Integrations: How-to guides

Connect Shopify, Stripe, Odoo or Xero, so the AI can look up what your customers ask about, and choose what it can change there.

How do I connect Shopify?

Goal: the AI can look up orders, customers and tracking in Shopify and, with a person's approval, add order notes, cancel orders and create draft orders.

Find your store's Shopify address. It ends in .myshopify.com, and a custom domain won't work here. You'll see it in your Shopify admin, under Settings › Domains.
In LittleDesk, go to Settings › Tools & Integrations › Shopify, enter that address, and click Connect.
Sign in to Shopify if it asks, and approve the access it requests: orders, draft orders, customers, products and B2B companies.

Result: you're back on the Shopify page, connected.

How do I connect Stripe?

Goal: the AI can look up customers, subscriptions, charges and invoices in Stripe and, with a person's approval, issue a refund.

In your Stripe Dashboard, open API keys at dashboard.stripe.com/apikeys and create a restricted key.
Give it read access to Customers, Charges, Invoices and Subscriptions.
Give it write access to Refunds, so the AI can propose refunds. Without that, it only looks things up.
Copy the key. In LittleDesk, go to Settings › Tools & Integrations › Stripe, paste it, and click Connect.

Result: LittleDesk tests the key before saving it, and the page shows Stripe as connected.

How do I connect Odoo?

Goal: the AI can look up your customers in Odoo and, with a person's approval, make changes there.

Check your plan. On Odoo Online you need the Custom plan: the Standard plan doesn't allow outside connections. Odoo on your own server works on any edition.
Pick the Odoo user LittleDesk connects as. Every change the AI makes is recorded in Odoo as that user, with a note naming who approved it in LittleDesk. For the AI to make changes, the user needs the rights to change contacts and invoices; a user who can only read lets the AI look things up.
Sign in to Odoo as that user, open My Profile or Preferences, and under Account Security click New API Key. Copy the key: Odoo shows it only once. On Odoo 18 and later a key can be given an expiry date; when it expires, create a new one and paste it into LittleDesk.
In LittleDesk, go to Settings › Tools & Integrations › Odoo, enter your Odoo address, database, username and the API key, and click Connect.

Result: the page says the connection works and lists anything the AI can't change with this user, or on this version of Odoo. The AI makes changes on Odoo 17 to 20; on an older version it only reads.

How do I connect Xero?

Goal: the AI can look up your customers in Xero and, with a person's approval, make changes there.

Go to Settings › Tools & Integrations › Xero and click Connect.
Sign in to Xero, choose the organization, and approve the access Xero asks for.

Result: you're back on the Xero page, connected. Xero records every change the AI makes as the person who connected it, with a note naming who approved it in LittleDesk.

How do I give Xero the new permissions it asks for?

Goal: clear Needs new permissions on a Xero connection made before the AI could change anything there.

Go to Settings › Tools & Integrations › Xero.
Click Reconnect and approve the access Xero asks for, choosing the same organization.

Result: the connection keeps its settings, and the AI can now propose changes in Xero.

What can the AI change in Odoo and Xero?

Five things, each only after a person approves it on the ticket:

Add a note to a contact, an invoice or another record of the customer's.
Email an invoice from Odoo or Xero, with your own invoice template. When a customer asks for a copy, the AI attaches it to its reply instead.
Draft a credit note against one of the customer's invoices, for all of it or part. It's only ever a draft: nothing is credited until your finance team approves it in Odoo or Xero.
Update the postal address or phone printed on the customer's invoices. Never bank details.
Change the email address invoices go to. The approval card warns when the request came on a channel that doesn't verify who's writing, such as email we couldn't verify or the website chat. An email that passes SPF or DKIM gets no warning when its domain publishes no DMARC policy, which many small businesses don't.

The AI changes only the records of the customer the ticket is linked to.

How do I stop the AI changing anything in an integration?

Goal: keep the AI's lookups, but stop it proposing changes.

Go to Settings › Tools & Integrations and open the integration.
Under the heading that says what the AI can change or do there, turn off the switch, such as, on Odoo or Xero, Let the AI propose notes, invoice emails, credit notes and contact changes.

Result: the AI still looks things up there, but proposes no change, and tells an agent who asks for one that changes are turned off. A change approved before you turned it off doesn't run.

Troubleshooting

Shopify says the shop domain isn't valid? Enter the address ending in .myshopify.com, not your store's custom domain.

Odoo says the connection was refused? Check the address, the database name, and the username and API key; the message says which part Odoo refused. On Odoo Online, check you're on the Custom plan. On Odoo 18 and later, the key may have expired.

The page says the AI can't make some changes in Odoo? The Odoo user doesn't have the rights for them. An Odoo admin can give them, then click Test Connection to check again.

Stripe says the key can't read customers, or isn't valid? LittleDesk tests a key before saving it, and doesn't save one that fails. Create a restricted key with the permissions the setup steps list, copy all of it, and paste it again. Those permissions are enough: the key doesn't need access to your Stripe account details.

A change the AI proposed was refused when it ran? The step's line on the ticket says why and who can fix it: changes turned off in settings, a connection without the permission, or the system refusing it.