Odoo vs Zoho: Comparison of Functionality, Customization, and Integration
In the dynamic world of ERP solutions, choosing a platform can be a pivotal decision for any business. Odoo and Zoho are both strong contenders, each offering a comprehensive suite of high-quality business management tools, making the choice between them a challenging one. At the same time, each system brings unique strengths that can directly impact business productivity and financial outcomes.
So, how do you select the system that best suits your organization? To help you with this, we’ll take a closer look at the defining features of Odoo and Zoho, comparing their functionality, flexibility, and integration capabilities. Join us as we analyze the key differences between these two powerful solutions to help you choose the platform that will become the foundation for growth and efficiency in your business.
Odoo
Odoo is a versatile suite of open-source business applications designed to streamline and automate various company operations. With over 80 integrated apps, Odoo provides extensive integration possibilities through a robust API, allowing businesses to connect with third-party applications like payment gateways, eCommerce platforms, and marketing tools. This flexibility enables seamless data exchange and automation of workflows across various systems.
Odoo offers two versions: Community, a free and open-source option suitable for small to medium-sized businesses, and Enterprise, which includes advanced features, better support, and a refined user interface for all types of organizations.
A major advantage of Odoo is its active developer community, which continually enhances the platform through custom modules and extensions. Users can also access the Odoo App Store, where external developers publish applications that further enrich the Odoo ecosystem.
Zoho
Zoho is a powerful suite of cloud-based business applications designed to automate and optimize nearly every aspect of a company's operations. With over 50 integrated apps, Zoho covers CRM, finance, project management, HR, IT support, marketing, and more.
Zoho offers specialized applications, including Zoho CRM, one of the world’s leading tools for managing sales, customer relationships, and marketing campaigns; Zoho Books for accounting; Zoho Projects for project management; Zoho People for HR; and Zoho Desk for customer support.
At the core of Zoho’s ecosystem is Zoho One, a bundled suite that seamlessly integrates all Zoho apps into a single, interconnected platform, enabling data to flow freely across departments. Available as a single subscription, Zoho One offers all Zoho tools in one cohesive system, eliminating the need for multiple software subscriptions.
Comparison of features of Odoo and Zoho
Odoo and Zoho are popular business management systems, but they differ in approach, functionality, and structure.
Modularity and Functionality
Odoo is a modular, open-source ERP system that offers over 80 integrated applications (modules) for various business aspects, including sales, purchasing, manufacturing, CRM, accounting, HR, warehouse, and more. Odoo allows flexible configuration and is well-suited for specific business processes. Thanks to its open source, it can be fully customized to fit company needs.
Zoho, by contrast, is a suite of SaaS applications for managing various business functions, including CRM, marketing, HR, accounting, and analytics. While Zoho supports integration among its applications, it doesn’t offer the extensive range of modules that Odoo provides. Typically, no single Zoho application can meet all business needs on its own, so managing an entire business often requires connecting multiple Zoho services.
Flexibility and Customization
Odoo provides a high degree of customization, especially in its Community version. With open-source access, the system can be adapted to meet various business needs, and new modules and integrations can be developed.
Zoho is a more closed system, meaning customization is limited to the available features and settings within the apps. While Zoho supports API integration, its customization flexibility is more limited than Odoo’s.
Support and Community
Odoo provides official support, which includes technical consultations, access to documentation, and assistance in problem resolution through various communication channels such as email and online chat. Additionally, Odoo has an active community of developers and users that contributes to the ongoing development and maintenance of the platform. This allows users to quickly access updates, plugins, and solutions.
Zoho offers official support through its channels, but community support is limited. The company actively develops its products, but custom solutions rely more on the official Zoho development team.
Use Cases
Odoo is best suited for companies that need a full-scale ERP system with customization options for specific processes, especially in manufacturing, logistics, and retail.
Zoho is typically chosen by small and medium businesses focused on CRM, marketing, and HR, as Zoho is easier to set up and more cost-effective to maintain for these areas.
Comparison of Functionalities Across Key Categories
Zoho and Odoo are two leading solutions that cater to a variety of business functions, each offering a suite of integrated applications designed to automate processes and enhance productivity. This comprehensive comparison highlights their similar functionalities across key categories, allowing businesses to evaluate which platform best aligns with their operational needs and objectives.
