Description
Krayin CRM Odoo Connector allows you to connect Odoo with Krayin CRM simply and reliably. It lets teams manage CRM data in Odoo while keeping data in Krayin CRM up to date.
The module supports real-time sync from Odoo to Krayin CRM, bulk import and export, and scheduled imports from Krayin CRM to Odoo. This helps keep data accurate and reduces manual work.
Why Do We Need Krayin CRM Odoo Connector?
Using more than one system for CRM data often creates problems. Data may not match, and duplicate records can appear. Krayin CRM Odoo Connector helps keep data same in both Odoo and Krayin CRM.
For example, a business may use Krayin CRM for sales and Odoo for daily work. Updating leads, contacts, and products manually is time consuming and may lead to errors.
With Krayin CRM Odoo Connector, partners and products can be synced from Odoo in real-time. Leads and users are imported from Krayin CRM on a schedule. This helps both teams work with correct and updated data.
Prerequisites for using Odoo Krayin CRM Odoo Connector
Odoo Krayin CRM Odoo Connector works in conjunction with the following module:
You need to install the above module to use Krayin CRM Odoo Connector.
Highlighted Features of Krayin CRM Odoo Connector
Centralized Configuration
Manage connection details, API limits, feeds, and default lead settings from single place.
Lead Mapping Control
Map lead stages and lead sources between Odoo and Krayin CRM to keep pipelines aligned.
Activity Sync Support
Sync lead activities from Krayin CRM into Odoo for better lead tracking.
Feed and Log Tracking
View sync feeds and logs to track successful and failed records using Krayin CRM Odoo Connector.
Controlled Data Sync
Use real-time actions, bulk operations, and scheduled imports based on supported flows.
Automated Imports
Import updated data from Krayin CRM into Odoo using cron-based scheduling.
Connector Configuration
Configure and manage the Krayin CRM connection directly from Odoo. You can control how data is synced between systems.
- Set Krayin CRM base URL and login credentials.
- Enable lead activity sync from Krayin CRM to Odoo.
- Turn on real-time create, update, and delete actions from Odoo.
- Auto-check CRM feeds before importing data.
- Apply duplicate checks for partners and products.
Partner Synchronization
Sync company and contact data between Odoo and Krayin CRM using different sync methods. Existing partners can be linked without duplication.
- Import companies and contacts from Krayin CRM into Odoo in bulk.
- Export and update partner details from Odoo to Krayin CRM.
- Link existing partners manually using Krayin Record IDs.
- Sync partner create and update actions in real time from Odoo.
- Import partner data automatically using cron jobs.
Product Synchronization
Maintain same product data in both Odoo and Krayin CRM with sync options.
- Import products from Krayin CRM into Odoo in bulk.
- Export and update product data from Odoo to Krayin CRM.
- Map existing products manually using Krayin Record IDs.
- Sync product create and update actions in real time from Odoo.
- Import updated products automatically using cron setup.
Lead and User Synchronization
Manage leads and users by importing and mapping data from Krayin CRM into Odoo. This helps keep lead ownership correct.
- Import leads from Krayin CRM into Odoo in bulk.
- Map existing leads manually using Krayin Record IDs.
- Import new and updated leads automatically using cron jobs.
- Import CRM users from Krayin into Odoo using Krayin CRM Odoo Connector.
- Map users manually to assign leads correctly.
Logs and Feed Management
Track all sync activity between Odoo and Krayin CRM using built-in logs and feeds. This helps understand data flow and quickly identify issues.
- View import and export logs for all synced records.
- Check success and failure status for each sync operation.
- Monitor CRM feeds before and after evaluation.
- Identify sync issues using detailed log entries.
- Improve control over data synchronization.
Support
For any query or issue, please create a support ticket here CREATE A TICKET HERE
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