MailChimp Account Configuration

Once the account is connected, the Settings tab of the MailChimp account controls how members and contacts are synchronized between Odoo and MailChimp. Open the account from Email Marketing ‣ MailChimp ‣ Accounts.

Member Options

MailChimp account Member Options
  • Auto Create Member In Odoo? — When a new subscriber is added in MailChimp, Odoo can automatically create a corresponding mailing contact. (Enabled by default.)

  • Auto Create Customers In Odoo? — Beyond mailing contacts, Odoo can also create Customer records for new subscribers if they don’t exist. This is useful if you want to use MailChimp audiences not just for campaigns but also for CRM, sales, or support workflows. Visible only when Auto Create Member is enabled.

  • Auto Sync Member? — Allows scheduled import and update of members between Odoo and MailChimp. Controlled by Scheduled Actions, which can be configured to run at intervals (daily, hourly, etc.).

  • Auto Update Contact in MailChimp? — When Odoo mailing contacts are updated (e.g., name, email, or other details), these changes can be pushed back into MailChimp automatically. Prevents data mismatches and keeps both systems aligned.

  • Is Override Contact Name? — If the subscriber name in Odoo differs from MailChimp, you can choose whether Odoo should override MailChimp’s name during sync.

  • Campaign Report — Defines how long Odoo should continue fetching reports (opens, clicks, unsubscribes) from MailChimp after a campaign has been sent. Default is 5 days, but it can be extended (e.g., 30, 60, or 300 days as shown in the screenshot) depending on campaign needs.

Note

A contact’s address is only exported/updated when the full address (street, city, state, ZIP and country) is filled in. Incomplete addresses are skipped.

Tip

Keep Auto Create Customers In Odoo? disabled if you only use MailChimp for newsletters. Enable it when you want subscribers to become CRM/sales contacts too.

Sync Direction

Driven by the options above, members and contacts flow both ways:

  • Import (MailChimp → Odoo) — New subscribers added in MailChimp are automatically created as mailing contacts in Odoo.

  • Export (Odoo → MailChimp) — New mailing contacts or updates in Odoo are synced back to MailChimp when Auto Update Contact in MailChimp? is enabled.

Account Overview & Smart Buttons

The account form shows smart buttons that summarize and open the connected data.

MailChimp account smart buttons
  • Lists/Audience — Number of Lists/Audiences linked to this account, opens the audience list.

  • Campaigns — Number of campaigns linked to this account, opens the campaign list.

  • Test Connection / Generate Webhook URL — Header buttons to validate the key (Connect Your MailChimp Account) and enable real-time updates (Webhook Configuration).

Import MailChimp Data

Bring your existing MailChimp data into Odoo from Email Marketing ‣ MailChimp ‣ MailChimp Operations.

MailChimp Import Operations wizard
  1. Select the Account(s) to import from.

  2. Choose what you want to import:

  3. Click Process.

Note

Selecting Campaigns automatically selects Templates as well, because a campaign references the template it was built with.

Scheduled Actions

The connector ships with scheduled actions (crons) that keep data in sync automatically. Open them from Settings ‣ Technical ‣ Scheduled Actions (developer mode) or from the Scheduled Actions link on the account.

MailChimp scheduled actions

Scheduled Action

Purpose

Default Interval

Fetch MailChimp Audience

Import/update audience members

Every 1 hour

Auto Export Contact to MailChimp List

Push matching Odoo contacts to MailChimp

Every 1 hour

Fetch Campaigns Reports From MailChimp

Import opens/clicks/bounces for campaigns

Every 1 hour

Process Queue Jobs (MailChimp)

Process queued data (members, campaign reports)

Every 10 minutes

Note

Large audiences and reports are fetched into a background queue and processed in batches by the Process Queue Jobs action. This prevents timeouts on big data pulls — records appear in Odoo gradually as the queue is processed.

Warning

Do not delete these scheduled actions. If a cron is removed, re-upgrade the module to restore it.