Finance and Accounting
Odoo and Zoho are powerful business management platforms, each offering a wide range of features. In comparing the two, we can see that Odoo has certain advantages:
- Open Source and High Customization: Odoo is an open-source platform, allowing companies to deeply customize and modify the system to meet their unique business needs. This provides flexibility in developing and integrating additional modules.
- Modular ERP Structure: Odoo offers a modular approach to ERP, allowing businesses to select and integrate only the modules that fit their operational needs. This is especially useful for companies with complex processes requiring custom solutions.
- Enhanced Capabilities for Manufacturing and Supply Chain Management: Odoo includes modules for managing manufacturing processes, resource planning, and supply chain tracking, making it a good fit for manufacturing companies. Zoho, on the other hand, is more oriented towards small and medium-sized businesses with simpler processes.
- Integration with POS and E-commerce Systems: Odoo offers built-in solutions for point of sale (POS) and e-commerce, allowing businesses to manage online and offline sales in a single system. This enables seamless integration across different sales channels.
- Active Developer and User Community: As an open-source platform, Odoo has an active community constantly working to improve and expand the platform, providing regular updates, bug fixes, and new modules and features.
In turn, Zoho has several capabilities that are not available in Odoo:
- Wide Range of Cloud Applications: Zoho provides over 45 applications covering areas such as sales, marketing, customer service, finance, HR, legal, security and IT management, business analytics, project management, and developer platforms. This ecosystem allows businesses to use a single platform for various needs.
- Specialized HR Solutions: Zoho offers tools like Zoho People for HR management and Zoho Recruit for recruitment, providing a comprehensive solution for HR processes. While Odoo also has HR modules, Zoho offers additional specialized and extensive functions in this area.
- Integrated Platform Office Applications: Zoho Workplace offer solutions for document management, and collaboration, enabling businesses to manage communications and documents within a single platform. Odoo does not provide similar built-in office applications.
- Pre-built Marketing Solutions: Zoho Campaigns and Zoho Social provide tools for email marketing and social media management, simplifying marketing efforts. Odoo also has marketing modules, but Zoho offers some specialized solutions in this area.
- Developer Platform: Zoho Creator allows users to create custom applications without requiring advanced programming knowledge, giving businesses the flexibility to develop tailored solutions. Odoo offers Odoo Studio for customization, but Zoho Creator provides a more intuitive interface for simple app creation.
Let's go deeper
If we look at the feature sets, we’ll see that both ERPs offer approximately the same range of functionalities. However, to understand their real differences, we need to examine the specific tools each ERP provides.
We’ll compare these tools based on a detailed analysis of two sets of accounting software: the Odoo Accounting module and Zoho Books, across 9 main categories: General Accounting, Accounts Receivable, Accounts Payable, Bank and Cash, Miscellaneous Operations, Document Management, Analytic Accounting/Cost Centres, Extras, and Reporting.
By evaluating both platforms in these areas, we can make a more informed choice about which one best aligns with specific operational goals and workflow requirements.
Odoo Accounting module and Zoho Books
General accounting
General accounting functionality provides a comprehensive set of features designed to streamline financial management for businesses of all sizes. Together, these capabilities make ERP systems powerful and adaptable accounting solutions that meet the diverse needs of businesses across various industries and regions.
Both Odoo and Zoho offer a wide range of tools for these purposes, with the key difference being that Zoho lacks a built-in video conferencing feature. In contrast, Odoo includes video conferencing as an available tool for its users.
General accounting
Odoo vs Zoho Books
General Scope | Odoo | Zoho Books |
Multi-currency | ✔ | ✔ |
Multi-Branches | ✔ | ✔ |
Multi-User
| ✔ | ✔ |
Multiple Journals | ✔ | ✔ |
Multiple Language Support | ✔ | ✔ |
Supported Countries | ✔ | ✔ |
Accrual and Cash Basis | ✔ | ✔ |
Real Time Accounting | ✔ | ✔ |
Access rights
| ||
Access Rights per Screen | ✔ | ✔ |
Access Rights per Field | ✔ | ✔ |
Customizable Validation Steps | ✔ | ✔ |
Third-Party Integration
| ||
API | ✔ | ✔ |
Spreadsheet Integration | ✔ | ✔ |
Import: Excel or CSV | ✔ | ✔ |
Import: Excel or CSV | ✔ | ✔ |
Customer Portal | ✔ | ✔ |
Customer / Vendor Communication
| ||
Emails | ✔ | ✔ |
✔ | ✔ | |
Internal Communication
| ||
✔ | ✔ | |
Chat | ✔ | ✔ |
Video conference | ✔ | ❌ |
Accounts Receivable
Accounts Receivable represents the outstanding amounts that customers owe for goods or services provided on credit. Effectively managing AR is crucial for maintaining healthy cash flow and ensuring timely payments. Both platforms aim to streamline the management of Accounts Receivable, ensuring businesses can efficiently track customer debts, send invoices, and receive payments, thereby maintaining a healthy cash flow.
