Integrate IdentityCheck with Odoo ERP Self Hosted via Zapier

Odoo ERP Self Hosted, a comprehensive enterprise resource planning solution, offers powerful features for managing business processes. The integration of IdentityCheck with Odoo ERP Self Hosted via Zapier enhances these capabilities by automating ID verification processes, ensuring a seamless and secure business environment.

Uses for ID Verification in Odoo ERP Self Hosted

Implementing ID verification in Odoo ERP Self Hosted can streamline various business operations:

• Onboarding New Employees: Simplify the documentation and verification processes during employee onboarding.
• Customer Verification: Quickly verify customer IDs to enhance security and trust in transactions.
• Supplier Verification: Ensure the credibility of suppliers by verifying their identification during the procurement process.

Setting Up the Integration

Follow these simple steps to set up the IdentityCheck integration with Odoo ERP Self Hosted using Zapier:

1. Sign Up for Zapier: Log into your Zapier account or create a new one if you don’t have it yet.
2. Create a New Zap: Click on the “Make a Zap” button to start creating a new integration.
3. Select Odoo ERP Self Hosted: Choose Odoo ERP Self Hosted as the trigger app and configure the specific trigger event (e.g., New Record).
4. Connect IdentityCheck: Search for IdentityCheck as the action app in Zapier and select the action event (e.g., Verify ID).
5. Configure Data Mapping: Map the necessary fields between Odoo ERP and IdentityCheck to ensure the correct data is passed for verification.
6. Test the Zap: Test the integration to ensure it’s working as expected.
7. Activate the Zap: Once verified, activate the Zap to start automating the ID verification process.

Using ID Verification with Odoo ERP Self Hosted

After configuring the integration, using ID verification within Odoo ERP Self Hosted becomes straightforward. Here’s how:

1. Trigger Verification: Whenever a new record (e.g., employee, customer) is created within Odoo ERP Self Hosted, the integration with IdentityCheck is triggered.
2. Automated Process: IdentityCheck processes the ID verification automatically using the mapped data from Odoo ERP.
3. Verification Results: The results of the ID verification are returned to Odoo ERP Self Hosted, updating the record with verified information.
4. Review Verification: Business administrators can review the verification results within Odoo ERP Self Hosted to ensure compliance and security.

Leveraging the IdentityCheck integration with Odoo ERP Self Hosted not only enhances security but also improves operational efficiency through automated ID verification processes.