User Manual of Intercom Odoo Connector

INTRODUCTION

Improve your CRM performance with Intercom Odoo Connector!

Intercom is among the most interesting CRM options providing options like buyer communication, delivering conversions, personalised help, and buyer engagement.

Opposite to this, Odoo is a enterprise answer having a sturdy backend for environment friendly administration. Additionally, Odoo presents numerous different options and functionalities which may also help enhance your CRM.

Therefore, to make Intercom environment friendly, we merged it with Odoo and created Intercom Odoo Connector. The Odoo app permits fast import/export of knowledge between Odoo and Intercom. Furthermore, the module aids in managing all Intercom information, together with firm, contract, product, person, deal or lead, and many others., from the CRM programs. Additionally, you need to use Intercom as your frontend system and Odoo as your backend for managing information from a central location.

NOTE: Intercom Odoo Connector Module works along side the next module:

Odoo Multi CRM Answer

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You’ll require to put in these modules first for Intercom Odoo Connector to work accurately.

FEATURES

1. It permits connecting Odoo with a number of Intercom options.
2. You possibly can configure the scheduler to guage feeds robotically.
3. The cron robotically deletes the synchronization historical past.
4. It has a standard import and export button for all channels.
5. The Odoo admin solely has to pick out the channel id and object you wish to export or import.
6. Newly added feeds to retailer information in textual content kind.
7. The Odoo app robotically deletes the feed as soon as the associated report is created in Odoo.
8. Clickable playing cards and graphs present an in depth view of the info.
9. Map information for each import or export motion.

INSTALLATION

1. As soon as you buy the App from Webkul retailer, you’ll obtain the hyperlink to obtain the zip file of the module.
2. Extract the file in your system after the obtain finishes. It is possible for you to to see a folder named- ‘intercom_odoo_connector.’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the Odoo App and click on on the Settings menu. Right here, click on on Activate the Developer Mode.
5. Then, open the Apps menu and click on on ‘Replace Modules Checklist.’
6. Within the search bar, take away all of the filters and search ‘intercom_odoo_connector.’
7. It is possible for you to to see the module within the search consequence. Click on on ‘Set up’ to put in it.

WORKFLOW

Transferring on to the configuration of Odoo Multi CRM Intercom Connector.

CONFIGURATION

1. Go to ‘Multi-CRM> Connection> Create’ after efficiently putting in the module.

2. Enter the connection identify, and within the ‘Credential’ tab, enter the ‘Consumer Id, Consumer Secret, and Redirect URL’ generated on the Intercom finish.

3. Transfer to the ‘Normal’ tab and configure the Auto Consider, default salesperson, API restrict, and colour.

4. Within the ‘Scheduler’ tab, tick the bins subsequent to the info you wish to import by way of the scheduler. As soon as executed, ‘Save’ the connection and click on the ‘Join’ button to ascertain the affiliation. As soon as linked, it is going to present a ‘Disconnect’ button rather than Join, and you may import information by clicking the import button.

IMPORT AND EXPORT

5. On clicking the import button, a popup will seem, choose the thing (Firm, Person, Contact, and Deal), occasion, and from and to dates. As soon as executed, click on the Import button.

6. Now, transfer to ‘CRM> Gross sales> My Pipeline’ and choose the info you wish to export or replace. As soon as chosen, click on the ‘Motion’ button and select the ‘Export to CRM’ possibility.

7. Choose the connection and operation (Export or Replace), and click on the ‘Export’ button within the popup. It can export or replace the info on the Intercom CRM finish.

8. The dashboard of the Multi CRM will look as proven beneath, and you may view all connections information in bars and pie charts.

9. Furthermore, clicking on any information card will present associated information. You possibly can carry out actions like Import and Configure (make modifications within the connection IDs). Additionally, you possibly can filter information (Each day, Month-to-month, and many others.).

VIEWING AND CREATING MAPPING

10. You possibly can view all import and export mapping from the ‘Mapping’ menu. Additionally, you possibly can create a mapping of any of the info from the ‘Create’ button.

11. To create a mapping, choose the connection, tick the field if the info is imported, enter the shop ID, and Document. As soon as executed, click on the ‘Save’ icon.

12. Equally, you possibly can view the mapping of all contact export and import and create a brand new one.

13. Additionally, you possibly can view the mapping of all Lead imports and exports and create a brand new one.

OTHER ODOO MODULES

NEED HELP?

Hope you discover the information useful! Please be happy to share your suggestions within the feedback beneath.

If you happen to nonetheless have any points/queries relating to the identical, please elevate a ticket at https://webkul.uvdesk.com/en/buyer/create-ticket/.

Additionally, please discover our Odoo improvement providers & an intensive vary of high quality Odoo Apps.

For any doubt, contact us at [email protected].

Thanks for paying consideration!!

Mohd. Razdar Hasan
8 Badges

11 April 2023