{"id":347318,"date":"2022-08-10T08:58:31","date_gmt":"2022-08-10T08:58:31","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=347318"},"modified":"2025-11-10T13:01:25","modified_gmt":"2025-11-10T13:01:25","slug":"user-guide-for-clickup-odoo-connector","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/user-guide-for-clickup-odoo-connector\/","title":{"rendered":"User Guide for ClickUp Odoo Connector"},"content":{"rendered":"\n

INTRODUCTION<\/strong><\/h2>\n\n\n\n

Manage CRM efficiently with ClickUp Odoo Connector! <\/em><\/strong><\/p>\n\n\n\n

ClickUp is one of the finest CRM solutions present in the market. It allows you to manage your sales pipeline effectively and efficiently. <\/p>\n\n\n\n

But the question is, how can you make it even more effective and efficient?<\/p>\n\n\n\n

ClickUp Odoo Connector is the solution for you, which makes ClickUp more efficient and effective.<\/p>\n\n\n\n

The module allows you to integrate Odoo with the ClickUp CRM system. Further, the module enables you to quickly import or export data from ClickUp to Odoo.<\/p>\n\n\n\n

This module assists you in establishing a connection between your ClickUp Customer Relationship Management System and Odoo. <\/p>\n\n\n\n

Moreover, you can manage all ClickUp data like company, contact, product, user, deal or lead, etc. from the CRM system. However, Odoo will be the central location for managing backend settings.<\/p>\n\n\n\n

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NOTE: <\/strong>ClickUp Odoo Connector Module works in conjunction with the following module:<\/em><\/p>\n\n\n\n

Odoo Multi CRM Solution<\/strong><\/a><\/em><\/p>\n\n\n\n

First, you must install this module in your system for the ClickUp Odoo Connector module to work correctly.<\/em><\/p>\n<\/blockquote>\n\n\n\n

<\/p>\n\n\n\n

FEATURES<\/strong><\/h2>\n\n\n\n
    \n
  1. Connect Odoo with multiple ClickUp solutions.<\/li>\n\n\n\n
  2. Run cron to evaluate the feeds in the scheduled time.<\/li>\n\n\n\n
  3. The corn automatically deletes the synchronization history after the scheduled time.<\/li>\n\n\n\n
  4. Import all the connections data with a single import button.<\/li>\n\n\n\n
  5. Moreover, select the ClickUp Channel id and Object (you want to import).<\/li>\n\n\n\n
  6. Export all the connections data with a single export button.<\/li>\n\n\n\n
  7. Select the ClickUp connection id and the records (you want to export).<\/li>\n\n\n\n
  8. Further, the module stores feed data in text form.<\/li>\n\n\n\n
  9. The feed gets automatically deleted when the related record is created in Odoo.<\/li>\n\n\n\n
  10. A donut chart allows you to analyze the data of all the connections.<\/li>\n\n\n\n
  11. Select the data type from the dropdown.<\/li>\n\n\n\n
  12. Moreover, connection data cards direct you to the dashboard of the ClickUp connection.<\/li>\n\n\n\n
  13. Clickable tabs that redirect you to the respective mappings.<\/li>\n\n\n\n
  14. The line graph directs you to the dashboard of the ClickUp connection.<\/li>\n\n\n\n
  15. Clickable tabs redirect you to the respective mappings.<\/li>\n<\/ol>\n\n\n\n

    INSTALLATION<\/strong><\/h2>\n\n\n\n
      \n
    1. Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.<\/li>\n\n\n\n
    2. Extract the file on your system after the download finishes. You will be able to see a folder named- \u2018odoo_clickup_connect.\u2019<\/strong><\/li>\n\n\n\n
    3. Copy and paste this folder inside your Odoo Add-Ons path.<\/li>\n\n\n\n
    4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.<\/li>\n\n\n\n
    5. Then, open the Apps menu and click on \u2018Update Modules List.\u2019<\/strong><\/li>\n\n\n\n
    6. In the search bar, remove all the filters and search \u2018odoo_clickup_connect.\u2019<\/strong><\/li>\n\n\n\n
    7. You will be able to see the module in the search result. Click on \u2018Install<\/strong>\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n

