| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • CRM (crm) • Recruitment (hr_recruitment) • Calendar (calendar) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 1394 |
| Technical Name |
ts_sendgrid_partner |
| License | OPL-1 |
| Website | https://technians.com/ |
| Versions | 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • CRM (crm) • Recruitment (hr_recruitment) • Calendar (calendar) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 1394 |
| Technical Name |
ts_sendgrid_partner |
| License | OPL-1 |
| Website | https://technians.com/ |
| Versions | 16.0 17.0 |
Community
Enterprise
SendGrid Sync Contacts
This module allows you to sync contacts from odoo to Sendgrid via user defined Mapping of fields.You can sync the records manually in Bulk and individually. You can also sync data automatically on creation. Once the record is synced it gets logged in the chatter.
Latest Features
This app allows you to sync Odoo records to Sendgrid based on User defined field mapping.
This app lets you map Odoo fields to SendGrid fields, making it easy to send data to the appropriate contact fields.
On Single record you can sync data by clicking on sync button under the action dropdown.
Once a record is synced with sendgrid, the status is logged into the chatter of that record for tracking history.
You can create contacts in sendgrid from multiple sources including leads, applicants and contact. To differentiate contacts in such scenarios, this module creates a custom field “data type” so that you can easily filter and create segments properly.
You can set limit of contacts to sync at a time while syncing in bulk from list view.
If a record isn't synced with SendGrid, a message will appear in the header saying, "This contact is not synced with SendGrid."
Configurations
Configure Sendgrid API Key
To enable syncing contacts from odoo to your sendgrid account, you need to set API Key in the Settings as shown below
Go to settings and click on sendgrid sync to set sendgrid API key.
Follow these steps to obtain API Key in sendgrid.
https://www.twilio.com/docs/sendgrid/ui/account-and-settings/api-keys#creating-an-api-key
Automatic Syncing on Creation & Deletion
From the settings, you can enable sync contacts on creation option. When it's selected, the records will start syncing automatically upon creation without any manual intervention
If a record is deleted from odoo, it can also be deleted from sendgrid automatically by checking the "Sync record on Deletion" option
Set Contacts Limit to sync at a time
You can also set the limit for the maximum number of contacts that can be synced at a time. The default value is 80, you can increase or decrease depending upon the server configuration for smooth operations
Data Type Field
This module creates a custom field “data type” so that you can easily filter and create segments properly.
You can define your own name also for the sendgrid field. It will be created under Custom fields if it's not already there
A Custom field "Data_Type" is created in sendgrid as shown below
The Data Type field can be used to segment the Contacts as shown below -
Map Odoo field with SendGrid
You can map the field here by selecting sendgrid fields against odoo fields. Once the mapping is done the data can be sent in the respective fields.
Note - You can also Map Date fields from odoo to Sendgrid. If it's a datetime field, this module will convert it into date format
Here you have to Select the field that you want to map with SendGrid.
Export Contact to SendGrid
Once you've selected the leads you want to export, open the Action dropdown on this page and choose the "Export Contacts to SendGrid" option.
After selecting the export option, a wizard screen will be shown with the mapping of respective fields. Once you click on send button, the selected records will be sent to sendgrid.
Exporting Individual Contact
You can also export single records for the action dropdown on the single record screen as shown below.
Log sync status into Chatter
Once a record is synced with sendgrid, the status is logged into the chatter of that record for keeping track of sync history
Search Filters
This module also adds filter in the search view so that you can easily filter the records that have been exported to sendgrid and those are not.
Not Synced Warning
If a record isn't synced with SendGrid, a message will appear in the header saying, "This contact is not synced with SendGrid."
Why Technians
We excel in crafting customized Odoo solutions to meet the unique needs of our clients. Our developers work closely with businesses to understand their requirements and develop modules, applications, and workflows that seamlessly integrate with the Odoo framework. Our team has the expertise to ensure a smooth and efficient integration process.We focus on enhancing functionality and optimizing performance. Our agency offers comprehensive training sessions and consultations to empower your team with the knowledge and skills needed to leverage Odoo's full potential.
Version 16.0
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Got questions or need help? Get in touch.
Related Apps
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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