Google Drive Odoo Integration v.13

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

468€

The price already includes all necessary dependencies = 89€ (own price) + 379€ (Cloud Storage Solutions).
Current version: 13.0.1.2.3

Enterprise
Community
Odoo.sh
This is the tool to integrate Google Drive features into your Odoo business work flow. The app automatically stores Odoo attachments in Google Drive, and it provides an instant access to them via web links. In such a way users work with files comfortably in the cloud storage, while the results are fully available in Odoo.

Selectable documents types for sync

You decide by your own which Odoo document types should be synced. Customers, opportunities, sale or purchase orders, tasks or issues, employees or users, so on and so on.
The tool let you split any business model into a few directories. Have a separate folder for individuals and companies, for European and American opportunities, for each project, etc.
Moreover, it is possible to guarantee that only topical documents are synced by using relative periods: leads registered in the last 3 months, invoices updated the last week, and so on.

Typical use cases

  • Projects: have an own Google Drive folder for each customer project.
  • Customers: add all partner files in a single directory available both from Odoo and from Google Drive. Modify those using default cloud editors and access them when working in Odoo.
  • Employees: gather all files by this employee in a single cloud folder: photos, document scans, contracts. Access and upload those from Odoo and Google Drive alternatively.
  • Opportunities: carefully store all specifications, requirements, any files which would let you make a good offer.
  • Orders: keep all printings and contracts in Google Drive with simple availability from Odoo.

Screenshots

Choose document types to be synced

Google Suite models structure

Document type might have a few folders based on filters

Google Drive documents filtered

Automatic and bilateral integration

Odoo sends attachments to Google Drive and retrieves files from there based on scheduled jobs. No manual interaction is required.
Synced attachments are physically kept only in a cloud storage, what increases Odoo interface performance. Simultaneously, you can open documents from Odoo or download those in a single click.

How files and folders are synced from Odoo to Google Drive

Based on the scheduled job 'Synchronize attachments with cloud' Odoo regularly checks whether:

  • Any new attachment should be forwarded to Google Drive;
  • Any new document type (e.g. Sale orders) is added / replaced / renamed as a sync model and, hence, whether a directory should be created / removed / renamed in Google Drive;
  • Any new document (e.g. Sale Order SO019) is generated / updated / unlinked and, hence, whether a Google Drive folder should be created / moved or renamed / deleted.
  • Any new attachment should be removed from Google Drive if it has been deleted from Odoo.

Based on results of that checks, Odoo starts processing queue of changes, and makes sure that all items are located correctly. The final goal is to have the structure 'Odoo / Document Types / Documents / Files. For example, 'Odoo / Quotations / SO019 / commercial offer.pdf'.

During the synchronization all synced Odoo attachments change their type to a link (URL), while binary content is removed with a next Odoo cleaner. So, no actual files would be stored on your Odoo server.

Please take into account:

  • Each sync (especially the very first one) might take quite a long. It is not recommended to make sync too frequent: once an hour seems reasonable frequency.
  • File names should be managed in Google Drive: each backward sync would recover Google Drive names, Odoo is here less important.

How items are retrieved from Google Drive to Odoo

Based on the scheduled job 'Synchronize attachments from cloud' Odoo regularly checks whether:

  • Any file is added / moved / removed in a Google Drive document folder. If yes, Odoo would create a link to this file in a target object (e.g. a new attachment to SO019) or would move / delete such an attachment.
  • Any file of a Google Drive document folder is renamed. If yes, an attachment would be renamed in Odoo as well.
Please take into account:

  • In document folders you can put not only files but also child folders. In that case a link for this folder (not its content) would be kept in Odoo attachments.
  • If you deleted a folder related to this document type or this document, their child files would be deleted as well. Thus, Odoo would remove related attachments. The folders, however, will be recovered with a next direct sync.
  • Each backward sync might take quite a long. It is not recommended to make sync too frequent: once an hour seems safe enough.

Screenshots

Synced files are simply found in Google Drive. Add unlimited number of files or folders

Odoo attachments as Google Drive files

Document types folders in Google Drive

Any Odoo model to be synced

All document of this type has an own folder

All documents are synced to Google Drive

Direct access to Google Drive items

The tool redefines Odoo attachments boxes to make sure users may work with synced files comfortably:
  • Click on attachment to open it in Google Drive in a new tab (necessary to be logged in Google Drive);
  • Click the icon of cloud to start downloading file from Google Drive (no extra check in is required)
  • Push the button "Open cloud folder" to open all files related to this document.

Screenshots

Quick access to Google Drive files and folders

Integrate Odoo and Google Drive

Apply to Google Drive right from Odoo chatter

Synced items right in Odoo chatter

Individual and team drives

Synchronization works both for individual drives and team drives (Google Suite business and enterprise tariffs). In the latter case the root folder Odoo is placed within a chosen team drive, in the first case - within a current user drive.

Fully integrated and compatible with Enterprise Documents

The synchronization will work for any document type including custom objects disregarding in what module it is introduced.
It does not contradict printing, mailing, or Enterprise documents features.
For the latter it is also possible to fully reflect directories structure, not only sync standard attachments.

How Odoo Enterprise Documents are synced

This tool is not in conflict with the 'documents' module provided under the Enterprise license. Attachments related to Enterprise folders would be synced as any other files: according to a document they relate to.

