Open Source CRM Python Tutorial
In this tutorial I will show you how to install an open source CRM that uses Python.
Install PostgreSQL on Fedora
$ sudo dnf install -y postgresql-server
Installing:
postgresql-server (9.6.5-1.fc26)
Installing dependencies:
postgresql
Install PostgreSQL on Ubuntu
Similar process but in Ubuntu.
$ sudo apt-get -y install postgresql
See docs for PostgreSQL on Ubuntu here and PostgreSQL on Windows here.
Initialize PostgreSQL
$ sudo postgresql-setup initdb
WARNING: using obsoleted argument syntax, try --help
WARNING: arguments transformed to: postgresql-setup --initdb --unit postgresql
* Initializing database in '/var/lib/pgsql/data'
* Initialized, logs are in /var/lib/pgsql/initdb_postgresql.log
Open source CRM preview
Start PostgreSQL
$ sudo systemctl enable postgresql
Created symlink /etc/systemd/system/multi-user.target.wants/postgresql.service → /usr/lib/systemd/system/postgresql.service.
$ sudo systemctl start postgresql
No output
Install yum-utils
$ sudo dnf install yum-utils
Last metadata expiration check: 0:55:00 ago on Sun 19 Nov 2017 05:55:48 PM EST.
Package yum-utils-1.1.31-512.fc26.noarch is already installed, skipping.
Dependencies resolved.
Nothing to do.
Complete!
Add the repository of the open source CRM
$ sudo dnf config-manager --add-repo=https://nightly.odoo.com/11.0/nightly/rpm/odoo.repo
Adding repo from: https://nightly.odoo.com/11.0/nightly/rpm/odoo.repo
Look at this preview
Install Python CRM
$ sudo dnf install -y odoo
Click to see Output
Installing:
odoo 11.0.post20171119-1odoo-nightly 96 M
Installing dependencies:
babel 2.3.4-5.fc26
graphviz 2.40.1-4.fc26
gts 0.7.6-30.20121130.fc26
lasi 1.1.2-7.fc26
libxslt-python 1.1.29-1.fc26
netpbm 10.80.00-2.fc26
nodejs-less 2.7.2-2.fc26
pychartnoarch 1.39-22.fc26
pyparsing 2.1.10-3.fc26
python-libxml2 2.9.4-2.fc26
python2-pyparsing 2.1.10-3.fc26
python3-PyPDF2 1.25.1-15.fc26
python3-PyYAML 3.12-3.fc26
python3-babel 2.3.4-5.fc26
python3-dateutil 1:2.6.0-3.fc26
python3-docutils 0.13.1-4.fc26
python3-feedparser 5.2.1-1.fc26
python3-funcsigs 1.0.2-5.fc26
python3-gevent 1.1.2-3.fc26
python3-greenlet 0.4.11-2.fc26
python3-html2text 2016.9.19-2.fc26
python3-jinja2 2.9.6-1.fc26
python3-mock 2.0.0-4.fc26
python3-num2words 0.5.4-2.fc26
python3-ofxparse 0.16-2.fc26
python3-passlib 1.7.0-4.fc26
python3-pbr 1.10.0-4.fc26
python3-psutil 5.0.1-2.fc26
python3-psycopg2 2.6.2-4.fc26
python3-pyasn1-modules 0.2.3-1.fc26
python3-pydot 1.0.28-15.fc26
python3-pyldap 2.4.35.1-2.fc26
python3-pyserial 3.1.1-3.fc26
python3-pyusb 1.0.0-4.fc26
python3-qrcode 5.1-6.fc26
python3-qrcode-core 5.1-6.fc26
python3-reportlab 3.3.0-4.fc26
python3-stdnum 1.3-4.fc26
python3-suds 0.7-0.4.94664ddd46a6.fc26
python3-vatnumber 1.2-5.fc26
python3-vobject 0.9.4.1-2.fc26
python3-werkzeug 0.11.10-5.fc26
python3-xlrd 1.0.0-6.fc26
python3-xlwt 1.1.2-2.fc26
xorg-x11-fonts-ISO8859-1-100dpi 7.5-17.fc26
