OneDrive / SharePoint Odoo Integration v.14

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: 14.0.1.0.2

Enterprise
Community
Odoo.sh

This is the tool to integrate OneDrive / SharePoint features into your Odoo business work flow. The app automatically stores Odoo attachments in OneDrive / SharePoint, 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.

Automatic regular sync

Synchronization between Odoo and OneDrive / SharePoint is based on scheduled jobs. No manual interaction is required

Bilateral OneDrive / SharePoint sync

Odoo sends attachments to OneDrive / SharePoint and retrieves files from there. Binary content is kept in clouds, while Odoo provides direct access to synced items

Any Odoo document types for sync

Decide which Odoo document types should be synced. Customers, opportunities, sale or purchase orders, tasks or issues, employees or users, etc. Custom models are also supported

Instant access for OneDrive / SharePoint

The tool redefines Odoo attachments boxes to make work comfortable: download files locally without login, open files and folders in OneDrive / SharePoint (if possible, items would be opened in OneDrive / SharePoint editors and previewers), use standard Odoo previewers

Compatible with Odoo Enterprise documents

Reflect Odoo Enterprise Documents' structure and items in OneDrive / SharePoint. All features (including sharing, downloading, and signing) would anyway work

Personal OneDrive and SharePoint

Sync works both for personal OneDrives and business SharePoint tariffs

OneDrive / SharePoint sync history

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'

Default folders

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.

Integrate Odoo and OneDrive / SharePoint
Odoo attachments as OneDrive / SharePoint files

An impressive app and world-class support

I have been very impressed by the way the OneDrive / SharePoint Odoo Integration module synchronises content in both directions and allows me to share documents in Odoo with my SharePoint site. Above all the technical support is top-notch, which greatly increases the value of this product. I highly recommend this product for anyone considering synchronising Odoo with SharePoint/OneDrive.

Amir Hassan in the Odoo Apps Store

very professional app, excellen t customer service

This app is very well programmed and does its job very well. But the best is the excellent customer service who also helps when the problem lies somewhere else. You receive a lot for your money.

Florian Quis in the Odoo Apps Store

Works fine, good support

The first experience with the module is excellent. I had some trouble to configure things right on the Microsoft-side, but the team provided quick and good support.

Marc in the Odoo Apps Store

Sync any documents you like

Configuring models to sync

  • To sync a specific document type, you should add it as a model to sync. Any Odoo model might be chosen
  • The app let split models into a few folders based on selected filters. Use any document storable field to distinguish a directory. Have a separate folder for individuals and companies, for European and American opportunities, for quotations and confirmed orders, for each project, etc.
  • Limit also documents by relative periods through using date fields of linked documents. For example, leads registered in the last 3 months or invoices updated the last week
  • Define name expressions to specify titles of documents' OneDrive / SharePoint folders. For instance, to include project name to a task directory
  • Prepare hierarchy of default folders to be created when a document directory is synced to OneDrive / SharePoint for the first time

Typical use cases

  • Projects: have an own OneDrive / SharePoint folder for each customer project
  • Customers: add all partner files in a single directory available both from Odoo and from OneDrive / SharePoint. 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 OneDrive / SharePoint alternatively
  • Opportunities: carefully store all specifications, requirements, any files which would let you make a good offer
  • Orders: keep all printings and contracts in OneDrive / SharePoint with instant availability from Odoo
  • Picking operations: save warehouse docs to OneDrive / SharePoint.
OneDrive / SharePoint documents filtered
Any Odoo model to be synced

How synchronization works

Direct Sync

  • Direct synchronization is based on the scheduled job 'Synchronize attachments with cloud'
  • Direct sync make 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
  • Direct sync checks whether attachments are added or deleted for synced documents. If so, they would be created or removed in OneDrive / SharePoint
  • Direct sync checks whether a new document type (e.g. sale orders) is added / renamed / replaced in the to-sync-models configurations. If so, this should be reflected in OneDrive / SharePoint
  • Direct sync checks whether a new document (e.g. quotation SO-001) related to a synced document type is generated / updated / unlinked. If so, the connector would make the same changes in OneDrive / SharePoint
  • The final goal of direct OneDrive / SharePoint integration is to have the structure 'Odoo / Document Types / Documents / Files. For example, 'Odoo / Quotations / SO019 / commercial offer.pdf'

