User Guide for Mautic Odoo Connector

Mautic Odoo Connector integrates Odoo backend with the Mautic marketing automation platform.

It simplifies the flow of marketing data, such as contacts, campaigns, segments, and templates, between the two systems.

This module allows real-time synchronization and automated updates using cron jobs, eliminating the need for repetitive manual tasks.

Each Mautic channel can be configured separately, providing better control and customization over sync operations.

With secure API authentication, it enables smarter marketing and streamlined data handling within your Odoo environment.

Mautic Odoo Connector works in conjunction with the following module:

Odoo MultiChannel Email Marketing

You must install the above-mentioned module to use Mautic Odoo Connecto

1. Users can connect multiple Mautic marketing channels with Odoo easily.
2. This module automatically syncs data using scheduled cron jobs.
3. It allows you to import and export campaigns, contacts, segments, and templates.
4. A secure API connection ensures safe and reliable integration.
5. Each marketing channel can be configured separately according to your needs.
6. Users can view real-time sync status and logs to monitor activity.
7. Smart filters help target specific audiences for marketing.
8. Mailing lists can be exported to Mautic with just one click.

1. Once you purchase the App from Webkul store, you will receive a link to download module’s zip file.
2. Extract the file on your system after download finishes. As a result, you will be able to see a folder named ‘mautic_odoo_connector’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open Odoo App and click on the Settings menu. Here, click on Activate Developer Mode.
5. Then, open Apps menu and click on ‘Update Modules List.’
6. In the search bar, remove all the filters and search ‘mautic_odoo_connector’
7. You will be able to see module in the search results. Click on ‘Install’ to install it.

1. After installing Mautic Odoo Connector ,  navigate to the Multichannel Dashboard in Odoo, where you manage all channel connections, synchronizations, and data mappings in one place.

2. Click on New and enter the required connection details such as API Key, URL, and credentials for the external platform (e.g. Mautic).

3. After clicking on Test Connection, the system will verify your credentials. A “Connection Successful” message confirms the integration is live and ready for syncing.

4. Once connected, you can access import and export buttons to sync data like contacts, campaigns, templates, and more.

5. Configure general settings like API Record limit, Company name, and timezone to ensure imported data aligns.

6. Moreover, you can set up channel cron jobs to automate tasks like data fetching, error handling, and syncing intervals for ongoing operations.

7. Additionally, define import cron schedules for periodic syncing of audiences, contacts, campaigns, and more directly from the connected channel.

8. In addition, use the global settings tab to manage system-wide preferences like default campaign types, template folders, or fallback values for missing data.

9. After that, click on Import Audience to fetch mailing lists or groups from the external platform into Odoo.

10. Consequently, once the process is complete, a message confirms “Audience Import Successful,” and the imported lists become visible in your Odoo.

11. Then, proceed to import members (subscribers) under each audience to view their profiles and subscription status in Odoo.

12. After completion, you’ll see “Member Import Successful”, and the system logs will update accordingly.

13. Additionally, you can fetch running or scheduled email campaigns from the external platform by clicking Import Campaign.

14. The “Campaign Import Successful” message appears once campaigns are added to Odoo for tracking or further use.

15. Furthermore, you can sync your designed email templates by clicking Import Template, making them available inside Odoo for future campaigns.

16. As a result, a successful import will notify you with “Template Import Successful”, and the templates can then be used or edited inside Odoo.

17. You can also export audiences created in Odoo back to the connected channel, ensuring bidirectional data flow.

18. Similarly, you can export individual contacts or leads from Odoo to the third-party platform by selecting and using the Contact Export option.

19. Moreover, use this option to export entire mailing lists along with their associated fields and structure to the external service.

20. Alternatively, export only the contacts within a mailing list if the list structure already exists in the destination channel.

21. Additionally, all import/export activities, success logs, and errors can be easily tracked from the Synchronization History section.

Hope you find guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries, please create a ticket at the UV Desk.

In case of any further queries, contact us at our support mail.

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