Project Name
Secure Multi-Card Storage for Odoo 19 Enterprise - Authorize.Net CIM and Accept.js Integration
The client is a mid-market business running a subscription and rep-driven sales model on Odoo 19 Enterprise, handling recurring charges, manual payments, and event bookings across customers with multiple payment methods. Reps processed dozens of transactions daily, manually entering card details, tracking preferred cards in spreadsheets and CRM fields, and managing renewals prone to failures from stale or mis-entered data. This also created unassessed PCI DSS exposure. The organisation engaged Ksolves to address these gaps through a custom module built on Authorize.Net CIM and Accept.js.
The gaps in Odoo’s payment workflow can add unnecessary friction, security risks, and operational overhead.
- Manual Card Re-Entry at Every Transaction: Without stored cards, reps re-enter payment details for every charge, adding 60+ seconds per transaction and hours of lost time each week. The friction is especially high for subscription renewals and same-day recharges.
- Insecure Card Records Outside Odoo: Without native storage, teams may resort to spreadsheets, sticky notes, or CRM fields to track card details, creating security risks and potential PCI DSS exposure.
- Failed Recurring Charges From Stale or Re-Entered Card Data: Renewals can fail when card details are outdated or incorrectly re-entered. Without a vault and update flow, each renewal carries avoidable payment-failure and churn risks.
- Odoo Application Inheriting PCI Scope: When card data passes through or is stored on the Odoo server, the environment can fall within PCI DSS scope, adding compliance overhead to a system not designed to function as a card vault.
- No Default Card Selection at Checkout: Without stored cards, every payment starts blank. Reps must repeatedly locate, confirm, and enter the correct payment method, even for recently charged customers.
Ksolves, an AI-first Odoo development company, built a custom Odoo 19 Enterprise module that adds card management to the Contact form, using Accept.js for browser-side capture and Authorize.Net CIM as the card vault. Raw card data never touches the Odoo server.
- Card Addition via Accept.js Hosted Fields: Reps click Add Card on the Contact record. Accept.js captures card data in the browser and sends it directly to Authorize.Net. Odoo receives only an encrypted nonce and stores the resulting CIM profile ID.
- Contact-Form Card Management Widget: The Contact form displays all stored cards with card type, masked last four digits, expiry, and a Default badge, giving reps a single view of the customer’s payment methods.
- One-Click Default Card Selection: Reps can set any stored card as the default with one click. The selected card is automatically pre-filled in payment dialogs, reducing checkout to a quick confirmation.
- Card Update Without Re-Entry: Reps can update the billing address or expiry of a stored card through an edit modal. Changes sync directly with Authorize.Net CIM, helping keep card records current.
- Card Deletion With Auto-Promotion: Deleted cards are removed from the Authorize.Net vault and soft-archived in Odoo. If the default card is deleted, the next available card is automatically promoted.
- CIM Charge at Checkout: The customer’s default card is pre-selected at checkout. A single confirmation triggers the charge through the Authorize.Net CIM API using the stored profile ID, without manual card entry.
- Role-Based Access and Chatter Audit Trail: Security groups limit card-management access to authorised users. Add, update, delete, default-change, and charge actions are logged in Odoo chatter with timestamps and user details.
Technology Stack
| Category | Technology |
|---|---|
| Platform | Odoo 19 Enterprise |
| Card Capture | Accept.js - Authorize.Net |
| Card Vault | Authorize.Net CIM (Customer Information Manager) |
| Integration | Authorize.Net API - Nonce Exchange |
| Security | Odoo Security Groups and Chatter |
The solution streamlined payment operations while improving security, reliability, and visibility across every customer transaction.
- Checkout Time Reduced From 60+ Seconds to Under 10 Seconds: With the default card pre-selected, reps complete charges in under 10 seconds instead of manually entering card details, saving hours of rep time each week.
- Insecure Card Workarounds Eliminated: Odoo stores only payment method references, while card data remains exclusively in Authorize.Net. Spreadsheets, sticky notes, and CRM fields are replaced by a structured workflow.
- Failed Recurring Charges Reduced: Stored cards can be updated without re-entry, reducing failures caused by stale or incorrectly entered card details and helping subscriptions renew with less intervention.
- Odoo Application Kept Out of PCI Scope: Accept.js handles card capture while Authorize.Net CIM handles storage, keeping raw card data away from Odoo and reducing PCI DSS compliance overhead.
- Multi-Card Customer Accounts Supported: Multiple personal, corporate, or backup cards can be managed from one Contact record, allowing reps to select the right payment method without repeated card collection.
- 100% Card Action Audit Trail in Odoo Chatter: Every card action is timestamped and linked to the acting user, providing a complete audit trail of payment method changes and charges.
Ksolves transformed the client’s Odoo 19 payment workflow from manual card entry and insecure workarounds into a streamlined, vault-based process. With Accept.js, Authorize.Net CIM, multi-card management, default card selection, and a complete audit trail, reps can process payments faster while keeping raw card data out of Odoo. The result is a more secure and efficient payment experience, reducing checkout time, supporting reliable recurring charges, and giving the client centralized control over customer payment methods.
Are Card Details Still Living in Spreadsheets Because Odoo Provides No Secure Place to Store Them?
