Context:
Use our Odoo connector to automatically synchronise your Boost My Mail signatures with your CRM.
Go to your Boost My Mail portal via the Settings>Synchronisation>Odoo tab
In this settings window, you need to enter several details in order to establish the link between Boost My Mail and Odoo:
- Your Odoo URL
- Name of your Odoo database
- Your Odoo administrator's login
- Your Odoo Client ID
Next: Signatures are deployed to your Odoo users by activating the toggle:
In addition, this information will be updated automatically every 24 hours.
/!\ Once synchronisation is active, all your employees' data will depend on your directory. Please therefore ensure that it is kept up to date
1️⃣Your Odoo URL
Copy and paste the URL, without “ /odoo”
2️⃣Name of your Odoo database
Click on your profile in the top right, then on “ My databases”
From this interface, copy the name of your database:
3️⃣Your Odoo administrator's login
This is the email address of the administrator account
4️⃣Your Odoo Client ID
Click on your profile in the top right, then on “ My preferences ”
Go to the “ Security” tab, then click on “ Add API Key”
Name your key and set its validity period to “ Persistent key ”
Generate the key. This key corresponds to the “ Odoo Client ID” field in Boost My Mail. Copy it.
Your signatures will appear a few minutes later in the Preferences tab (via the menu in the top right), as well as in emails sent via the “ Contacts” and “ Sales” applications:
.
Comments
0 comments
Article is closed for comments.