OneDrive / SharePoint Odoo Integration v.15

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

394€ 379€

The price is valid till February, 15 (according to the promo campaign January - February 2022).
The price already includes all necessary dependencies = 149 134€ (own price) + 245€ (Cloud Storage Solutions) .
Current version: 15.0.1.1.2

Enterprise
Community
Odoo.sh

This is the tool to integrate OneDrive / SharePoint features with Odoo folders and files. The app automatically stores Odoo attachments and directories in SharePoint/OneDrive and provides instant access to them via web links.

This is an extension to the tool Cloud Storage Solutions. Read the full description of the features and optional modules on the core module page.
Sync Odoo folders to OneDrive / SharePoint

Automatic folders' structure

Decide which Odoo document types should have their own folders' trees and synchronize those to OneDrive / SharePoint

Automatic regular sync

Rely on auto-synchronization between Odoo and OneDrive / SharePoint based on scheduled jobs. No manual interaction is required

Bilateral 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

Cloud synchronization history

Control OneDrive / SharePoint sync logs right in Odoo. Export and share those in case of any issues. Be notified of any client disconnections

File manager interface

Manage synced folders and attachments from a single Odoo view. Comfortably navigate by directories. Search and download files one by one or in batch. Upload and move attachments to folders

Attachment box

Organize files of any Odoo object in a set of subfolders. Instantly access folders and files in attachment box and in OneDrive / SharePoint.

Document-related folder in OneDrive / SharePoint
OneDrive / SharePoint files from Odoo attachments
Odoo root folder in OneDrive / SharePoint

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

How synchronization works

Automatic two-sided sync

  • Configure sync for one or multiple OneDrive / SharePoint instances
  • Integration is based on scheduled jobs and is fully automatized. The app regularly checks changes in systems and runs sync operations
  • Synchronization is bilateral. Updates in Odoo are reflected in OneDrive / SharePoint (direct sync); changes in OneDrive / SharePoint modify Odoo folders and attachments (backward sync)
  • Cloud connection with OneDrive / SharePoint might be reset. In this way, the app assumes getting back all items back to Odoo (reverse sync)
  • Odoo folders and attachments might be re-attached to a new cloud client from OneDrive / SharePoint. Hence, items would be first taken back to Odoo (reverse sync) and then put to new cloud storage (direct sync)

Queue-based synchronization

  • Once in 15 minutes, the app examines updates in Odoo and OneDrive / SharePoint to prepare a synchronization queue
  • Folders' checks follow the First-In-First-Out (FIFO) principle. So, directories that have not been examined for the longest will be processed first
  • Once in 15 minutes, the sync queue is run by the special scheduled job. Firstly, the most important (blocking) tasks would be done
  • Control planned jobs and their fulfillment in the special Odoo logs interface (Cloud Storage > Configuration > Sync Logs). Subscribe for particular cloud clients notifications
  • If the app faces sync failures, it will re-try operations afterward. Sync queue processing would not be stopped if there are items not blocked by such failures

Odoo attachments for OneDrive / SharePoint: direct sync

  • Direct sync prepares the folders' hierarchy and uploads Odoo attachments for OneDrive / SharePoint
  • Direct sync checks whether attachments are added or deleted for synced directories. If so, they would be created or removed in OneDrive / SharePoint. In particular, it means that any file added to a folder-related Odoo object (e.g. Quotation), would be automatically moved to a linked cloud client
  • Direct sync makes 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 a new folder is added. Disregarding whether it is done manually or automatically, the app would generate a peer directory in OneDrive / SharePoint
  • Direct sync checks whether there are any updates in folders. If so, such changes are reflected in OneDrive / SharePoint

OneDrive / SharePoint files and folders for Odoo: backward sync

  • Backward sync checks whether any files or subfolders are added to OneDrive / SharePoint folders. If so, the app would create URL attachments/subdirectories inside linked Odoo directories (and hence Odoo objects if any)
  • Backward sync checks whether there are any updates in folders or attachments. Such updates would be then reflected in Odoo
  • Backward sync checks whether any files are deleted/moved in a OneDrive / SharePoint document folder. If so, a linked Odoo attachment would be also unlinked or moved
  • If you deleted a OneDrive / SharePoint folder related to a folder rule / Odoo object, their child files would be deleted as well. Thus, Odoo would remove related attachments. The folders, however, will be recovered with a direct sync
  • In case of conflicts, direct sync changes are in general considered more important than backward updates.

