What Odoo versions does togrant.com support?

Odoo 17, 18 and 19 — both Community and Enterprise. togrant.com uses the standard XML-RPC API only, so there is no module to install and no compatibility risk on upgrade.

Do I need to install a custom Odoo module?

No. togrant.com uses the standard Odoo XML-RPC API only. No module installation, no Studio fields, no server actions. Your Odoo stays vanilla and fully upgradeable.

What grant donor formats does togrant.com support?

togrant.com ships ten pre-loaded grant cycle templates covering the most common institutional donors: EU/INTPA (PRAG), USAID, UN agencies, FCDO, GIZ/BMZ, Sida, MFA framework, Embassy/in-country funds and private foundations. Each template carries the donor's own budget categories and stage progression.

Does togrant.com work with multi-company Odoo setups?

Yes. You can route specific grants and projects to specific Odoo companies (res.company). This is useful when country offices or subsidiaries each run as a separate Odoo company within one database.

What authentication methods does togrant.com support?

Magic-link email sign-in by default — no passwords to phish, no rotation policy to enforce. SSO via Microsoft Entra and Google Workspace is available on Team and Enterprise plans.

Funktionen

Was togrant.com leistet, von Anfang bis Ende.

Jede der unten aufgeführten Funktionen ist heute in der Produktion aktiv und läuft gegen echte Odoo-Mandanten. Jede wurde entwickelt, weil eine Non-Profit danach gefragt hat — die Liste liest sich wie eine Checkliste dessen, was geförderte Arbeit tatsächlich braucht.

▶ Lieber sehen, wie es funktioniert? Den 3-Minuten-Rundgang ansehen — then come back to the list.

Förderzyklen und Vorlagen

Per-cycle stages. Concept Note → Proposal & Budget → Assessment → Decision → Contract. Stages are editable; you can add donor-specific ones like "External due diligence" or "Board approval".
Required forms & documents per stage. Define them in the template; togrant.com enforces them when applications move forward.
Editable cycle types. Rename them, add new ones, archive obsolete ones. The "no templates attached" guard keeps you from deleting a type that still has live work on it.
Ten pre-loaded example templates. EU centralised, Embassy / in-country, MFA framework, Private foundation, USAID, UN agency, FCDO, GIZ / BMZ, Sida. Copy one to your own template and tweak — your copy starts archived so you can rename + adjust before exposing it.

Budgetkategorien und Detailzeilen

Per-cycle budget categories. EU PRAG uses HR / Travel / Equipment / Office / Services / Indirect 7%; USAID uses Personnel / Fringe / Travel / Equipment / Supplies / Contractual / NICRA. Each cycle owns its own set — no global enum that forces every donor into the same shape.
Per-project detail lines. Underneath each category, the actual budget lines (e.g. "Project Director, 50%, 36 months @ €3,500/mo"). Cycle templates carry default detail lines; project budgets inherit them and can be edited per implementation.
% of direct. Indirect categories support automatic "% of direct" calculation — change the percentage, all downstream numbers recompute.
EU template export. Multi-tab XLSX matching the EU PRAG budget template, with the right structure for donor submission.

Manual chapters: budget categories & detail templates · per-project detail lines · grant detail page

Per-cycle budget categories — Personnel / Fringe / Travel / Equipment / NICRA indirect, each with a code that maps to one Odoo Plan 2 account

Cycle-level detail templates — every grant created from this cycle inherits these rows, edits stay local to the grant

Berichtsrhythmus

Period generation per cycle. Annual, quarterly, mid-term at month N, final at grant end. Period boundaries respect the tenant's fiscal-year-start month.
Date-filtered actuals. Periods filter the Odoo analytic-line pull, so "Q2 2026" actuals are just Q2 2026 actuals.
Donor exports per period. EU-shaped today; USAID, UN, FCDO formats on request.

Read the reporting chapter →

Period reporting — revised budget vs actuals vs remaining, per category, with one-click export to the donor's own template

Odoo-Integration

Standard XML-RPC API only. No Odoo module, no Studio fields, no server actions. Compatible with Odoo Community and Enterprise.
Three analytic plans, dynamically populated. Plan 1 (Project), Plan 2 (Donor budget line), Plan 3 (Donor budget detail). Accounts are created on demand based on your cycle's categories and detail lines.
Per-project Odoo company override. Multi-entity orgs can route specific projects to specific Odoo companies (res.company) — useful when you've set up a branch, subsidiary, or country office as a separate Odoo company.
Idempotency keys + sync log. Every API call is keyed by tenant:entity:operation and writes to a sync log. Retries never duplicate. Failures are visible, never silent.
Connection health monitoring. 5-minute cron pings each tenant's Odoo. Red / amber / green status on the admin dashboard.

Deep dive: how togrant.com talks to Odoo · manual chapters on Odoo connection · sync log · integration health

Multi-Tenant-fähig, Single-Tenant-fokussiert

Tenant-scoped queries everywhere. Every database query passes through a tenant-scoping helper. There's no shared-data leak surface.
Custom labels per tenant. Don't like "Projects" or "Organizational units"? Rename to "Programmes" or "Country offices". Labels flow through every screen and the user manual.
Per-tenant Odoo configuration. URL, database, service-account credentials, fiscal year. Each tenant owns its own settings.

Authentifizierung und Sicherheit

Magic-link sign-in by default. No passwords to phish, no rotation policy to write. Email lands in 6 seconds via SMTP2GO; link expires in 15 minutes; sessions are HttpOnly + Secure + SameSite=Lax.
SSO on Team and Enterprise. Microsoft Entra and Google Workspace.
Server-side permission checks on every mutating route. Hiding a button is never our only line of defence.
Per-user role assignments. Programme officer, finance officer, organization admin, superadmin. Roles gate sensitive screens.

Manual: users & invites · roles & permissions

Betriebliche Details

Hosted on Cloudflare Workers + D1 + R2. Sub-100ms TTFB from any continent.
EU-only data residency. D1 + R2 buckets in the EU region.
Restore points before every production-touching change. Git tag, schema export, row-count snapshot.
Append-only sync log. 16 KB cap per payload, redacted (no API keys, no Bearer tokens). Searchable for the past 90 days.

30 Tage kostenlos starten → Wie die Odoo-Synchronisation funktioniert