| 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 19.0 |
CleverReach Odoo Connector
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.
Highlights
Synchronize Contact
Sync contacts between Odoo and CleverReach.
Synchronize List
Sync CleverReach lists to Odoo and update CleverReach from Odoo.
Sync Campaign
Sync CleverReach campaigns and their statistics to Odoo.
Features
- 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.
Setup Instructions
CleverReach Settings (Odoo)
- Click on CleverReach Settings.
- Enable the CleverReach Configuration.
CleverReach Web Configuration
- Go to https://eu2.cleverreach.com/admin
- Navigate to CleverReach → Configuration → Settings.
CleverReach Credentials Setup
- Enter CleverReach Username.
- Enter Client ID from CleverReach account.
- Enter your Password.
- Save settings to build connection.
Sync Operations
- Sync campaigns from CleverReach to Odoo.
- Sync contacts and lists.
- Enable auto scheduler and define interval.
CleverReach Campaign Details
CleverReach Product Support
After purchasing this app, if you face any issue regarding the functionality/working of our app, we are here to address your queries. We provide 60-days support to our clients. The support period starts from the date of app purchase and continues for 60 days.
Need help? Email us at support@techloyce.com
FAQs
Does your app work in Odoo Enterprise?
Our module is compatible with both Odoo Community and Odoo Enterprise.
Will I get free upgrades and support after purchase?
Yes! After your purchase, you will get free support, updates, and fixes. Major upgrades to new versions require a separate purchase. Upgrades are not free. If you require any customization, you can contact us. We offer support for 60 days after purchase. For further information, please read our support policy.
I need an extra feature in this app. How can I request for it?
Upgrades are not free. If you require any customization, you can contact us. We offer support for 90 days after purchase. For further information, you can contact us at techloyce.com or read our support policy.
Our Helpful Links
Explore our resources, watch tutorials, or connect with Techloyce
Suggested 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.
Please log in to comment on this module