Members / Contacts Management¶

Keeping members in sync is the heart of any MailChimp integration. The connector links MailChimp members with Odoo mailing contacts (and, optionally, customers), in both directions — so subscribing, unsubscribing and profile changes stay consistent across both systems.

How Member Sync Behaves¶

What happens during sync — whether Odoo auto-creates mailing contacts and customers, pushes updates back to MailChimp, syncs members on a schedule, and overrides the contact name — is controlled by the account’s Member Options.

Note

These member/contact options live on the MailChimp account’s Settings tab and are configured once. For a full description of each one, see MailChimp Account Configuration.

Import Members (MailChimp → Odoo)¶

There are three ways members come into Odoo:

Manually — On an audience, click Fetch Members (see Lists / Audiences Management).
On schedule — The Fetch MailChimp Audience scheduled action imports members automatically when Auto Sync Member? is enabled.
In real time — A registered webhook creates/updates the contact the moment a subscriber changes in MailChimp (see Webhook Configuration).

Each imported member becomes a mailing contact with its status (subscribed, unsubscribed, cleaned, transactional), its tags, and any merge-field values mapped to Odoo fields.

Note

Members with a cleaned status are added to the Odoo blacklist automatically, so you never email an undeliverable address.

Export a Contact (Odoo → MailChimp)¶

A single record can be pushed to MailChimp from either a customer or a mailing contact, using the same two actions in the cog (⚙) menu:

Export to MailChimp — Adds the contact to a MailChimp audience.
Update to MailChimp — Pushes the contact’s latest details (email, status, mapped merge fields and tags) to the matching MailChimp member.

From a Customer¶

On a customer form, open the cog menu and choose Action ‣ Export to MailChimp or Action ‣ Update to MailChimp.

A wizard then opens asking which MailChimp List(s) to export the customer into — pick the lists/audiences and click Export.

Tip

The MailChimp List tab on the customer form shows which audiences the contact already belongs to and whether they are opted out — handy before exporting again.

From a Mailing Contact¶

On a mailing contact form (Email Marketing ‣ Mailing Lists ‣ Mailing List Contacts), open the cog menu and choose Export To MailChimp or Update To MailChimp.The contact is exported directly to the MailChimp audience(s) it is already subscribed to (the lines on its Subscriptions tab).

The Subscriptions tab on the mailing contact lists each audience it belongs to, with the Status (Mailchimp), the Opt Out flag, and the subscription/unsubscription dates — so you can confirm the result after exporting.

Export Several Contacts at Once¶

You can export in bulk from a list view:

Customers — Contacts app ‣ select records, then :menuselection:`Action ‣ Export to MailChimp.
Mailing Contacts — In Email Marketing ‣ Mailing Lists ‣ Mailing List Contacts, select records, then Actions ‣ Export To MailChimp (or Update To MailChimp).

Tip

In the Mailing Contacts list, use the Pending for Export filter to quickly find contacts that belong to a MailChimp audience but haven’t been pushed yet.

Auto-Export Contacts¶

To keep an audience continuously filled, enable Auto Export Contact? on the audience and define a filter. Odoo then exports every matching contact on a schedule — see Auto Export Contacts to an Audience.

MailChimp Logs¶

When the Auto Export Contact to MailChimp List scheduled action runs, MailChimp may reject a record — most often because of a missing or invalid email. Instead of stopping the whole batch, the connector records the failure in a MailChimp Log and carries on with the remaining contacts.

Open the logs from Email Marketing ‣ MailChimp ‣ Mailchimp Logs.

Each log shows:

Type — Error.
During — Export.
Lines — one row per failed record: the contact Name, the Description (the raw MailChimp error, e.g. “Please provide a valid email address.”), and an arrow icon that redirect to the related contact.

Use the log to find and fix the invalid data (for example, correct the contact’s email). On its next run the scheduled action re-attempts the export for those records.

Note

Logs are written only for the scheduled auto-export. A manual Export/Update shows the error directly on screen instead of writing a log.

Merge Fields & Tags¶

Merge fields mapped on the audience (see Lists / Audiences Management) are filled from the contact’s Odoo fields on every export/update. Address, FNAME and LNAME are handled automatically.
Tags on the Odoo contact are synced to the member as MailChimp tags.

Real-time Updates¶

When a subscriber changes in MailChimp, the webhook keeps Odoo current instantly:

MailChimp Event	Effect in Odoo
Subscribe	Contact created/updated and marked subscribed.
Unsubscribe	Contact opted out of that audience.
Profile update	Contact name and email updated.
Cleaned address	Email blacklisted and opted out.

Note

Deleting a contact is handled by the webhook, not a separate event you select — MailChimp has no delete update type. When a contact is permanently deleted in MailChimp, the webhook still fires, and (if it is registered and active) the connector removes that contact from Odoo as well.

See Webhook Configuration to enable webhooks.