
Odoo CleverReach Connector
Odoo is a fully integrated suite of business modules that encompass the traditional ERP functionality.
Integrate Odoo with CleverReach Connector
Synchronize Contact
Sync contacts between Odoo and CleverReach.
Sync Campaign
Sync emails from Sync CleverReach Campaign and its statistic to Odoo.
Synchronize List
Sync CleverReach lists to Odoo and add update CleverReach from Odoo.
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.
BOX Credentials
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 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
Does your app work in Odoo Enterprise?
Will I get free upgrades and support after 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 you can read our support policy.
I need an extra feature in this app. How can I request for it?
You can contact us to request a customization in the app.