Recycly Knowledgebase

22 articles

00. QuickBooks Integration Overview

Our QuickBooks integration is an optional add-on available to Recycly that allows them to connect t…

00. Xero Integration Overview

The Recycly Xero integration is an optional add-on that allows you to connect Recycly to your Xero…

0- GETTING STARTED WITH RECYCLY -0

- Read this article to get started with Recycly - Notes Most articles in our online Knowledgebase w…

10. Setting up the QuickBooks Link

Prerequisites You'll need: a Recycly account with access to the Settings Area of Recycly a QuickBoo…

20. Controlling Access to QuickBooks from within your Recycly system

For each user of your Recycly system, you can select what (if any) access they have to QuickBooks i…

30. Creating New QuickBooks Accounts from CRM

Prerequisites You need to enter some required information on the record in CRM before you can trans…

Aiken Workbench: Installing TeamViewer for Recycly Remote Support

We've designed our Aiken integration to be as self-service as possible, but there are occasions whe…

Configuring Microsoft 365 for Outgoing Email

Recycly allows you to configure your system to send emails via your Microsoft 365 account, so that…

Configuring Outgoing Email via Google Workspace

Recycly allows you to configure your system to send emails via your Google Workspace account, so th…

Creating & Editing Document Templates

Recycly allows you to edit your Quotation, Sales Order and Purchase Order templates directly with M…

Data Import FAQ (Frequently Asked Questions)

Q: What format do I need my data to be in order to import it into Recycly? Recycly accepts data in…

Editing Email Templates

Recycly has a very powerful email system, that lets you send and track emails against most records…

Finding and Removing Duplicate Values in Excel Data

Some fields in Recycly such as "Model Number" do not allow duplicate values, and you may get a warn…

Guide to Importing Asset Items & Lots

Recycly is very flexible when it comes to data imports, but it can make it challenging when doing y…

How do I mark items as recycled, so they go out of stock?

Firstly, make sure your items have an Intended Final Action set. Normally this comes through from t…

Inviting Customers to the Portal

The Recycly Customer Portal gives your customers access to their Jobs, Collections / Drop-offs, Quo…

Linking your Recycly website(s) to Google Analytics (GA4)

To follow your Odoo website’s traffic with Google Analytics: Create or sign in to a Google account…

Parts Harvesting / Demanufacturing

(Images to be added) Tracking of Weights and Units You can choose to track specific asset types by…

Selling to Customers in Multiple Currencies

Recycly allows you to buy and sell in multiple currencies. Setting a currency against your Customer…

Sending data files to us, so we can quote you for import

If you'd like to raise a request for us to quote for importing your data. Please provide us with th…

Sending Templated Emails

Recycly has a very powerful email system, that lets you send and track emails against most records…

What is an "Administrator User"?

An Administrator user has access to all system settings, such as the ability to add / remove Asset…