Odoo is a powerful open source business app suite including a wide range of possibilities such as CRM, HR, projects, accounting, eCommerce, project management (and much more). Having all of this functionality available in just one platform will help you stay on track and be more efficient allowing you to grow your business.
2) AUTHORIZE YOUR APPS
For Odoo, We need your Database name, Subdomain name, and username and password. Don't worry, though, we treat your data securely with absolute confidentiality! Make sure you have upgraded to Odoo 10 as we don’t support any earlier versions.
3) CONFIGURE YOUR SYNC
For each step in the configuration, we have a separate help article available in the PieSync Help Centre. For ease of reference, we linked them in the subtitles below.
Choose the filter for each app to define the subset of contacts you want to keep in sync. Setting up more than one rule is available from the Medium plan onward. For Odoo, we filter your contacts based on tags or all your contacts at once.
Keep in mind some important side notes in regards to the availability of Multiple Rules.
Want to set up more than one rule? Check out here how to do this!
Once you have chosen your filter(s), you can continue with the rest of the configuration as described in the steps below. Bear in mind that not all steps/features are available in each connection. Don't hesitate to drop us a line at firstname.lastname@example.org in case you have further questions!
In between your filters you are able to choose the direction of your sync in the drop-down menu. Choose to sync two-way or one-way in either direction.
3.3) AVOID DUPLICATES
If you do wish to turn off this feature, just give us a shout at email@example.com. Don't worry, we will always advise first on how best to proceed!
Syncing Unsubscribes or Syncing Deletions is not available in all connections.
We need you to choose the 'winning app' in case PieSync detects conflicting changes. PieSync detects changes on a field level: Chances of having a conflict are very small; only when two people are updating the same field of the same contact, in different applications at the same time, with conflicting information, there is a conflict (phew, we hope you survived that sentence as well)! On the rare occasion, when a conflict does occur, PieSync will take the value of the master application.
During the initial sync, when we match your databases based on the email address field, we will also use your Master App choice when there's a difference on another field level. Don't worry, when your master app has empty fields, we won't delete any field information in the other app
When you have a connection setup with Google Contacts, you can additionally sync your contacts to the Google Contacts group 'My Contacts’. This feature is especially useful for iPhone users, as your iPhone contacts get synced to 'my contacts' in Google by default.
This Feature is only available in connections with Google Contacts.
This part in the configuration shows you the default fields we currently keep in sync and how we map them between the two apps you have connected.
This feature allows you to create custom mappings, defining which contact fields should be kept in sync between your applications, including standard and custom fields.
Want to know more about setting up custom fields in Odoo? Find out here!
The customizable field mapping is set up and shown in the white part below the default field mapping in the configuration. You can add an unlimited amount of mappings and remove, enable/disable them anytime.
4) START SYNCING!
In case you have a lot of contacts in your applications, the initial sync will take some time, even if you configured PieSync only to sync a subset of your contacts. During the initial scan, we need to process all of your contacts (also the contacts outside the chosen subset) to avoid duplicates during the sync. After the initial sync, it should never take much longer than five minutes for updates to show.
Once your connection is active, PieSync works in the background. If you're curious, you can log in and see on the dashboard what has been syncing the last 24 hours.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org.
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