Both Odoo and Zoho offer a comprehensive suite of tools designed to streamline financial management. However, choosing Odoo provides additional valuable features, including:
- Proforma Invoices: Generate preliminary invoices to provide customers with detailed cost estimates before finalizing transactions.
- Real-Time Accounting: Access up-to-date financial data, enabling timely decision-making and accurate reporting.
- Auto-Reconcile: Automatically match payments with corresponding invoices, reducing manual effort and minimizing errors.
- Account Prediction AI: Utilize artificial intelligence to predict account entries, enhancing efficiency and accuracy in financial processes.
- Send by WhatsApp: Communicate invoices and payment reminders directly to customers via WhatsApp, facilitating prompt interactions.
- Post Invoices by Standard Mail: Dispatch physical copies of invoices through traditional mail services when necessary.
- Automated Follow-Up Letters: Schedule and send reminders for overdue payments, improving cash flow management.
- Recurring Business KPIs (MRR, Churn): Monitor key performance indicators such as Monthly Recurring Revenue and customer churn rates to assess business health.
- Alerts for Contract Renewal: Receive notifications for upcoming contract renewals, ensuring timely negotiations and continuity of services.
These features collectively make Odoo a robust and flexible accounting solution, capable of adapting to the diverse needs of businesses operating in various industries and regions.
Accounts Receivable
Odoo vs Zoho Books
Customer Invoice | Odoo | Zoho Books |
Proforma Invoices | ✔ | ❌ |
Multiple Taxes per Line | ✔ | ✔ |
Discounts | ✔ | ✔ |
Pricelists | ✔ | ✔ |
Advanced Payment Terms | ✔ | ✔ |
Cash Discounts | ✔ | ✔ |
Outstanding Payments Reconciliation | ✔ | ✔ |
Configurable Email Templates | ✔ | ✔ |
eSignature on Invoices | ✔ | ✔ |
Customer Credit Limit | ✔ | ✔ |
Artificial Intelligence
| ||
Real Time Accounting | ✔ | ❌ |
OCR Invoices | ✔ | ✔ |
Auto-Reconcile | ✔ | ❌ |
Account Prediction AI | ✔ | ❌ |
Send Invoices
| ||
Generate a PDF invoice | ✔ | ✔ |
Batch Send Invoices by Email | ✔ | ✔ |
Send by WhatsApp | ✔ | ❌ |
Post Invoices by Standard Mail | ✔ | ❌ |
Customer Statements
| ||
Aged Receivable Balance | ✔ | ✔ |
Per Customer Statements | ✔ | ✔ |
Automated Follow-up Emails | ✔ | ✔ |
Automated Follow-up Letters | ✔ | ❌ |
Automated Follow-up Actions | ✔ | ✔ |
Unpaid Fees and Penalties | ❌ | ❌ |
Third-Party Debts Recovery | ❌ | ❌ |
Online Payments
| ||
Credit Cards | ✔ | ✔ |
PayPal | ✔ | ✔ |
UPI | ✔ | ✔ |
Recurring Revenues
| ||
Automated Recurring Invoices | ✔ | ✔ |
Contracts / Subscriptions Management | ✔ | ✔ |
Recurring Business KPIs (MRR, Churn) | ✔ | ❌ |
Alerts for Contract Renewal | ✔ | ❌ |
Accounts Payable
Accounts Payable (AP) refers to the amounts a business owes to vendors or suppliers for goods and services received on credit. Effectively managing AP is crucial for maintaining healthy cash flow and fostering strong vendor relationships. These tools streamline the management of Accounts Payable, enabling businesses to efficiently track obligations, process payments, and maintain accurate financial records.
