Tutorials

Odoo Setup & Configuration Tutorials, Explained Step by Step

Step-by-step tutorials for deploying and managing Odoo with Easy Instance, covering everything from your first instance to custom domains, automated backups, addon installs, and version upgrades.

5 steps
Getting Started

Deploy Your First Odoo Instance

Learn how to set up and deploy a fully configured Odoo instance in under 60 seconds using Easy Instance.

  1. Sign in to your Easy Instance dashboard and click New Instance.
  2. Choose your Odoo version: Community or Enterprise, anywhere from Odoo 16 to Odoo 19.
  3. Pick a server region closest to your users (US, EU, Asia, South America).
  4. Click Deploy. Easy Instance automatically sets up your database, server, and security certificates.
  5. Your instance is live at a unique subdomain in under 60 seconds. No server setup or command line required.
5 steps
Getting Started

Navigating the Dashboard

A complete walkthrough of the Easy Instance dashboard. See how to manage Odoo instances, check live metrics, and find every setting in one place.

  1. Your dashboard lists all active Odoo instances with live CPU, memory, and uptime status.
  2. Click an instance to open its detail panel, where you'll find server metrics, recent activity, and quick actions.
  3. The left sidebar gives you Shell (a browser terminal), Backups, Addons, Metrics, and Settings; domain management is tucked inside Settings.
  4. The Activity Feed shows every deploy, backup, and configuration change with timestamps.
  5. Manage billing, team members, and account settings from the top-right account menu.
5 steps
Configuration

Connecting a Custom Domain to Odoo

Step-by-step guide to pointing your own domain or subdomain to your Odoo instance with automatic SSL certificate provisioning.

  1. Go to Settings → Domain Management for your project in the Easy Instance dashboard.
  2. Enter your custom domain name (e.g. odoo.yourcompany.com or erp.yourdomain.com).
  3. Log in to your DNS provider and create a CNAME record pointing to your Easy Instance subdomain.
  4. Wait for DNS propagation, which usually takes 5 to 30 minutes depending on your provider.
  5. Easy Instance automatically issues a free SSL certificate via Let's Encrypt and renews it every 90 days. Your Odoo runs at your custom domain over HTTPS immediately after DNS propagates.
5 steps
Addons

Installing Custom Odoo Addons & Modules

How to upload, install, and manage custom Odoo modules and third-party addons through the Easy Instance dashboard.

  1. Go to the Addons tab of your instance.
  2. To install a custom module: upload a .zip file containing your Odoo addon, or connect a GitHub repository for automatic sync on every push.
  3. To install from the marketplace: browse and install from thousands of certified Odoo community modules in one click.
  4. Easy Instance checks module dependencies and compatibility before installing anything, so you're not stuck untangling requirements by hand.
  5. Installed modules appear in your Odoo Apps list immediately. Manage, update, or uninstall from the same Addons tab.
5 steps
Configuration

Setting Up Automated Odoo Backups

Configure scheduled daily and hourly backups for your Odoo database, trigger manual snapshots, and restore from any backup in one click.

  1. Go to the Backups tab of your Odoo instance.
  2. Choose your backup schedule: daily (all plans), hourly (Growth and Scale plans), or custom intervals.
  3. Set a retention period of up to 90 days. Older backups get pruned automatically.
  4. To trigger a manual backup: click Take Snapshot and it starts immediately.
  5. To restore: click any backup in the list and choose Restore to this instance or Restore to new instance (for testing without affecting production). All backups are encrypted at rest with AES-256.
5 steps
Advanced

Scaling to Multiple Odoo Instances

How to launch and manage multiple Odoo instances for different teams, clients, or environments from a single Easy Instance account.

  1. From your main dashboard, click New Instance to launch an additional Odoo deployment.
  2. Each instance is fully isolated: its own database, subdomain, and SSL certificate.
  3. Switch between instances right from the dashboard sidebar, without logging in and out each time.
  4. Common use cases: one instance per client, separate staging and production environments, or running different Odoo versions simultaneously.
  5. Billing is per instance. You can pause or delete instances you no longer need from instance Settings.
5 steps
Configuration

Managing Team Users & Permissions

Control who can access your Odoo instances, assign dashboard roles, and configure team-level permissions in Easy Instance.

  1. Go to instance Settings → Team Members.
  2. Invite team members by email address. They receive an invitation link to join your organization.
  3. Assign dashboard roles: Admin (full access including billing), Developer (terminal, addons, deployments), or Viewer (read-only metrics and logs).
  4. Dashboard permissions are separate from Odoo-level user accounts. Manage Odoo users from inside Odoo Settings → Users & Companies → Users.
  5. Remove a team member any time from Settings → Team Members, and their access is revoked right away.
5 steps
Advanced

Upgrading Your Odoo Version

A safe walkthrough of moving from one Odoo major version to another: what to expect, how the process works, and how to roll back if something goes wrong.

  1. Go to instance Settings → Version. Easy Instance supports in-place upgrades between Odoo major versions (e.g. Odoo 16 to Odoo 19).
  2. Review the pre-upgrade checklist: custom modules are scanned for compatibility issues before the process begins.
  3. Easy Instance automatically creates a full database backup before starting, so you can restore your current version at any point.
  4. The upgrade runs on an isolated staging copy first. Review your data, test key workflows, and confirm everything works.
  5. Approve the upgrade to apply it to your live instance. If anything is wrong, click Roll Back to restore the pre-upgrade backup in one click.
5 steps
Addons

Integrating Payment Gateways, CRMs & Third-Party Apps

Connect Stripe, PayPal, HubSpot, shipping carriers, and other third-party services to your Odoo instance via Easy Instance.

  1. Go to the Marketplace tab in your instance dashboard to browse available integrations.
  2. Payment gateways (Stripe, PayPal, Authorize.net), shipping carriers (FedEx, DHL, UPS), and CRM platforms (HubSpot, Salesforce) are available as installable Odoo modules.
  3. Install the integration module from the Marketplace. Configure API keys and credentials from inside Odoo Settings.
  4. For custom API integrations that require Python packages: use the Package Manager tab to install PyPI dependencies (e.g. requests, stripe, boto3) without touching the command line.
  5. For webhook-based integrations, Easy Instance exposes your Odoo instance at a stable HTTPS URL suitable for use as a webhook endpoint.
FAQ

Common questions, answered.

How do I deploy Odoo in 60 seconds?
Choose an Odoo version, name your instance, and kick off an Odoo deploy. Easy Instance provisions, configures, and launches everything automatically, so there's no server setup on your end.
How do I connect a custom domain to my Odoo instance?
Add your domain in the instance dashboard and point its DNS to Easy Instance. From there, SSL is issued and renewed automatically.
How do I install custom Odoo addons?
Connect a GitHub repository from your instance settings; Easy Instance pulls and installs your addons automatically on every push.
How do I set up automated backups?
Backups run daily by default on every instance, with point-in-time restore already switched on.
How do I upgrade my Odoo version?
Request an upgrade from your instance dashboard; Easy Instance handles the migration and keeps a backup of your previous version.
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