It is not always comfortable, and you might be interested in reflecting directories' structure introduced by the module 'Documents'. To this end the special extension is developed. This extension introduces the following features:

  • The documents hierarchy is reflected within the folder 'Odoo / Odoo Docs'
  • Each Odoo folder has a linked cloud folder. Take into account that folders created in the cloud storage will be synced as Odoo attachments. The key principle is: folders are managed by Odoo, files are managed by the cloud client
  • All files are synced with the same logic as usual attachments. Files created in Odoo will be added to the cloud storage and will be replaced with links in Odoo. Files created in cloud storage will generate attachments within a paired directory
  • Please do not name synced models as 'Odoo Docs'. This is the reserved name for Odoo Enterprise Documents

A few important peculiarities to take into account

  • Take into account that files or folders deleted in Google Drive are really deleted only when you clean trash. Otherwise, such files still exist and would be reflected in Odoo
  • 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.

Screenshots

Direct access from Odoo documents to Google Drive

Odoo documents sync interface

Enterprise Documents in Google Drive

Synced Google Drive folders

Enterprise files in Google Drive

Direct link to Google Drive

Excellent !!!

Great App and great Service from faOtools.

Carlos A. Villarreal C. in the Odoo Apps Store

Best module for integration with google drive

The module performs its function correctly and faOtools responds quickly to any problem and, in case of detecting any bug, quickly apply the changes. Its support is 10 stars.

sistemas@deza-sa.com in the Odoo Apps Store

Google Drive Sync logs in Odoo

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 you would be able to observe the history through the button 'Sync logs'.

Screenshots

Logged synchronization activities

Google Drive Sync Logs

Default folders for documents

The tool let generate default directories' structure for this document type during the very first sync of a related object. For example, for all employees you may have pre-defined folders 'Scans', 'Scans/Official', 'Photos', etc.

Configuration and Installation Tips for Google Drive Odoo Integration Odoo v.13

Login and Google Drive Credentials

  1. Go to the Google Developer Console via the url https://console.developers.google.com
  2. Select or create a project
  3. Find the section 'Dashboard' and press 'ENABLE APIS AND SERVICES'
  4. Find Google Drive API and push the button to enable its API
  5. Go to 'Credentials' and press the button 'Configure Consent Screen'. As the User Type select 'External' and push 'Create'
  6. Add app information
    • As an app name select any suitable
    • As a user support email and developer contact information select your email address
    • Press 'Save and Continue'
  7. On the 'Scopes' page just press 'Save and Continue'
  8. As Test Users add your GMail email address, then press 'Save and Continue'
  9. Then, go to Credentials and push the button 'Create Credentials'
    • 'Web application' as the application type
    • As the authorized redirect URI add the link in a format [YOURODOOSITENAME]/google_drive_token (e.g. https://odootools.com/google_drive_token).
    • Save the app and copy 'Client ID' and 'Client Secret'
  10. Go to the Odoo Google Drive Settings
    • Copy 'Client ID' to the 'App Client ID'
    • Copy 'Client Secret' into the field 'App Secret Key'
    • Insert previously generated redirect url
    • If you use team drives, check the related box. Make sure you really use team drives. In you Google Drive you should find the item 'Team Drives' in the left sidebar. This feature is available only for business and enterprise tariffs
    • If the option 'Team Drive' is enabled, introduce its name. It should be absolutely the same as you see it in your Google Drive. Make sure that your user has full rights for this team drive
  11. Press 'Save'
  12. Press 'Login and Confirm'. Odoo redirects you to Google login page. Check in, agree with all conditions, and grant permissions asked
  13. After login, Google redirects you back to Odoo. Google Drive - Odoo synchronization is ready to be done.

Google Console: APIs

Google Drive API

Google Drive API

Google Drive API

Enable Google Drive API

Enable Google Drive API

Configuring Google Consent Screen

Configuring Google Consent Screen

Setting up External User Type API

Setting up External User Type API

Entering Google app details

Entering Google app details

Google app scopes

Google app scopes

Adding authorized users

Adding authorized users

Creating Google app credentials

Creating Google app credentials

Google Drive app redirect URL

Google Drive app redirect URL

Copy app credentials

Copy app credentials

Enter Google app credentials to Odoo

Enter Google app credentials to Odoo

Odoo server configuration and cron job configuration

To make sure the synchronization works correctly apply proper timeouts to the Odoo configuration file: LIMIT_TIME_CPU, LIMIT_TIME_REAL, LIMIT_TIME_REAL_CRON should be more than 900 seconds.

For Odoo.sh this should not be done, since timeouts are predefined and are not configurable.

Then, timeout should be entered to your Odoo. To that goal find the section 'Settings' on the app configuration page and copy the number there.

Afterwards, it is needed to make the cron jobs suit the applied timeouts. In the debug mode go to the Settings > Technical > Automation > Scheduled Jobs:

  • Set up the job 'Synchronize attachments with cloud' as (a) frequency - 2*timeout; (b) the next execution as the next hour +timeout. For example, for 900seconds timeout: frequency - as 30minutes; the next execution - at 08:15
  • Set up the job 'Synchronize attachments from cloud' as (a) frequency - 2*timeout; (b) the next execution as the next hour + timeout*2. For example, for 900seconds timeout: frequency - as 30minutes; the next execution- at 08:30.

Bug reporting

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

No phone number or credit card is 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: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Public features requests 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 in our to-do list.

Such a to-do list is processed on a regular basis and does not assume extra fees. Although 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 is required to contact us: only a short email sign up which does not take more than 30 seconds.

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