resources; Materials (resources of type Material) |
| Time Off | Time Off | Time off requests in states To Approve, Second Approval and Approved | Warnings, filter and marker; a note on each overlapping shift when time off is approved |
| Contracts | Contracts | Valid contracts (Running, Expired, or New and ready) | Warnings, filter and marker; contract checks when dragging, taking and broadcasting |
| Skills | Skills | Employee skills and levels | Required skills on shifts and templates; filter by skill |
| Attendances | Attendances | Check-ins and check-outs | Late, early-leave, extra-hour and no-show fields on shifts; the report; the missed-start alert |
| Project | Project | Projects, tasks, project managers, allocated hours | Project and task on shifts and templates; planned, open and remaining hours on tasks and projects; rules so project managers plan their projects |
| Sales | Sales | Orders, order lines, products, units of measure | Plannable services; open shifts created when an order is confirmed; hours planned, to plan and done on order lines; a note, and activities for the shift manager, when an order is reduced or cancelled |
| Timesheets | Timesheets (needs the Project bridge) | Timesheet lines | A link from each line to its shift; effective hours, variance, progress and actual cost; draft timesheets proposed from finished shifts |
| Digest | (core) | Two KPIs, Open Shifts and Hours Planned | |
| Discuss, Activities | (core) | Notes in each shift's chatter; activities Approve shift change, Missed shift start, Sales order cancelled | |
| Portal | (core) | Public pages under /planning/..., each protected by two secret codes |
Another SmartERP module, ashewa_ai_bridge, adds a technical field to shifts when it is installed. It is not part of Planning and is not described here.
With email and SMS#
- Email. Planning sends four emails (shift published, schedule sent, shift reminder, open shift available) through Odoo's mail system, so your outgoing mail server settings apply. Emails go to the employee's work email, or to the user's email if there is none. See Configuration.
- SMS. The SMS bridge sends shift reminders through Odoo's SMS service. It uses the paid credits of that service, so check your balance and the Reminders by SMS setting.
With people who have no login#
The personal schedule link, the open shift link and their pages are the only way in from outside. They are described in the Portal guide and, for developers, in the Automation reference.
What Planning does not connect to#
- There is no API key, webhook or custom outgoing call. The only outside services Planning uses are Odoo's own mail and SMS sending.
- There is no payroll connection. Costs are planning figures; see Overview.
- There is no import of Odoo Enterprise Planning data.
To move data in or out, use Odoo's own import and export (the Export action in a list), or the standard external API with a user that has the right access.