Connector · Partner data enrichment

OpenAPI Company

From VAT number to a complete, structured, financially-scored partner. Official CCIAA data, balance sheets and credit health rendered natively inside Odoo.

Features

What the connector does

VAT-based lookup

Type the Italian VAT number on a partner record and press refresh. The connector pulls official data from CCIAA via OpenAPI in a few seconds.

Official registry data

Legal name, legal form, ATECO code, incorporation date, legal representatives, PEC, sede legale. All kept consistent on the Odoo partner.

Balance sheet & P&L

Last filed financial statements rendered as a readable report inside the partner record. No need to open the CCIAA portal.

Financial KPIs

ROS, ROE, ROI, current ratio computed with configurable thresholds. Compare counterparties on a single scale.

Credit health score

Combined health status (green / yellow / red) summarizing the KPIs. Immediate flag for commercial decisions, credit limits, dunning rules.

Native Odoo integration

All data lives on res.partner, visible in form view, usable in filters, server actions, automated flows. No external dashboard to maintain.

Scoring

Financial indicators & health status

ROS
Return on Sales
Default green threshold: ≥ 5%
ROE
Return on Equity
Default green threshold: ≥ 8%
ROI
Return on Investment
Default green threshold: ≥ 5%
CR
Current Ratio
Default green threshold: ≥ 1.2
Healthy
Watch
Critical
Not available

Thresholds are configurable per company. The combined status is the worst-of across configured indicators, so a single critical KPI is enough to flag the partner.

Use cases

Where it earns its keep

Credit control & fidi

Automated workflows block new orders if the health score drops below threshold. Credit limit computed from financial indicators.

Lead qualification

Sales automatically see financial KPIs before writing a quote. Qualify quickly, avoid dead-end prospects.

Vendor onboarding

Procurement checks suppliers' financial health before signing contracts. Historical data of balance sheets archived on the partner record.

Mass data cleanup

Bulk refresh thousands of existing partners to fill missing official data without manual input.

Enrich your Odoo partners today

We can configure the connector on your Odoo instance in less than a day. Pricing per API call is pass-through; we only charge integration and configuration.

Odoo partner enrichment from VAT number | Bloomup