Prerequisites:
- Manager permissions on your UseHatchApp.com account
- Hatch Manager permissions on your MetricWise.net account
- MetricWise 18.0.54 or later
Steps:
-
Login to Hatch: https://app.usehatchapp.com/login
- In the left sidebar, click on the > to the left of your workspace, then select Integrations
- Select Custom Sources, then Create Custom Source
- Set Source Label = Odoo
- Click Create Custom Source (again), then the Back arrow in the top left
- Select API Keys, then Create API Key
- Set API Key Label = Odoo
- Create Create API Key (again), then the Back arrow in the top left
- Copy the API Key
- Login to your MetricWise server.
- Home > Leads, Configuration > UseHatchApp.com > Workspaces
- Create a new workspace
- Set Name = the name of your Hatch workspace
- Set Api Key = paste the API key
- Save
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