| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1239 |
| Technical Name |
cleverreach |
| License | OPL-1 |
| Website | http://www.techloyce.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
CleverReach Odoo Connector
Odoo is a fully integrated suite of business modules that encompass the traditional ERP functionality.
Odoo is a fully integrated suite of business modules that encompass the traditional ERP functionality. Odoo CleverReach Connector provides the opportunity to Import Lists, contacts,campaigns and customer response from CleverReach to Odoo and add contacts from Odoo to CleverReach List.
Our Helpful Links
Demo Video
Demo Video
https://www.linkedin.com/company/techloyce/
Synchronize Contact
Sync contacts between Odoo and CleverReach.
Synchronize List
Sync CleverReach lists to Odoo and add update CleverReach from Odoo.
Sync Campaign
Sync emails from Sync CleverReach Campaign and its statistic to Odoo.
Features
Screenshots
Support
FAQ'S
Odoo to CleverReach Synchronization
- Synchronize Contacts from CleverReach to Odoo seamlessly.
- Synchronize Lists from CleverReach to Odoo for efficient data management.
- Import and update Campaigns from CleverReach to Odoo.
- Allow users to specify a custom date range to filter campaign reports for import or export.
- Display selected start and end dates in the operation history log for improved traceability.
- Execute data synchronization instantly with the "Start Execution" button for urgent updates.
- Allow users to define an interval and unit for automated synchronization tasks.
- Schedule automated synchronization at regular intervals via the auto-scheduler settings.
- Maintain a detailed operation history table showcasing all synchronization activities and including timestamps.
CleverReach Setting
- Click on CleverReach Settings.
- Enable the CleverReach Configuration.
- Go to the link https://eu2.cleverreach.com/admin
- Go to CleverReach-> Configuration->settings.
- To access Username (Username of your CleverReach account)
- To access Client Id (In CleverReach go to profile --> account)
- To access Password (Password of your CleverReach account)
- Enter all the copied fields in their respective Odoo Fields.
- Then Save setting. When you click on Save button it will build connection with your CleverReach account
Sync Operations
- Sync/update campaigns from CleverReach to Odoo.
- Sync/update list/contact from CleverReach to Odoo.
- You can also activate auto scheduler from this view.To activate auto scheduler, you need to check the auto scheduler option.
- Then specify the time interval and interval units.
CleverReach Campaigns Details
- Go to CleverReach Campaign Tab where you can see each campaign details.
CleverReach User Guide
CleverReach Product Support
After purchasing our app if you face any issue regarding the functionality and working of our app we are here for you to address your queries. We provide 60 days support to our clients, The support period starts from date of purchase of our app till 60 days period
Our module is compatible with both Odoo Community and Odoo Enterprise.
Upgrades are not free if you require any customization, you can contact us. We offer support for 60 days after purchase. For further information you can read our support policy.
You can contact us to request a customization in the app.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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