Set up Contact Synchronization with Odoo CRM

Prerequisites

You have integrated Yeastar P-Series PBX System and Odoo CRM.

Procedure

1. Log in to PBX web portal, go to Integrations > CRM.
2. On the CRM integration page, turn on Synchronize Contacts Automatically.
3. In the Synchronize Contacts From drop-down list, select the type(s) of contacts to be synchronized from Odoo CRM.
   
   
   • Individual: A type of external contact that is recorded in your database.
   • Leads: The potential customers or unqualified sales opportunities that are recorded in your database.
   • Company: A type of external contact that is recorded in your database.
4. In the Synchronize to Phonebook drop-down list, select an existing empty phonebook or create a new phonebook to store the contacts that will be synced from Odoo CRM.
   Note: The contacts can only be synchronized to an empty phonebook.
   
   
   
5. On the Always Query CRM option, decide whether to search contacts in the CRM real-time.

   

   • If enabled, PBX will query CRM in real time for contact information, and support real-time dial search for CRM contacts in the Linkus clients of the associated extension users.
   • If disabled, PBX will only query CRM when there is no matching information found in the PBX company contacts.
     Note:

     • Enabling this feature will increase API usage, so make sure to monitor your quota accordingly.
     • The real-time search is not supported when masked number is enabled.
6. Click Save.

Result

On Contacts > Phonebooks, the associated phonebook comes with a label of .