OneDrive / SharePoint Odoo Integration v.10

The tool to automatically synchronize Odoo attachments with OneDrive files in both ways

394€

The price already includes all necessary dependencies = 264€ (own price) + 130€ (Cloud Storage Solutions) .
Current version: 10.0.1.3.4

Enterprise
Community
Odoo document system is clear and comfortable to use. However, it is not designed to work with files as OneDrive does. To process attachments users need to download a file, to change it, and to upload back. Documents are not synced locally and Odoo doesn't have powerful previewers and editors like Word or Excel. OneDrive doesn't have such disadvantages. This is the tool to integrate OneDrive features into your Odoo business work flow. The app automatically stores all Odoo attachments in OneDrive and provides an instant access to them via web links. In such a way users work with files comfortably in OneDrive, while the results are fully available in Odoo.

Synchronization is bilateral. All Odoo attachments are put in OneDrive regularly. OneDrive files create attachments in Odoo in case they are placed in a correct folder. Look at the sections From Odoo to OneDrive and From OneDrive to Odoo

Integration is automatic in both ways. Based on scheduled jobs, Odoo send attachments to OneDrive and retrieve files from there

Any Odoo document might be synced: customers, opportunities, sale or purchase orders, tasks or issues, employees or users, etc. You decide by your own which records should be in OneDrive, and which should be left in Odoo

Synchronization works for SharePoint sites, OneDrive for business, and personal OneDrive. In the first case the files are kept in preselected documents library, in the latter two – in a user' documents library

All synced files are easily accessible though clicking on an attachment. Odoo automatically redirects you to a file previewer. Among others it might be Word or Excel editors (if Office365 is set up). Besides, you might open a whole document folder by clicking on 'Open folder' on the attachment widget

All sync activities might be logged. Control over files and folders creations, moves, name changes and removals. Just turn on the option 'Log sync activities' and access history through the button 'Sync logs'

The tool is compatible with Odoo reporting and mailing apps. If such an app faces a synced file, it retrieves a real content from OneDrive. In particular, the reports 'always reload' feature and messages & mass mailing attachments work properly

Integration is based on a single user endpoint. It means that you should login in OneDrive only once. Afterwards for integrations Odoo would use that credentials disregarding an actual Odoo user. Make sure, however, that real Odoo users have an access to OneDrive to open URLs linked to their attachments

From Odoo to OneDrive

Direct synchronization has 2 prime aims:
  • Prepare and keep updated folders' structure in OneDrive
  • Upload new attachments to a correct folder
Folders

Odoo creates a convenient directory structure in OneDrive: Odoo / Document type name / Document name / Files, where:

  • Odoo is a central directory for Odoo Sync in your Drive.
  • Document type is a synced Odoo model, for example, 'Sale orders', 'Opportunities', 'Customers'
    • You select document types by yourself. It might be any document type
    • Moreover, you might have a few folders for a single document type. Use Odoo domains to have not global 'Partners, but 'Customers' and 'Suppliers', not just 'Sale orders' but 'Commercial offers', 'To deliver', and 'Done orders'
    • With each sync Odoo would try to update document types' folders. Add a new document type at any moment. It will appear in OneDrive with a next sync
    • You are welcome to introduce or change document types folder names at any moment in Odoo. Take into account: renaming in OneDrive will be recovered to Odoo names
    • If you remove a model from integration, it will not be deleted from OneDrive to keep already synced files safe. However, new documents of this type would not be synced
    • In case you removed a directory in OneDrive / SharePoint, but it is still configured in Odoo, with a next sync a folder structure is going to be recovered (not files, surely).
  • Document is an exact object to sync. For instance, 'Agrolait' or 'SO019'
    • Documents are synced in case they relate to a synced document type and satisfy its filters. For example, you are not obliged to sync all partners, you may integrate only 'Customers' and 'Vendors' or only 'Companies', not 'Contacts'
    • Odoo would generate a folder in OneDrive for each suitable document even for documents without attachments. It is needed for a backward sync to easily add new files
    • OneDrive folder name equals a real document name. It relies upon Odoo name_get method. Thus, Odoo 'Michael Fletcher' (a contact of 'Agrolait') would be OneDrive 'Agrolait, Michael Fletcher'
    • If an exact document changes its document type (e.g. a quotation is now confirmed), Odoo will automatically relocate its related folder to a proper parent directory (in the example: from 'Commercial offers' to 'To deliver')
    • In case a document relates to a few types (for instance, you have 'Vendors' and 'Customers', while Agrolait is both), this document folder would be put into the most prioritized document type. A document type priority is higher as closer to the top in Odoo interfaces it is
    • If an Odoo document is removed, the next sync will remove a corresponding OneDrive directory
    • In case you remove a directory in OneDrive / SharePoint, but it still exists in Odoo, OneDrive folder structure would be recovered (while files would be unlinked in both Odoo and OneDrive)
    • Folders renaming in OneDrive will be replaced with Odoo names, Odoo document names are more important
  • Files are real files taken from Odoo attachments

The resulted path would be, for example, 'Odoo / Quotations / SO019 / commercial offer.png'.

