Path :- Freshdesk → Contacts

Once the connection is configured and synchronization is executed, all Freshdesk contacts are automatically imported into Odoo. The Contacts screen displays a structured list of synced records, including customer name, associated company, email, phone number, and other details. Each contact is linked with its corresponding Freshdesk record, allowing users to easily view and manage customer information directly within Odoo. This ensures that your support and sales teams always have access to up-to-date customer data without switching between systems.

Path :- Freshdesk → Contacts → Open Any Contact

After synchronization, each contact can be opened to view complete details along with its Freshdesk linkage. The “Freshdesk” tab inside the contact form displays important information such as Freshdesk ID, linked company, creation and update timestamps, and additional metadata like tags, job title, and timezone. Users can also manually sync updates using options like “Sync to Freshdesk” or “Refresh from Freshdesk.” This ensures that both systems remain aligned while giving users full control over individual records.

Path :- Freshdesk → Contacts → Open Contact → Sync to Freshdesk

Users can manually push contact data from Odoo to Freshdesk using the “Sync to Freshdesk” button. This is useful when a contact is newly created or updated in Odoo and needs to be reflected in Freshdesk immediately. The system sends the latest contact information, ensuring both platforms stay synchronized in real time. This feature provides flexibility to control data updates at an individual record level instead of relying only on bulk synchronization.

Path :- Freshdesk → Contacts → Open Contact

After syncing a contact from Odoo, the same record can be verified directly in Freshdesk. Any updates made in Odoo, such as modifying contact details (e.g., updating the name from “Bob Tree” to “Bob Tree USA”), and then exporting to Freshdesk using the “Sync to Freshdesk” option, are instantly reflected on the Freshdesk side.

Path :-  Freshdesk → Companies

After running synchronization, all companies from Freshdesk are imported into Odoo and displayed in a structured list view. Each company is linked with its corresponding Odoo partner record, ensuring proper mapping between both systems. This allows users to manage company-level information, maintain relationships with contacts, and keep organizational data consistent across platforms.

Path :- Freshdesk → Companies → Open Any Company

After synchronization, each company record can be opened to view detailed information along with its Freshdesk linkage. The “Freshdesk” tab displays key data such as Freshdesk Company ID, linked backend company, domains, tags, and timestamps for creation and updates. Additional details like industry, account tier, and description are also available, giving complete visibility of company-level data. This ensures that organizations and their related contacts remain properly mapped and managed between Odoo and Freshdesk.

Path :- Freshdesk → Tickets → Open Ticket

This screen displays tickets that are synchronized from Freshdesk into Odoo. When a ticket is created in Freshdesk, it is automatically synced and appears in Odoo with complete details such as subject, description, requester, and conversations.

Users can export tickets from Odoo to Freshdesk using the “Export to Freshdesk” button. If any changes are made in Odoo (like subject or description) and re-exported, those updates are also reflected in Freshdesk.

The “Sync Conversations” feature allows users to fetch the latest updates from Freshdesk. When this option is used, all new messages, replies, or updates made in Freshdesk are synced back and दिखाई (shown) in Odoo, ensuring both systems remain up-to-date.

Additionally, ticket status (Open, Pending, Resolved, Closed) is synchronized between both platforms to maintain consistency.

Path :- Freshdesk → Tickets → Select Ticket

This screen provides a complete overview of a ticket in Freshdesk, including its subject, status, priority, and assigned agent. It also displays detailed conversation history, where all customer queries and support responses are shown in a threaded format.

Path :- Freshdesk → Tickets → Open Ticket → Export to Freshdesk / Sync Conversations

This feature demonstrates how tickets are synchronized between Odoo and Freshdesk, ensuring real-time consistency of data across both platforms. When a ticket is created or updated in Odoo (such as modifying the subject from "Issues with reports" to "Issues with reports many times"), clicking Export to Freshdesk reflects these changes instantly in Freshdesk.

Additionally, using the Sync Conversations button ensures that all updates made in Freshdesk—such as replies, status changes, or internal notes—are fetched back into Odoo. This keeps both systems aligned, allowing users to view the latest ticket details, conversation history, and status updates without switching platforms.

Path :- Freshdesk → Tickets → Open Ticket → Create Helpdesk Ticket / Create Project Task

This feature allows users to create internal records in Odoo directly from a synced Freshdesk ticket. By clicking Create Helpdesk Ticket, a corresponding helpdesk ticket is generated within Odoo’s helpdesk module, enabling internal team tracking and management.

Similarly, using Create Project Task converts the ticket into a project task, allowing teams to handle issues through project workflows and task assignments. Once created, the system displays the linked Helpdesk Ticket and Project Task counts, ensuring clear traceability between Freshdesk tickets and Odoo records.

Path :- Freshdesk → Tickets → Open Ticket → View Helpdesk Ticket

This screen shows the Helpdesk Ticket created in Odoo from a Freshdesk ticket, where all important details such as subject, description, and customer information are preserved. The system also displays a Freshdesk Ticket reference field, which links back to the original Freshdesk ticket, ensuring complete traceability between both platforms. This allows users to manage and resolve issues internally within Odoo while still maintaining a clear connection to the source ticket in Freshdesk, with all relevant data and context seamlessly carried over.

Path: Freshdesk → Tickets → Open Ticket → Create Project Task

When a ticket is created or synced from Freshdesk into Odoo, users can directly generate a project task using the “Create Project Task” option. This automatically creates a task with the same subject (e.g., “Issues with reports many times”) and links it back to the original Freshdesk ticket. The task includes relevant details like description, customer, and deadline, ensuring both systems stay connected. Any reference to the Freshdesk ticket is visible inside the task, allowing users to easily navigate between systems and manage work efficiently without losing context.

Path :- Freshdesk → Ticket Queue

The Ticket Queue screen displays all synchronized tickets from Freshdesk in a structured list format, allowing users to monitor and manage ticket processing efficiently. It shows key details such as ticket number, subject, status, priority, customer, requester email, queue state, and timestamps for updates and processing. Each ticket reflects its current state (e.g., Open, Pending, Closed) and whether it has been processed or synced successfully. This view helps users track incoming support requests, verify synchronization status, and ensure that all tickets are properly handled within Odoo without needing to switch back to Freshdesk.

Path :- : Odoo → Freshdesk → Sync Logs

The Sync Logs screen provides a complete history of all synchronization activities between Freshdesk and Odoo. It displays detailed records of operations such as ticket export, contact sync, company sync, queue import, and conversation updates, along with their status (e.g., Success), processed records, timestamps, and system messages. Each log entry helps users verify whether data was successfully synced or if any issues occurred during the process. This ensures transparency and makes it easy to track integrations, debug errors, and confirm that all data between Freshdesk and Odoo remains consistent and up to date.