Install 46 Packages
Total download size: 113 M
Installed size: 477 M
Running transaction
Preparing:
Installing: python3-suds-0.7-0.4.94664ddd46a6.fc26.noarch
Installing: python3-greenlet-0.4.11-2.fc26.x86_64
Installing: python3-dateutil-1:2.6.0-3.fc26.noarch
Installing: python3-babel-2.3.4-5.fc26.noarch
Installing: babel-2.3.4-5.fc26.noarch
Installing: python3-vobject-0.9.4.1-2.fc26.noarch
Installing: python3-gevent-1.1.2-3.fc26.x86_64
Installing: python3-vatnumber-1.2-5.fc26.noarch
Installing: netpbm-10.80.00-2.fc26.x86_64
Running scriptlet: netpbm-10.80.00-2.fc26.x86_64
Installing: gts-0.7.6-30.20121130.fc26.x86_64
Running scriptlet: gts-0.7.6-30.20121130.fc26.x86_64
Installing: python3-xlrd-1.0.0-6.fc26.noarch
Installing: xorg-x11-fonts-ISO8859-1-100dpi-7.5-17.fc26.noarch
Running scriptlet: xorg-x11-fonts-ISO8859-1-100dpi-7.5-17.fc26.noarch
Installing: lasi-1.1.2-7.fc26.x86_64
Running scriptlet: lasi-1.1.2-7.fc26.x86_64
Installing: graphviz-2.40.1-4.fc26.x86_64
Running scriptlet: graphviz-2.40.1-4.fc26.x86_64
Installing: python3-pydot-1.0.28-15.fc26.noarch
Installing: python3-qrcode-core-5.1-6.fc26.noarch
Installing: python3-qrcode-5.1-6.fc26.noarch
Installing: python3-pyasn1-modules-0.2.3-1.fc26.noarch
Installing: python3-pyldap-2.4.35.1-2.fc26.x86_64
Installing: python3-pbr-1.10.0-4.fc26.noarch
Installing: python3-funcsigs-1.0.2-5.fc26.noarch
Installing: python3-mock-2.0.0-4.fc26.noarch
Installing: python2-pyparsing-2.1.10-3.fc26.noarch
Installing: python2-pyparsing-2.1.10-3.fc26.noarch
Installing: pyparsing-2.1.10-3.fc26.noarch
Installing: python-libxml2-2.9.4-2.fc26.x86_64
Installing: libxslt-python-1.1.29-1.fc26.x86_64
Installing: python3-xlwt-1.1.2-2.fc26.noarch
Installing: python3-werkzeug-0.11.10-5.fc26.noarch
Installing: python3-stdnum-1.3-4.fc26.noarch
Installing: python3-reportlab-3.3.0-4.fc26.x86_64
Installing: python3-pyusb-1.0.0-4.fc26.noarch
Installing: python3-pyserial-3.1.1-3.fc26.noarch
Installing: python3-psycopg2-2.6.2-4.fc26.x86_64
Installing: python3-psutil-5.0.1-2.fc26.x86_64
Installing: python3-passlib-1.7.0-4.fc26.noarch
Installing: python3-ofxparse-0.16-2.fc26.noarch
Installing: python3-num2words-0.5.4-2.fc26.noarch
Installing: python3-jinja2-2.9.6-1.fc26.noarch
Installing: python3-html2text-2016.9.19-2.fc26.noarch
Installing: python3-feedparser-5.2.1-1.fc26.noarch
Installing: python3-docutils-0.13.1-4.fc26.noarch
Installing: python3-PyYAML-3.12-3.fc26.x86_64
Installing: python3-PyPDF2-1.25.1-15.fc26.noarch
Installing: pychart-1.39-22.fc26.noarch
Installing: nodejs-less-2.7.2-2.fc26.noarch
Installing: odoo-11.0.post20171119-1.noarch
Running scriptlet: odoo-11.0.post20171119-1.noarch
Installed:
odoo.noarch 11.0.post20171119-1
babel.noarch 2.3.4-5.fc26
graphviz.x86_64 2.40.1-4.fc26
gts.x86_64 0.7.6-30.20121130.fc26
lasi.x86_64 1.1.2-7.fc26
libxslt-python.x86_64 1.1.29-1.fc26