Backward Sync

  • Backward synchronization is based on the scheduled job 'Synchronize attachments from cloud'
  • Backward sync checks whether any items are added to a OneDrive / SharePoint document folder. If so, the app would create URL attachments for that items in a linked Odoo object
  • Backward sync checks whether any items are deleted / moved in a cloud document folder. If so, a linked Odoo attachment would be also unlinked or moved
  • Backward sync checks whether any item is renamed in OneDrive / SharePoint. If so, a chained Odoo attachment should be also renamed
  • In OneDrive 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

Misc notes

  • The connector works on a queue (first in - first out) principle: it tries to firstly reflect the oldest changes
  • 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 and content should be managed in OneDrive / SharePoint: each backward sync would recover OneDrive / SharePoint names, Odoo is here less important
  • 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.

Odoo Enterprise Documents

  • The special add-on 'Cloud Sync for Enterprise documents' is introduced to synchronize OneDrive / SharePoint with the Odoo app 'Documents' (the latter is distributed under the Odoo Enterprise license)
  • Based on that add-on the Odoo documents' hierarchy would be reflected within the folder 'Odoo / Odoo Docs'
  • Each Odoo folder would have a linked OneDrive / SharePoint 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 URL attachments within a paired documents directory
  • Standard OneDrive / SharePoint sync and integration with Enterprise Documents are done within the same jobs. Avoid the scenarios when a single file is synced as a simple Odoo attachment and as an Odoo document simultaneously
  • Odoo spread sheet files are not synced by the connector: so, they are still manageable in Odoo
  • Please do not name synced models as 'Odoo Docs'. This is the reserved name for Odoo Enterprise Documents.
Odoo documents sync interface
Direct link to OneDrive / SharePoint

Configuration and Installation Tips for OneDrive / SharePoint Odoo Integration Odoo v.14

Python dependency

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

pip3 install microsoftgraph-python

Configuration and log in

  1. Make sure your Microsoft user has full admin rights for OneDrive / SharePoint you want to connect to Odoo. This user is required only to grant permissions, the user data would not be kept any where in Odoo, and would not be used any more. Besides, make sure a Microsoft email address you use does not have a redirection (usually happens when you configure your domain name, while the prime address is still one of Microsoft domains like @outlook.com, @office365, etc.)
  2. Go to your Azure Portal: https://portal.azure.com/#blade/Microsoft_AAD_RegisteredApps/ApplicationsListBlade
  3. Click 'New registration'
  4. 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). As the supported account types choose 'Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)'.
  5. Copy the Application Client ID to the Odoo field 'App client_id'
  6. Go to Certificates & secrets - Click 'New Client Secret'. Copy the secret value to the Odoo field 'App Secret Key'
  7. For SharePoint sites only:
    • 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
    • Check the boxes 'OneDrive for business' and 'Use SharePoint sites'
    • The SharePoint URL should be of the type https://[URL]/. The last '/' is required - site name 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
  8. Press Save on the Odoo configuration Page.
  9. Press 'Login and Confirm'. Odoo redirects you to Microsoft login page. Check in and grant permissions asked.
  10. After login, Microsoft redirects you back to Odoo. OneDrive - Odoo synchronization is ready to be done.

Create Azure application

Application to connect Odoo and Azure (OneDrive / SharePoint)

New OneDrive Web platform and redirect URL

OneDrive / SharePoint redirect url

Generate new secret for Azure application

Odoo new OneDrive / SharePoint secret

Enter configuration keys in Odoo

Configure Odoo for OneDrive / SahrePoint

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.

Reconnection

Reconnection is required, when you have not used the sync tool for more than 6 months. In such a case:

  1. Press the button 'Reconnect'
  2. Press the button 'Login and confirm'

Frequently Asked Questions about OneDrive / SharePoint Odoo Integration Odoo v.14

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 15 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. Starting from the version 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 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, 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 synchronization, since there would be no criteria to rely upon.

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.

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, 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.

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, 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 representatives directly.

  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.

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

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.

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).

Odoo demonstration databases (live previews)

For this app we might provide a free personalized demo database.

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.

By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.

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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