The only exclusion of the rule are stand alone attachments which do not relate to any Odoo documents (their document type is 'ir.attachment'). Such attachments' path is 'Odoo / Stand Alone Attachments / image.png'.

The very first sync might take quite a long, since a lot of folders should be created. Afterwards, it would be much faster. However, it is not recommended to make sync too frequent: once an hour seems quite good for large files.

Files

With each direct sync, Odoo tries to find not yet synced attachments. If such attachments suit any document type to sync, a file will be uploaded to OneDrive to a proper folder. In Odoo such attachments will become of 'url' type. It means that a file is not any more kept in Odoo server space, but now it is in OneDrive. Until sync is done, Odoo attachment remains binary and stores an actual file. Such approach helps Odoo to work faster.

Clicking on such attachment leads you to a file previewer / editor in OneDrive. Depending on your OneDrive / SharePoint configurations it might be Word, Excel, PDF previewer, etc. Anyway changes to file contents in OneDrive are available in Odoo at the same moment.

If you unlinked an attachment from Odoo, it would be deleted in OneDrive as well.

Take into account that file names should be managed in OneDrive: each backward sync would recover OneDrive names, Odoo is here less important.

From OneDrive to Odoo

Backward integration aims to sync new files from OneDrive to Odoo:
  • If a new file is added to a proper document folder (e.g. to 'Odoo / Customers / Agrolait'), the same attachment will be added to Odoo document (in the example – to 'Agrolait')
  • In document folders you can put not only files but also child folders. In that case a link for this folder (not its content) is kept in attachments
  • In case you rename a file in OneDrive, it will be renamed in Odoo as well
  • Files' removal from OneDrive leads to related Odoo attachments' removal
  • If you move a file to another document folder, in Odoo a related attachment would be re-attached to this new document. Take into account: if you move a file for a not document folder, in Odoo attachment will be deleted as it has been removed from OneDrive
  • If you deleted a document type or document folder, their child files are deleted as well. Thus, Odoo would remove related attachments. The folders, however, will be recovered with a next direct sync. Folders' move to another directory is also considered as a removal. Avoid such situations by following the simple rule: folders are managed mostly by Odoo, files – mostly by OneDrive.

Misc peculiarities

  • Try to avoid the following symbols in folders' and files' names: *, ?, ", ', :, <, >, |, +, %, !, @, \, /,. Direct sync will replace such symbols with '-'. It is done to avoid conflicts with file systems.

Preliminary steps

The tool depends on external libraries 'microsoftgraph'. Install this library for your Odoo server through the command: pip install microsoftgraph-python

SharePoint sites

  1. Go to your Azure Portal and prepare a new application:
    • Grant the app full permissions for Office365 SharePoint online
    • Assign the reply url as [YOURODOOSITENAME]/one_drive_token (e.g. https://odootools.com/one_drive_token)
    • Generate a new key. Keep it safely somewhere for the future use
  2. Go to your SharePoint site and prepare a new documents' library (drive). You might use one of the existing ones, e.g. 'Documents'. Odoo folder would be put there afterwards, and it would be impossible to move it for another library
  3. Go to Odoo general settings > Onedrive.
    • Copy 'Application ID' to 'App client_id'
    • Put a previously generated key to the field 'App secret key'
    • Enter the 'Redirect URL' as you entered 'Reply url' in Azure Portal
    • Check the boxes 'OneDrive for business' and 'Use sharepoint sites'
    • The SharePoint URL should be of the type https://[URL]/. The last '/' is required, sitename should not be included into. For example, https://odootools.sharepoint.com/
    • SharePoint site should be either my_site_name (in that case it is considered as sites/my_site_name) or sites/my_site_name (instead of 'sites' it might be 'teams' and so on). There should be no '/' at the beginning or at the end. For example, sites/odootools
    • As Documents Library use one created in SharePoint
  4. Press 'Save'
  5. Press 'Login and Confirm'. Odoo redirects you to Microsoft login page. Check in and grant permissions asked.
  6. After login, Microsoft redirects you back to Odoo. OneDrive – Odoo synchronization is ready to be done.

