Recurly-Odoo Connector: Effortless Subscription Management
Overview
The Recurly Odoo Integration module offers a seamless connection between Recurly's subscription management platform and Odoo, enabling businesses to efficiently manage their subscription data within a unified environment. This powerful integration automates the synchronization of key data, including customers, subscriptions, invoices, payments, and transaction records.
By integrating Recurly with Odoo, this module eliminates data silos, reduces manual data entry, and improves operational efficiency for subscription-driven businesses. It is a valuable tool for companies looking to harness the power of automated subscription management while leveraging Odoo's robust ERP capabilities.
Hot Features
◆ Data Import & Update.
◆ Data Transformation Options.
◆ Data Exportations.
◆ Real-Time Data Sync.
◆ Auto-Sync is available.
◆ User-Friendly Notifications.
◆ Maintain logs of the transfers.
◆ Easy to Understand the flow.
◆ On single click data synchronization.
◆ Gift Cards & Coupons Synchronization.
◆ Plans & Subscriptions Synchronization.
◆ Products, Invoices and many more entities.
Features
◆ Automatically import and update Recurly customers in Odoo.
◆ Import and track Recurly invoices within Odoo seamlessly.
◆ Synchronization of Recurly payments and update Odoo financial records.
◆ Synchronization of Products.
◆ Synchronization of purchase orders with recurly. Synchronization of gift cards and coupons.
◆ Maintain product data consistency between Recurly and Odoo.
◆ Ensure near-instant data synchronization between both platforms.
◆ Configure selective sync options for specific business operations.
◆ Visualize sync status, logs, and metrics for complete visibility.
◆ Real-time synchronization of subscription plans and customer data.
◆ Auto-sync of Coupons , Gift Cards and promotional campaigns.
◆ Bulk import/export functionality for customer and transaction data.
Working Flow
- User need to navigate to Recurly Connection and click on New.
- See the number of accounts in odoo before the sync
- The number of accounts in recurly
- To perform the synchronization, click on the Sync Contacts button
- User can also view the logs created for each sync
- The number of accounts in odoo after the sync.
- Transactions in odoo before the sync
- Transactions in Recurly
- To perform the synchronization click the Sync Transactions button.
- Transactions in odoo after the sync.
- Invoices in odoo before the sync.
- The number of invoices in recurly.
- To perform the synchronization click the Sync Invoices button.
- Invoices in odoo after the sync.
- Invoices in recurly after the sync.
- Logs are also created for each sync.
- To show Shipping Methods user need to navigate Sales >> Configurations >> Shipping Methods
- Shipping Methods in odoo before the sync.
- Shipping Methods in recurly
- To perform the synchronization click the Sync Shipping Methods button.
- Shipping Methods in odoo after the sync.
- Purchase orders in odoo before the sync.
- To perform the synchronization click the Sync Purchase Orders button.
- The notification also comes for the each sync.
- Gift Cards in odoo before the sync.
- Gift Cards in Recurly before the sync.
- To perform the synchronization click the Sync Gift Cards button.
- Gift Cards in odoo after the sync.
- Products in odoo before the sync.
- Products in recurly before the sync.
- To perform the synchronization click the Sync Products button.
- Products in odoo after the sync.
- Enable the below configuration to see the Unit Of Measure menu.
- To perform the synchronization click the Sync Measured Units button.
- To navigate the the Measured Units , Sales >> Configurations >> Unit Of Measure
- User Can View the logs for the each Transaction
- There is a feature of Auto Synchronization also
- Please read the Note properly to avoid the misconceptions.
- There is a count of the imported entities.