Odoo offers a much broader set of features specifically designed for these purposes, including Purchase agreements, Multi-Step payment terms tools for managing vendor accounts, a Validation process tool for handling costs, a special suite of tools for Miscellaneous expenses, and much more.
Accounts Payable
Odoo vs Zoho Books
Vendor accounts | Odoo | Zoho Books |
Billing Control (Purchase Orders / Receptions)
| ✔ | ✔ |
3-Way Matching
| ✔ | ❌ |
Multiple Taxes per Line
| ✔ | ✔ |
Purchase Agreements
| ✔ | ❌ |
Multi-Step Payment Terms
| ✔ | ❌ |
Side-by-side View: PDF/Form
| ✔ | ❌ |
Costs
| ||
Mobile App
| ✔ | ✔ |
Validation Process
| ✔ | ❌ |
Reimburses employees
| ✔ | ✔ |
Artificial Intelligence | ||
Scan Vendor Bills | ✔ | ✔ |
Scan Expense receipts | ✔ | ✔ |
Vendor Payments
| ||
Aged Payable Report | ✔ | ✔ |
Print Checks | ✔ | ✔ |
Automated Wire Transfer (SEPA) | ✔ | ❌ |
ACH Transfers | ✔ | ✔ |
Costs
| ||
Employee Expenses Report | ✔ | ✔ |
Expenses Validation Flow | ✔ | ✔ |
Disallowed Expenses | ✔ | ❌ |
Miscellaneous
| ||
Asset Management | ✔ | ❌ |
Purchase Accruals | ✔ | ❌ |
Bank and Cash
Bank and Cash functionalities are essential for managing a company's financial transactions involving bank accounts and cash holdings. They aim to streamline the management of these transactions, ensuring businesses can efficiently track financial activities, reconcile accounts, and maintain accurate financial records.
Both Odoo and Zoho offer a nearly identical set of tools for these purposes, with the main difference being that Odoo additionally provides Import Interfaces, such as SEPA (for European bank transactions) and SDD Mandate functionality for managing direct debits.
Bank and Cash
Odoo vs Zoho Books
Bank Statements | Odoo | Zoho Books |
Bank Interfaces
| ✔ | ✔ |
Import Interfaces: SEPA
| ✔ | ❌ |
Import Statements: OFX, QIF | ✔ | ✔ |
Import Statements: CSV | ✔ | ✔ |
Import Statements: Camt.053 | ✔ | ✔ |
Deposit Tickets | ❌ | ❌ |
Miscellaneous
| ||
Bank Reconciliation Reports | ✔ | ✔ |
Automated Currencies Rate | ✔ | ✔ |
Automate Currency Gains/Losses | ✔ | ✔ |
SDD Mandate | ✔ | ❌ |
Miscellaneous Operations
Miscellaneous Operations help manage financial transactions that don’t fall under standard categories like sales or purchases. This functionality ensures comprehensive and accurate financial records by accommodating unique or irregular entries, providing flexibility in accounting processes and enabling businesses to accurately record and manage all types of financial transactions.
Both Odoo and Zoho offer comprehensive tools that address a business's core operational needs. However, upon closer examination, Odoo provides additional functionalities that enhance financial management and operational efficiency:
- Automatic Transfers, Auto-Post in Future, and Journal Item Cut-Offs: These features streamline the management of journal entries by automating transfers, scheduling future postings, and handling cut-off dates, thereby improving accuracy and reducing manual effort.
- Auto-Split Multiple Invoices: This tool facilitates the efficient handling of multiple invoices by automatically splitting them as needed, enhancing document management processes.
- Multi-Level Analytic Accounts: Odoo allows for tracking costs and revenues across various levels, such as projects, departments, or activities, providing detailed financial insights and supporting more granular analysis.
- Automatic Propositions: Leveraging historical data, this feature suggests account entries, expediting data entry and improving accuracy by reducing manual input errors.
