Recycly User & Setup Guides

< Back to Home

29 articles

Aiken Workbench: Creating a Recycly Item ID Custom Field

By default, our Aiken integration associates Aiken reports with Items in Recycly using the device S…

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…

Aiken Workbench: Installing the Recycly Integration service

In order to connect your Aiken Workbench system to Recycly, you'll need to install our Recycly-Aike…

Configuring Outgoing Email via Google Workspace

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

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…

Creating New Asset Types

The quickest way to create a new asset type is to duplicate an existing one that is similar to the…

Creating New QuickBooks Accounts from CRM

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

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…

Deleting items or lots which are currently shown as in stock

Occasionally you may with to delete an asset, for example if it is a duplicate, or has been importe…

Editing Document & Report Templates

Recycly allows you to edit your Document Templates (Quote, Sales Order, etc.) and Report Templates…

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…

Guide to Importing Individual Hard Drives

For ITADs that do hard drive erasure or shredding en-masse onsite, it is useful to be able to impor…

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…

Microsoft 365: Configuring a Microsoft 365 User for Recycly Email

In order to use Microsoft 365 with Recycly, you will need to configure an email account within your…

Microsoft 365: Setting up the Outgoing Email server in Recycly

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

Outbound Sales 01: Creating the Order

There are currently two ways to create Outbound Sales Orders in Recycly Option 1. Adding Specific I…

Parts Harvesting / Demanufacturing

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

Performing actions on a large number of assets

By default, for performance reasons, Recycly will only show the first 80 items / lots that match yo…

Processing Collections / Drop-offs where the types & quantities of items is not known in advance

Often customers are not able to be specific about the exact types and quantities of equipment that…

QuickBooks Integration Overview

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

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…

Xero Integration Overview

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