Create application in your Azure Portal

Azure application for OneDrive Sync

App's permissions

Onedrive app permissions

App's permissions

Onedrive app permissions for Odoo sync

Redirect url should be https://[yourodoosite]/one_drive_token

Odoo Onedrive redirect url

Generate a secret key

Onedrive Odoo secret key

Create a new SharePoint Documents Library

Sharepoint library for Odoo

Create a new SharePoint Documents Library

Sharepoint library for Odoo

Enter configuration keys in Odoo

Configure Odoo for Onedrive

Odoo attachments are ready for sync with Onedrive files. Press 'Sync to Onedrive' for the files upload

Odoo Onedrive configuration

Personal OneDrive and OneDrive for business

  1. Go to https://portal.azure.com/#blade/Microsoft_AAD_RegisteredApps/ApplicationsListBlade
  2. Click 'New registration'
  3. Introduce a new name for the application and assign the redirect URI as [YOURODOOSITENAME]/one_drive_token (e.g. https://odootools.com/one_drive_token)
  4. Copy the Application Client ID to the Odoo field 'App client_id'
  5. Go to Certificates & secrets > Click 'New Client Secret'. Copy the secret value to the Odoo field 'App Secret Key'
  6. Press Save on the Odoo configuration Page
  7. Press 'Login and Confirm'. Odoo redirects you to Microsoft login page. Check in and grant permissions asked
  8. After login, Microsoft redirects you back to Odoo. OneDrive – Odoo synchronization is ready to be done.

Create OneDrive application

Odoo onedrive perosnal application

New OneDrive Web platform and redirect url

Onedrive redirect url

Generate new secret for your application

Odoo new OneDrive secret

Enter configuration keys in Odoo

Configure Odoo for Onedrive personal

Migration from the versions prior to the version 1.3.0

In case you decided to upgrade this module form the version prior to the version 1.3.0, you should:
  • Push the button 'Backward sync' (to make sure recent OneDrive changes are synced)
  • Push the button 'Reconnect' and log in Microsoft
  • Push the button 'Migrate from the version under 3.0'
  • Check / update synced models
  • Push the button 'Sync' to apply changes

Reconnection

Reconnection is required in 2 cases:
  • You use this tool with version prior to 1.2.0. In that case you should also install the library 'microsoftgraph'. Look above
  • You have not used the sync tool for more than 6 months
In both cases the token should be refreshed. To that goal:
  1. Press the button 'Reconnect'
  2. Press the button 'Login and confirm'

Scheduled jobs

You may change the frequency of sync jobs. To this end:
  1. Turn on debug mode
  2. Go to technical settings > Automation > Scheduled jobs
  3. Find the jobs 'Synchronize attachments with cloud' and 'Update attachments from cloud'

Frequently Asked Questions about OneDrive / SharePoint Odoo Integration Odoo v.10

Yes, you can. To this end:

  1. Turn on debug mode

  2. Go to technical settings > Automation > Scheduled jobs

  3. Find the jobs 'Synchronize attachments with cloud' and 'Update attachments from cloud'.

Take into account that you should not make them too frequent. It is preferable this job is finished until a new one is started. Thus, the configuration should depend on how many items you to sync you have. Usually, the frequency is set up between 10 minutes to 4 hours.

Make also sure that you have set up enough time limits in your Odoo configuration file. Thus, LIMIT_TIME_CPU and LIMIT_TIME_REAL parameters should be equal or bigger than planned cron job time. For Odoo 13 consider also the parameter LIMIT_TIME_REAL_CRON.

An import notice for Odoo.sh clients: the maximum time for cron job might be set up as 15 minutes only.

Yes, you can. To that goal you should prepare a separate sync model on the configuration tab. Then, for each of those apply filters: for example by type of a project.

Try to make filters self-exclusive in order a document can be definitely assigned. For instance, 'customer but not supplier', 'supplier but not customer'. Otherwise, a specific document folder would jump from one model to another.

For Odoo v12 Enterprise you have 2 options:

  1. To sync only standard documents' attachments, but not to sync folders' and files' structure related to the Enterprise module 'Documents'.

  2. To sync both Odoo standard attachments and to reflect Enterprise Documents' folders/files. In such a case you need an extra add-on Cloud Sync for Enterprise Documents https://apps.odoo.com/apps/modules/13.0/cloud_base_documents/ (44 Euro).

