Mautic Odoo Connector User Guide

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

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

This module enables real-time synchronization and automatic 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 efficient data handling within your Odoo environment.

Odoo’s Mautic Connector works in conjunction with the following modules:

Odoo Omnichannel Email Marketing

You have to install the above-mentioned modules to use Mautic Odoo Connecto

1. Users can connect multiple Mautic marketing channels with Odoo easily.
2. This module automatically synchronizes data using scheduled cron jobs.
3. It lets you import and export campaigns, contacts, segments, and templates.
4. Secure API connections ensure secure and reliable integration.
5. Each marketing channel can be configured separately according to your needs.
6. Users can view real-time sync status and log 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 zip module submit.
2. Extract the files on your system once the download is complete. As a result, you will be able to see a folder named ‘mautic_odoo_connector’
3. Copy and paste this folder inside your folder Odoo Add-ons Path.
4. Now, open the Odoo Application and click on the Settings menu. Here, click Enable Developer Mode.
5. Then, open the Application menu and click ‘Update Module List.’
6. In the search bar, clear all filters and search for ‘mautic_odoo_connector’
7. You will be able to see the module in the search results. Click on ‘Install‘ to install it.

1. After installing Mautic Odoo Connector, navigate to the Omnichannel Dashboard in Odoo, where you manage all your channel connections, syncs, and data mapping in one place.

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

3. After clicking Test Connection, the system will verify your credentials. The “Connection Successful” message confirms that the integration is active and ready to sync.

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

5. Configure general settings such as API Record limits, Company name, and time zone to ensure alignment of imported data.

6. Additionally, you can set up channel cron jobs to automate tasks such as data retrieval, error handling, and synchronization intervals for ongoing operations.

7. Additionally, define a cron import schedule for periodic synchronization of audiences, contacts, campaigns, and more directly from connected channels.

8. Additionally, use the global settings tab to manage system-wide preferences such as default campaign types, template folders, or backup values ​​for lost data.

9. After that, click Import Audience to fetch mailing lists or groups from external platforms to Odoo.

10. As a result, once the process is complete, a message confirms “Audience Import Successful,” and the imported list will be visible in your Odoo.

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

12. Once completed, you will see “Member Import Successful”, and the system log will be updated.

13. Additionally, you can retrieve running or scheduled email campaigns from external platforms by clicking Import Campaign.

14. The “Campaign Import Successful” message appears after the campaign is added to Odoo for further tracking or use.

15. Next, you can sync your designed email template by clicking Import Template, so that it is available within Odoo for future campaigns.

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

17. You can also export audiences created in Odoo back to connected channels, ensuring two-way data flow.

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

19. Additionally, use this option to export the entire mailing list and its associated fields and structure to an external service.

20. Alternatively, export only the contacts in the 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 Sync History section.

We hope this guide is useful for you! Please share your feedback in the comments below.

If you still have problems/questions, please create a ticket at UV Desk.

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