Miscellaneous Operations
Odoo vs Zoho Books
Localization Posibilities | Odoo | Zoho Books |
GST Filing | ✔ | ✔ |
TDS | ✔ | ✔ |
eInvoicing | ✔ | ✔ |
eWaybill
| ✔ | ✔ |
UPI
| ✔ | ✔ |
Audits
| ✔ | ✔ |
Multi-Branches
| ✔ | ✔ |
Journal entries
| ||
Automatic Transfers | ✔ | ❌ |
Intercompany Entries | ✔ | ✔ |
Auto-Post in Future | ✔ | ❌ |
Journal Items Cut-Offs | ✔ | ❌ |
Documents Management
| ||
Document Management | ✔ | ✔ |
Document Search Engine | ✔ | ✔ |
Auto-split Multiple Invoices | ✔ | ❌ |
Customer Portal | ✔ | ✔ |
Collect by Email | ✔ | ✔ |
Collect by Scan | ✔ | ✔ |
Upload from Portal | ✔ | ✔ |
Analytical Accounting / Cost Centers
| ||
Analytical Accounting | ✔ | ✔ |
Multi-level Analytic Accounts | ✔ | ❌ |
Multiple Plans | ✔ | ✔ |
Automatic Propositions | ✔ | ❌ |
Extras
This set of tools is designed to provide flexible cost accounting and analysis, budget management, inventory valuation, and data consolidation, helping businesses gain detailed financial insights and effectively control expenses.
Among the features designed for these purposes, Odoo once again offers greater functionality. For example, Odoo provides tools like Multi-Level Analytic Accounting, which is used to track costs and revenues across multiple levels for detailed project or departmental analysis, and Optional Tags per Entry, allowing for more flexible categorization and reporting of entries.
Additionally, Odoo includes significantly more tools for Valuation, such as Standard Price (for fixed cost valuation), Average Price (for calculating an average cost of inventory), LIFO (Last-In-First-Out for inventory cost management), and Perpetual Valuation (real-time tracking of inventory values).
There is also a specialized tool for Multi-company Consolidation, which helps combine financial statements from multiple entities, simplifying reporting and analysis for organizations with multiple subsidiaries or divisions.
Extras
Odoo vs Zoho Books
Analytic Accounting / Grouping | Odoo | Zoho Books |
Analytic / Cost Accounting | ✔ | ✔ |
Multi-Level Analytic Accounting | ✔ | ❌ |
Multiple Plans | ✔ | ✔ |
Optional Tags per Entry | ✔ | ❌ |
Budgets
| ||
General Budgets | ✔ | ✔ |
Analytic Budgets | ✔ | ✔ |
Salary
| ||
Salary | ✔ | ✔ |
Valuation
| ||
Standard Price | ✔ | ❌ |
Average Price | ✔ | ❌ |
FIFO | ✔ | ✔ |
LIFO | ✔ | ❌ |
Perpetual Valuation | ✔ | ❌ |
Other
| ||
Contracts Electronic Signatures | ✔ | ✔ |
Multi-company consolidation | ✔ | ❌ |
Reporting
Reporting tools serve as essential tools for monitoring and analyzing a company’s financial health. They enable businesses to generate various financial statements and reports, facilitating informed decision-making and ensuring compliance with regulatory requirements. These tools provide businesses with the ability to analyze financial data effectively, support strategic planning, and uphold compliance with financial reporting standards.
Both Zoho and Odoo offer an excellent set of tools designed for effective reporting. However, Odoo provides additional features, such as the Executive Summary tool under Legal Statements, which helps summarize key financial data for quick insights.
Additionally, Odoo offers four powerful tools for enhanced reporting: Pivot Table on Multiple Dimensions for detailed data analysis, Customizable Dashboards for tailored visual reporting, Electronic Tables for dynamic data interaction, and Annotate Reports for adding notes directly to reports for better context and collaboration.
Reporting
Odoo vs Zoho Books
Legal Statements | Odoo | Zoho Books |
Profit & Loss | ✔ | ✔ |
Balance Sheet
| ✔ | ✔ |
Cashflow Statement | ✔ | ✔ |
General Ledger | ✔ | ✔ |
Tax Reports | ✔ | ✔ |
Tax Audit Report | ✔ | ✔ |
Bank Reconciliation | ✔ | ✔ |
Aged Receivable | ✔ | ✔ |
Aged Payable | ✔ | ✔ |
Executive Summary | ✔ | ❌ |
Reports
| ||
Pivot Table on Multiple Dimensions | ✔ | ❌ |
Customizable Dashboards | ✔ | ❌ |
Electronic tables | ✔ | ❌ |
Annotate Reports | ✔ | ❌ |
Customizable KPI's | ✔ | ✔ |
Ratio Analysis | ✔ | ✔ |
Predefined Fiscal Year Closing | ✔ | ✔ |
Usability, Pricing & Conditions
Both Odoo and Zoho Books offer comprehensive mobile applications compatible with Android and iOS devices, ensuring users can manage their accounting tasks on the go.
