{"id":361025,"date":"2022-12-19T12:53:06","date_gmt":"2022-12-19T12:53:06","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=361025"},"modified":"2022-12-22T07:50:57","modified_gmt":"2022-12-22T07:50:57","slug":"user-guide-for-odoo-monday-connector","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/user-guide-for-odoo-monday-connector\/","title":{"rendered":"User Guide for Odoo Monday Connector"},"content":{"rendered":"\n

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

Improves CRM performance with Odoo Monday Connector!<\/em><\/strong><\/p>\n\n\n\n

Monday CRM is a functional and user-friendly CRM solution for users. It offers a fully customizable option so users can set everything according to them. Moreover, Monday offers many great features that ease and make work efficient.<\/p>\n\n\n\n

Hence to make your CRM more efficient, we created Odoo Monday Connector. This module permits you to connect your multiple Monday CRM to a single Odoo backend so you can manage each of them from a single place.<\/p>\n\n\n\n

Further, the Monday Connector eases your work and views all the stats through the various line, bar, doughnut charts, and graphs available.<\/p>\n\n\n\n

\n

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

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

First, you must install this module for the Odoo Monday Connector 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. It integrates multiple Monday CRM to a single Odoo backend.<\/li>\n\n\n\n
  2. Cron scheduler to automatically sync the feeds.<\/li>\n\n\n\n
  3. The cron runs and evaluates the feeds at the scheduled time.<\/li>\n\n\n\n
  4. Deletes synchronization history once the feed is created in Odoo.<\/li>\n\n\n\n
  5. General import and export button to sync data from all connections.<\/li>\n\n\n\n
  6. Choose the connection filter and object to import data.<\/li>\n\n\n\n
  7. Similarly, select the data and choose the export to CRM option for exporting.<\/li>\n\n\n\n
  8. It has a dynamic dashboard with clickable data cards.<\/li>\n\n\n\n
  9. Analyze and track data of all connections from the Odoo Multi- CRM dashboard.<\/li>\n\n\n\n
  10. The admin can further sort the data by week or month.<\/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_monday_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_monday_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

      Let\u2019s begin the configuration of the Odoo Monday Connector.<\/p>\n\n\n\n

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

      1. After installation, go to \u2018Multi-CRM> Connection> Create.\u2019<\/strong><\/p>\n\n\n\n

      \"Creating-Odoo-Monday-Connector.\"<\/a><\/figure>\n\n\n\n

      2. On the new page, enter the name and connector image and paste the Instance URL under the \u2018Credentials\u2019<\/strong> tab.<\/p>\n\n\n\n

      The \u2018Update API Token\u2019<\/strong> button permits you to update any changes in the API to the odoo instance so it keeps working correctly.<\/p>\n\n\n\n

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

      3. Move to the \u2018General\u2019<\/strong> tab and configure settings like Auto Evaluate- Default Sales Person, API limit per page, and color.<\/p>\n\n\n\n

      \"Configuring-Odoo-Monday-Connector-2\"<\/a><\/figure>\n\n\n\n

      4. The \u2018States\u2019<\/strong> tab will show the various CRM states that are in use at the Monday end.<\/p>\n\n\n\n

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

      5. In the \u2018Scheduler\u2019<\/strong> tab, you can select the data you want to import via the cron scheduler.<\/p>\n\n\n\n

      \"Setting-cron-scheduler-in-Odoo-Monday-Connector\"<\/a><\/figure>\n\n\n\n

      6. Once done, click the \u2018Save\u2019<\/strong> button and then click the \u2018Connect\u2019<\/strong> button to establish a connection between Odoo and Monday CRM.<\/p>\n\n\n\n

      After the connection, you can break the established tie with the \u2018Disconnect\u2019<\/strong> button. Also, the \u2018Import\u2019<\/strong> button will let you import data from Monday to Odoo.<\/p>\n\n\n\n

      \"Disconnecting-and-importing-data-in-Odoo-Monday-Connector\"<\/a><\/figure>\n\n\n\n

      DATA IMPORT\/EXPORT FROM MONDAY TO ODOO<\/strong><\/h3>\n\n\n\n

      7. In the import wizard, Select \u2018Connection, Object, and Filter.\u2019<\/strong> You can filter the data according to the All and ID filters.<\/p>\n\n\n\n

      \"import-data-wizard-in-Odoo-Monday-Connector\"<\/a><\/figure>\n\n\n\n

      8. Now move to any of your modules whose data you want to export and select those data, and under the \u2018Action\u2019<\/strong> menu, click \u2018Export to CRM.\u2019<\/strong><\/p>\n\n\n\n

      \"selecting-data-for-export-to-CRM\"<\/a><\/figure>\n\n\n\n

      9. In the export wizard, choose the \u2018Connection, Channel, and Operation (Update\/Export).\u2019<\/strong> The system will automatically fill in the object type and IDs according to your selection. <\/p>\n\n\n\n

      \"Export-wizard-in-Odoo-Monday-Connector\"<\/a><\/figure>\n\n\n\n

      10. On the Multi-CRM dashboard, you can view the stats and data of all the Monday connections.<\/p>\n\n\n\n

      \"Odoo-Multi-CRM-Dashboard\"<\/a><\/figure>\n\n\n\n

      DATA MAPPING IN ODOO<\/strong><\/h3>\n\n\n\n

      11. Now, click the \u2018Mapping’<\/strong> menu to view all the mapped data.<\/p>\n\n\n\n

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

      12. Next, open any of the sub-menu under the mapping menu to view the list of mapped data, and click on any of them to view the details.<\/p>\n\n\n\n

      \"Mapped-data-in-odoo\"<\/a><\/figure>\n\n\n\n

      13. You can also view the Monday mappings records. Click the \u2018Mapping> Monday\u2019<\/strong> and choose any sub-menus. It helps manage the columns for importing and exporting data.<\/p>\n\n\n\n

      \"Column-mapping-in-odoo\"<\/a><\/figure>\n\n\n\n

      14. It will also show data similar to the mapping created for import.<\/p>\n\n\n\n

      \"Mapped-column-in-odoo\"<\/a><\/figure>\n\n\n\n

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