Learn how to set up an automated Reverse ETL workflow in Peliqan to seamlessly sync data from your CRM (like Pipedrive) into your ERP system (Odoo). This step-by-step tutorial is perfect for data teams looking to operationalize their warehouse data and keep business applications up-to-date.
In this video, you will see:
– Connecting Pipedrive and Odoo: Making data instantly available in Peliqan’s built-in data warehouse.
– Source Data Preparation: Creating custom SQL queries to add necessary fields, like the Is Company flag for partner object synchronization.
– Reverse ETL App Setup: Installing the Peliqan app and configuring two separate sinks for Companies and Contacts.
– Handling Relationships: Ensuring the parent-child relationship is correctly configured so contacts are linked to their parent companies in Odoo using the foreign key relationship (org_id).
– Field Mapping: Accurately mapping source fields to target fields in Odoo’s partner object.
– Automating the Sync: Setting up an hourly incremental sync schedule to process only new and updated records, keeping your Pipedrive and Odoo data continuously aligned.
– Full Visibility: Checking the automatically created link tables to track the status and history of every sync.
– Stop manual data transfers and start leveraging the power of Reverse ETL to ensure data consistency across your entire tech stack.