New Self New Life
No Result
View All Result
  • Home
  • Entertainment
  • Celebrity
  • Cinema
  • Music
  • Digital Lifestyle
  • Social Media
  • Softwares
  • Devices
  • Home
  • Entertainment
  • Celebrity
  • Cinema
  • Music
  • Digital Lifestyle
  • Social Media
  • Softwares
  • Devices
New Self New Life
No Result
View All Result
Home Softwares

User Manual of Intercom Odoo Connector

by admin
2 years ago
in Softwares
User Manual of Intercom Odoo Connector
Share on FacebookShare on Twitter


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

Trying to find an skilled
Odoo Firm ?
Learn Extra


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.

locating-intercom-odoo-connector

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

configuring-intercom-odoo-connector-1

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

configuring-intercom-odoo-connector-2

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.

configuring-intercom-odoo-connector-3

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.

import-funtion-in-intercom-odoo-connector

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.

export-function-in-intercom-odoo-connector-1

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.

export-funtion-in-intercom-odoo-connector-2

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

multi-crm-dashbaord

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.).

particular-card-stats-on-dashbaord

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.

company-mapping

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.

creating-company-mapping

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

contact-mapping

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

lead-mapping

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!!

Present Product Model – 1.1.0

Supported Framework Model – Odoo 16, 15, 14

author-thumb

Mohd. Razdar Hasan
8 Badges

11 April 2023



Source link

Tags: ConnectorIntercommanualOdooUser
Previous Post

KOFISI Square: The Future of Premium Office Spaces in Nairobi

Next Post

Al Jaffee, Mad magazine and Fold-In cartoonist, dead at 102 – National

Related Posts

Open Talent platforms emerging to match skilled workers to needs, study finds
Softwares

Open Talent platforms emerging to match skilled workers to needs, study finds

by admin
June 16, 2025
pros, cons, and How to Use Flutter
Softwares

pros, cons, and How to Use Flutter

by admin
June 13, 2025
AI trends shaping software development in 2025
Softwares

AI trends shaping software development in 2025

by admin
June 15, 2025
Apple debuts Liquid Glass interface at design-focused WWDC event
Softwares

Apple debuts Liquid Glass interface at design-focused WWDC event

by admin
June 10, 2025
Learn How to Build a WordPress Block Theme Style Variation — Speckyboy
Softwares

Learn How to Build a WordPress Block Theme Style Variation — Speckyboy

by admin
June 11, 2025
Next Post
Al Jaffee, Mad magazine and Fold-In cartoonist, dead at 102 – National

Al Jaffee, Mad magazine and Fold-In cartoonist, dead at 102 - National

Avenged Sevenfold announce more North American tour dates

Avenged Sevenfold announce more North American tour dates

  • Trending
  • Comments
  • Latest
The Best Crime Shows on Netflix

The Best Crime Shows on Netflix

May 27, 2023
Getting Started with Git and GitHub

Getting Started with Git and GitHub

December 26, 2021
Android Developer vs. Web Developer: Key Differences

Android Developer vs. Web Developer: Key Differences

September 12, 2022
SOG and Leatherman EDC, Dyson Lightcycle Morph lamp, COTRE 2-way radios, and more – Weekly roundup

SOG and Leatherman EDC, Dyson Lightcycle Morph lamp, COTRE 2-way radios, and more – Weekly roundup

May 16, 2021
Weekly News Update – Corporette.com

Weekly News Update – Corporette.com

September 25, 2021
Guide for Pathology Lab Management Extension

Guide for Pathology Lab Management Extension

May 16, 2023
Advancement in predicting software vulnerabilities

Advancement in predicting software vulnerabilities

May 21, 2022
Complete SEO Guide to Succeed Online

Complete SEO Guide to Succeed Online

November 9, 2021
Jax Taylor Discusses Sobriety and Embarrassing Actions on WWHL

Jax Taylor Discusses Sobriety and Embarrassing Actions on WWHL

June 18, 2025
Report on Digital Media Consumption Highlights the Rise of Influencers as News Providers

Report on Digital Media Consumption Highlights the Rise of Influencers as News Providers

June 18, 2025
OneRepublic Frontman Ryan Tedder Blasts The Anti-Trump Protests… Ick!

OneRepublic Frontman Ryan Tedder Blasts The Anti-Trump Protests… Ick!

June 18, 2025
R. Kelly hospitalized after prison overdose, his lawyers allege murder plot – National

R. Kelly hospitalized after prison overdose, his lawyers allege murder plot – National

June 18, 2025
5 Best Foods That May Help Boost Your Testosterone Levels

5 Best Foods That May Help Boost Your Testosterone Levels

June 17, 2025
10 Scenes From Black Hollywood’s Rising Stars!

10 Scenes From Black Hollywood’s Rising Stars!

June 17, 2025
UGREEN 500W GaN Charger: Nexode Series Expands

UGREEN 500W GaN Charger: Nexode Series Expands

June 17, 2025
Is Jimmy Swaggart Still Alive? What’s Going on With the Preacher – Hollywood Life

Is Jimmy Swaggart Still Alive? What’s Going on With the Preacher – Hollywood Life

June 17, 2025
New Self New Life

Your source for entertainment news, celebrities, celebrity news, and Music, Cinema, Digital Lifestyle and Social Media and More !

Categories

  • Celebrity
  • Cinema
  • Devices
  • Digital Lifestyle
  • Entertainment
  • Music
  • Social Media
  • Softwares
  • Uncategorized

Recent Posts

  • Jax Taylor Discusses Sobriety and Embarrassing Actions on WWHL
  • Report on Digital Media Consumption Highlights the Rise of Influencers as News Providers
  • OneRepublic Frontman Ryan Tedder Blasts The Anti-Trump Protests… Ick!
  • Home
  • Disclaimer
  • DMCA
  • Privacy Policy
  • Cookie Privacy Policy
  • Terms and Conditions
  • Contact us

Copyright © 2021 New Self New Life.
New Self New Life is not responsible for the content of external sites. slotsfree  creator solana token

No Result
View All Result
  • Home
  • Entertainment
  • Celebrity
  • Cinema
  • Music
  • Digital Lifestyle
  • Social Media
  • Softwares
  • Devices

Copyright © 2021 New Self New Life.
New Self New Life is not responsible for the content of external sites.

New Self New Life