netpbm.x86_64 10.80.00-2.fc26
nodejs-less.noarch 2.7.2-2.fc26
pychart.noarch 1.39-22.fc26
pyparsing.noarch 2.1.10-3.fc26
python-libxml2.x86_64 2.9.4-2.fc26
python2-pyparsing.noarch 2.1.10-3.fc26
python3-PyPDF2.noarch 1.25.1-15.fc26
python3-PyYAML.x86_64 3.12-3.fc26
python3-babel.noarch 2.3.4-5.fc26
python3-dateutil.noarch 1:2.6.0-3.fc26
python3-docutils.noarch 0.13.1-4.fc26
python3-feedparser.noarch 5.2.1-1.fc26
python3-funcsigs.noarch 1.0.2-5.fc26
python3-gevent.x86_64 1.1.2-3.fc26
python3-greenlet.x86_64 0.4.11-2.fc26
python3-html2text.noarch 2016.9.19-2.fc26
python3-jinja2.noarch 2.9.6-1.fc26
python3-mock.noarch 2.0.0-4.fc26
python3-num2words.noarch 0.5.4-2.fc26
python3-ofxparse.noarch 0.16-2.fc26
python3-passlib.noarch 1.7.0-4.fc26
python3-pbr.noarch 1.10.0-4.fc26
python3-psutil.x86_64 5.0.1-2.fc26
python3-psycopg2.x86_64 2.6.2-4.fc26
python3-pyasn1-modules.noarch 0.2.3-1.fc26
python3-pydot.noarch 1.0.28-15.fc26
python3-pyldap.x86_64 2.4.35.1-2.fc26
python3-pyserial.noarch 3.1.1-3.fc26
python3-pyusb.noarch 1.0.0-4.fc26
python3-qrcode.noarch 5.1-6.fc26
python3-qrcode-core.noarch 5.1-6.fc26
python3-reportlab.x86_64 3.3.0-4.fc26
python3-stdnum.noarch 1.3-4.fc26
python3-suds.noarch 0.7-0.4.94664ddd46a6.fc26
python3-vatnumber.noarch 1.2-5.fc26
python3-vobject.noarch 0.9.4.1-2.fc26
python3-werkzeug.noarch 0.11.10-5.fc26
python3-xlrd.noarch 1.0.0-6.fc26
python3-xlwt.noarch 1.1.2-2.fc26
xorg-x11-fonts-ISO8859-1-100dpi.noarch 7.5-17.fc26
Start the open source CRM
$ sudo systemctl enable odoo
Created symlink /etc/systemd/system/multi-user.target.wants/odoo.service → /usr/lib/systemd/system/odoo.service.
$ sudo systemctl start odoo
Running the CRM
Browse to:
localhost:8069
The first screen you will see has this URL:
localhost:8069/web/database/selector
It will show you this screen to setup the database:
You will have the option to Load demonstration data.
Open source CRM demo data
If you choose the option to load demonstration data, it will send you to the Apps screen.
Go to CRM and click install. The next screen will be the Inbox.
From here you can navigate the top menu:
- Discuss
- Calendar
- Contacts
- CRM
- Apps
- Settings
Once you review all demo data, you might be inclined to delete all demo data and start with your own data.
Create a new database
You can create a new database.
Use this URL to select databases
http://localhost:8069/web/database/selector
Use this URL to manage databases:
http://localhost:8069/web/database/manager
In my example. When I created the database with the demo data, I named it crm.
If you hit delete. You will get this screen:
When you confirm deletion. You will go back to this screen:
Once the database is created. It will go back to Apps where you can install the CRM module.
You will now have a clean install of the CRM.
Open source CRM documentation
Follow the official documentation for Odoo open source CRM here