No. We have strong reasons to avoid real time sync:

  • Performance issues. In case a sync is real time, each file upload will result in the loading screen.

  • Conflict issues. If 2 users simultaneously change an item, it might lead to unresolved situations. In case of regular jobs we can fix it afterwards, while in case of real time we would need to save it as some queue, and it will be even more misleading for users.

  • Functionality issues. In particular, renaming and restructuring of items. In the backward sync the tool strictly relies upon directories' logic, and during each sync 100% of items are checked. In case it is done after each update, it will be thousands of requests per second. If not: changes would be lost.

All synced files are kept only in the clouds, in Odoo attachments become of the URL-type. When a user clicks on those, Odoo would redirect him/her to a cloud storage.

No, the tool relies upon a single user end point. It means that all sync processes are done under a single cloud admin (app). Access rights for created folders / files are not automatized. You should administrate those rights in your cloud storage solution.

Yes, although in case of many folders / attachments to sync, the process might be slow. Simultaneously, our clients reported to us the environments with >10k partners and ~5k product variants to be synced, and the processes were acceptable.

A few points to emphasize:

  1. The sync is constructed in such a way that anyway any item will be synced and will not be lost, although it might be not fast. It is guaranteed by first-in-first-out queues and by each job commits.

  2. The number of objects might be limited logically. The models' configuration let you restrict sync of obsolete items (e.g there is no sense to sync archived partners or orders which are done 2 years ago).

No, since files are now kept in the cloud storage, and retrieving binary contents would consume a lot of resources. Odoo has a link which would redirect a user to a proper previewer or editor.

For models' directories (sale orders, opportunities, suppliers, etc.): you may assign your own name on the configuration tab for any document type.

For objects' folders (SO-001, John Smith, etc.): the tool relies upon the Odoo 'name_get' method for this document type. In case you need to make a different title, you should re-define this method for a specific model. It requires source code modification.

No, the module works with the pre-defined structure of folders:

  1. Odoo – a core folder for sync

  2. Models – folders for each Odoo document type. For example, 'Projects', 'Partners'. Distinguished by domain there might be more specific folders: e.g., 'Customer 1 Projects', 'Projects of the Customer 2', 'Internal Projects', etc.

  3. Objects – folders for each document, e.g. 'Project 1' or 'Customer 1'

  4. Files and folders related to this Odoo document to be synced.

As a result you may have for instance:

  • Odoo / Projects / Project 1 / files and folders related to the  project 1

  • Odoo / Customer 1 Projects / Project 1; Odoo / Customer 2 Projects / Project 3, ...

  • Odoo / Customers / Customer 1 / files and folders related to the customer 1

This structure is always flat, meaning that there are only those levels of hierarchy. Thus, it is correct that various document types can't be done within the same structure. Within the folder 'Customer 1' we can't keep the files related both to sale orders, invoices, and projects. Each of those document type has an own (or a few own) folders. Otherwise, we will not have a chance to make backward synchronisation, since there would be no criteria to rely upon.

No, the tool is only a technical core. You also need the connector for your cloud client.

According to the current Odoo Apps Store policies:

  • every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
  • starting from the version 13.0, every version of the module should be purchased separately.
  • disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.

Take into account that Odoo Tools team does not control those policies. By all questions please contact the Odoo Apps Store representativesdirectly.

  1. Restart your Odoo server and update the module

  2. Clean your browser cache (Ctrl + Shift + R) or open Odoo in a private window.

Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.

Regretfully, we do not have a technical possibility to provide individual prices.

  1. Unzip source code of purchased tools in one of your Odoo add-ons directory

  2. Re-start the Odoo server

  3. Turn on the developer mode (technical settings)

  4. Update the apps' list (the apps' menu)

  5. Find the app and push the button 'Install'

  6. Follow the guidelines on the app's page if those exist.

Sorry, but no. We distribute the tools only through theofficial Odoo apps store

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.  

No, third party apps can not be used on Odoo Online.

Red / orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.

So, first of all, please check deployed database features. Does everything work correctly?

If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).

As soon as you purchased the app, the button 'Deploy on Odoo.sh' will appear on the app's page in the Odoo store. Push this button and follow the instructions.

Take into account that for paid tools you need to have a private GIT repository linked to your Odoo.sh projects

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screen shots, Odoo server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).

Public features request and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those into our to-do list.

Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra Odoo services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team fulfills not only such jobs but it also provides a full range of Odoo services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

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