UI
Odoo vs Zoho Books
Full Web Interface | Odoo | Zoho Books |
Mobile App | ✔ | ✔ |
Android App
| ✔ | ✔ |
iPhone App
| ✔ | ✔ |
Productivity tools
Productivity tools are designed to streamline financial management processes, boost efficiency, and minimize manual effort. These features enhance productivity by automating routine tasks, reducing manual intervention, and offering tools that support more efficient financial operations.
Both Odoo and Zoho Books offer Mass Edit and Group By functionalities, which streamline data management by allowing users to update multiple records simultaneously and organize data in lists based on specific criteria. However, Screen Designer—a tool for customizing user interface layouts—is unique to Odoo, providing greater flexibility for tailoring screens to fit specific business needs. This additional customization feature in Odoo makes it more adaptable for companies requiring a personalized interface, while Zoho Books lacks this capability, offering a more standardized user experience.
Productivity tools
Odoo vs Zoho Books
| Odoo | Zoho Books |
Mass Edit | ✔ | ✔ |
Group by in lists
| ✔ | ✔ |
Screen Designer
| ✔ | ❌ |
Odoo Vs Zoho’s Pricing
Odoo and Zoho offer a variety of pricing plans, allowing companies to select the best option according to their needs and budget.
Odoo
Odoo has a transparent pricing structure with three main plans:
- Free "Single App" Plan: Allows you to use one app with no user limits.
- Standard Plan: Costs $11.10 per user per month when paid annually. Includes access to all apps on the Odoo Online platform. Details
- Custom Plan: Costs $17.90 per user per month when paid annually. In addition to all apps, it includes advanced features like Odoo Studio, multi-company support, and external API.
All plans include hosting, daily backups, email integration, high-level security, and 24/7 monitoring.
Zoho
Zoho offers several pricing plans across its products, including Zoho CRM:
- Free Plan: Suitable for up to three users with basic CRM functions.
- Paid Plans: Starting at $8.25 per user per month when billed annually, offering advanced features like business card scanning, expense tracking, and payment system integration.
Zoho also has a CRM Plus package, combining sales, marketing, and customer service tools in one interface. Cost: $57 per user per month when billed annually.
Zoho Books
Zoho Books is a cloud-based accounting software with the following plans:
- Free Plan: For businesses with an annual revenue of up to $50,000, covering essential functions like invoicing, expense tracking, and bank reconciliation. Details
- Paid Plans: Start at $15 per organization per month when billed annually, with features for project management, advanced analytics, and support for more users.
Zoho One
Zoho One is a comprehensive package that brings together over 40 business applications:
- All Employee Pricing: $45 per employee per month (monthly billing) or $37 (annual billing), with licenses for all employees. Details
- Flexible User Pricing: $105 per user per month or $90 when billed annually, allowing licenses for select users only.
Choosing between Odoo and Zoho depends on your business needs, functional requirements, and budget. To find the best fit, it’s recommended to review the detailed features of each platform and try out free trials.
Conclusions
The choice between Odoo and Zoho depends on the specific needs of the business, its scale, and management priorities. Both Odoo and Zoho offer powerful business management solutions with a broad set of tools, yet each has unique strengths. Odoo, with its modular structure and open-source code, provides flexibility in customization and scalability, which is particularly valuable for companies needing diverse business functions integrated within an ERP system. This makes Odoo suitable for medium and large businesses that require the ability to adapt the ERP system to unique requirements.
Zoho, on the other hand, focuses on ease of setup and accessibility for small and medium-sized businesses. Its tiered subscription model allows companies to scale within the platform as their needs grow, without requiring additional resources for customization.
In summary, for companies needing advanced ERP capabilities and customization, Odoo is the better choice. For those looking for a simple and affordable solution focused on CRM and core operational functions, Zoho offers a reliable tool for efficient management. Both platforms also provide mobile applications, allowing users to manage tasks on the go.
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