      WORKFLOW<\/strong><\/h2>\n\n\n\n

      CONFIGURATION<\/strong><\/h3>\n\n\n\n

      1. Firstly, Log in to the Odoo backend, go to \u2018Multi-CRM> Connection> Create,\u2019 <\/strong>and enter the name. In the \u2018Credentials\u2019<\/strong> tab, enter the \u2018Client Id, Client Secret, Redirect URL, and Query String.\u2019<\/strong><\/p>\n\n\n\n

      \"Configuring-ClickUp-Odoo-Connector-1.\"<\/a><\/figure>\n\n\n\n

      2. Next, in the \u2018General\u2019<\/strong> tab, configure the details as per requirement. In this tab, fill in the details regarding auto-evaluation, data limit for auto-evaluate, etc.<\/p>\n\n\n\n

      \"COnfiguring-<\/a><\/figure>\n\n\n\n

      3. After that, move to the \u2018Scheduler\u2019<\/strong> tab, choose and tick the box next to the data you want to auto-import via cron. Then, click the \u2018Save\u2019<\/strong> button.<\/p>\n\n\n\n

      \"Configuring-ClickUp-Odoo-Connector-3.\"<\/a><\/figure>\n\n\n\n

      4. Once configured, click the \u2018Import\u2019<\/strong> button, select the Object you need to import and click the \u2018Import\u2019<\/strong> button.<\/p>\n\n\n\n

      \"Importing-data-via-ClickUp-Odoo-Connector.\"<\/a><\/figure>\n\n\n\n

      5. Now, open contacts, companies, leads, or users, and select the one you want to export. Select the records, click the \u2018Action\u2019<\/strong> button and locate the \u2018Export\u2019<\/strong> option. <\/p>\n\n\n\n

      This will open a pop-up, where you have to choose a connection and check the other details. Once done, click the \u2018Export\u2019<\/strong> button.<\/p>\n\n\n\n

      \"Exporting-data-via-Odoo-ClickUp-Connector.\"<\/a><\/figure>\n\n\n\n

      6. On the Multi-CRM dashboard, you can view all the mapped data stats in a \u2018Line graph and pie chart.\u2019<\/strong> Also, you can filter data accordingly with the \u2018Dropdown\u2019<\/strong> present on top of the line graph.<\/p>\n\n\n\n

      \"Odoo-ClickUp-Connector-dashboard.\"<\/a><\/figure>\n\n\n\n

      7. Now, click the \u2018Mapping\u2019<\/strong> menu to see all the mapping options and select the desired one to view all the mapped data.<\/p>\n\n\n\n

      \"Locating-mappings-in-Odoo-ClickUp-Connector.\"<\/a><\/figure>\n\n\n\n

      8. On the mapping page, you can view the list of all the mapping along with their store Id. <\/p>\n\n\n\n

      \"Viewing-mapped-data.\"<\/a><\/figure>\n\n\n\n

      8.1. You can view all mapping details by clicking any of them on the list page.<\/p>\n\n\n\n

      \"Viewing-mapped-data-details.\"<\/a><\/figure>\n\n\n\n

      9. From the mapping of the ClickUp options, you can view their details. Click an option to view the list of the mappings.<\/p>\n\n\n\n

      \"Viewing-ClickUp-data-mapping.\"<\/a><\/figure>\n\n\n\n

      9.1. Also, you can view the details of the mappings by clicking and opening them.<\/p>\n\n\n\n

      \"Viewing-ClickUp-data-mapping-details.\"<\/a><\/figure>\n\n\n\n

      OTHER ODOO MODULES<\/strong><\/h2>\n\n\n\n