Evaneos ⇄ Odys Integration

malysddm
Apr 18
3 min read

Updated: 5 days ago

The Evaneos ⇄ Odys integration simplifies lead management and payment tracking for Destination Management Companies (DMCs). Here's what you need to know:

What It Does: Automatically imports leads from Evaneos into Odys CRM and syncs real-time payment updates, including reference numbers, amounts, and transaction details.
Why It Matters: Saves time by reducing projects creation by 75%, ensures accurate data, and balances workloads by distributing leads automatically.
Getting Started: You'll need an Evaneos account and an active Odys account to enable the integration.

Key Steps:

Enable the integration in the Odys dashboard.
Connect your Evaneos API credentials.
Test lead transfers and payment syncing for accuracy.

This integration helps DMCs focus on delivering great services by automating repetitive tasks and improving efficiency.

Before You Start

Make sure you've checked the system requirements and have the following ready:

A verified Evaneos account.
An active Odys account with permissions to configure integrations.

Once these are in place, head over to the Setup Instructions to activate your integration.

Setup Instructions

Turn On the Evaneos Connection

Go to the Odys dashboard, navigate to Integrations, click on the Evaneos connector, and choose Enable Integration.

Using the Integration

Once you've completed the setup and testing, you can streamline your daily workflows for handling leads and payments effortlessly:

Lead Transfer Process

Every inquiry from Evaneos is automatically sent to Odys within seconds. It includes all customer details, so there's no need to input anything manually.

Payment Updates

Payment updates from Evaneos sync directly with Odys in real time. This ensures you have accurate information on reference IDs, amounts, and statuses right in your financial overview - no manual updates required.

Time-Saving Benefits

With leads and payments handled automatically, your team can shift their focus to delivering personalized services and fine-tuning itineraries, instead of getting bogged down by administrative work.

Tips for Daily Use

Here’s how to simplify daily payment management and reporting:

Payment Tracking Methods

Odys offers real-time payment syncing with Evaneos, making it easier to keep track of transactions. Standard payments are deposited within 48 hours. For quicker access, expedited payments clear within 4–24 hours (with an additional fee). Transactions made on weekends or holidays are processed the next business day. Use Odys's payment dashboard to track incoming funds and match them to your bookings. These updates are automatically reflected in your Odys reports.

Using Odys Reports

Odys reports provide insights into Evaneos leads and payments. You can generate reports to monitor:

Lead-to-booking conversion rates by season
Average response times for inquiries
Payment processing times
Revenue categorized by booking type

Set up weekly automated reports to stay on top of key performance metrics and identify patterns in your lead activity. Additionally, you can configure payment reconciliation reports to automatically match Evaneos payments with their respective bookings, helping you catch any discrepancies early.

Test the Connection

Run these steps to ensure everything is working:

Lead Transfer Test Create a test lead in Evaneos. Within 1–2 minutes, confirm it appears in your Odys CRM. Check that all customer details and request information are accurate.
Payment Sync Verification Process a small test payment in Evaneos (e.g., $1). Verify that Odys captures the following details:
- Payment reference number
- Amount in USD
- Wire transfer ID
- Evaneos payment reference
System Status Check In the Odys dashboard, go to Integrations > Status. Verify a green checkmark, which confirms the connection is active.

If any step fails, regenerate the API keys and re-enter them.

Once setup is complete, proceed to Using the Integration to handle incoming leads and payment updates.

Summary

Evaneos ⇄ Odys streamlines processes by automating real-time lead imports and syncing payments. This reduces manual data entry, speeds up itinerary creation by 75%, and integrates with over 200 automations tailored to your workflows.