Resetting or changing OneDrive / SharePoint: reverse sync

  • In case you decided to reset the connection with OneDrive / SharePoint, files would be moved back to Odoo
  • In case you decided to change the cloud client of a folder rule or a folder, files would be first taken back to Odoo, and then direct sync for a new client would be done
  • Reverse sync operations are prioritized to direct and backward sync operations
  • Not all items can be correctly reversed to Odoo due to cloud client peculiarities. For example, there are documents that may exist only in cloud storage environments. The app would try to convert such documents, but in some cases, it would require manual interactions.

Configuration and Installation Tips for OneDrive / SharePoint Odoo Integration Odoo v.15

Python dependency

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

pip3 install microsoftgraph-python

Configuration and log in

  1. Turn on the option 'OneDrive / SharePoint Sync' (cloud Storage > Configuration > Configuration). The optional add-on OneDrive / SharePoint Odoo Integration is required
  2. 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 in Odoo, and would not be used afterward. 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.)
  3. Go to your Azure Portal: https://portal.azure.com/#blade/Microsoft_AAD_RegisteredApps/ApplicationsListBlade
  4. Click 'New registration'
  5. 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)'.
  6. Go to Certificates & secrets - Click 'New Client Secret'. Save somewhere the secret value
  7. Go to Odoo Cloud Storage > Configuration > Cloud Clients press 'Create'
    • As a reference introduce any name which would be clear to all users
    • As a Cloud client choose 'OneDrive' or 'SharePoint' depending on the software you are using
    • As a Root folder name enter a title which would be users as the parent OneDrive directory for all synced folders. For example, 'Odoo' or 'OdooERP'
    • Copy 'Application Client ID' to the 'App client ID'
    • Copy secret value into the field 'App client secret'
    • Insert previously generated redirect URL
    • If you use SharePoint:
      • 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 afterward, and it would be impossible to move it to another library
      • The SharePoint URL should be of the type https://[URL]/. The last '/' is required - the site name should not be included. 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 'Confirm'. Odoo redirects you to the Microsoft login page. Check in the system, agree with all conditions, and grant all permissions asked
  9. After login, OneDrive redirects you back to Odoo. OneDrive - Odoo synchronization is ready to be done
  10. Apply the newly created cloud client to folder rules and/or manual folders which should be synced to that OneDrive or SharePoint instance
  11. Await the sync scheduled job to be started. For testing purposes only: trigger integration manually from Cloud Storage > Configuration > Configuration > the button 'Launch sync'.

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

Frequently Asked Questions about OneDrive / SharePoint Odoo Integration Odoo v.15

Yes, you can. To that goal, prepare a rule for each, and then 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.

The app assumes that the binary content of attachments is kept in Cloud Client instead of the Odoo server. So, such attachments in Odoo become of the URL type, and you may any time access them either from the attachments box or from the Cloud Client.

After the setup, no manual actions are required, as the synchronization is a fully automatic. Just decide which Odoo document types should be synced and set up a related model to sync for each of those (Customers, Sale or Purchase Orders, Tasks, Projects, etc.).

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.

For models' directories (sale orders, opportunities, suppliers, etc.): you may assign your own name 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. However, you can change that by defining name_expression. The same syntax as for Odoo email templates is used. 

No, starting from the version 15 you should not change scheduled jobs. They are optimized to run each 15 minutes to guarantee the most stable and quick connection.

Make also sure that your Odoo server timeouts are set for at least 15 minutes (900 seconds).

If you need to stop sync for a while, do that on a particular cloud client form.

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).

Yes, starting from version 15 you can set up multi connections. In this way, it is possible to sync some folders to one cloud client, others - for another one.

Take into account, it is not anyway possible to sync the same folder for a few cloud storages simultaneously.

Starting from version 15, the app might be used stand-alone to structure attachments in folders and to provide file manager interface.

Simultaneously, its main goal is anyway to allow establishing connection with one of cloud clients. Such connection requires at least one client-related optional app installed.

When a folder rule changes, the list of folders also changes. So, if a folder no longer matches the conditions of the folder rules - it is removed. In this case, if the files have already been synced, the reversed sync returns all files back to Odoo and deletes them from the Cloud Client.

If a document's object doesn't match the conditions of a folder rule, then its folder will not be created. However, if later it matches the conditions, then the related folder will be generated.

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 faOtools team does not control those policies. By all questions please contact the Odoo Apps Store representatives directly.

The easiest approach is to use the Odoo store built-in workflow:

1. Open the module's page and click the button Deploy on odoo.sh

2. After that, you will be redirected to the GitHub page. Login to your account and click ‘Create a new repo’ or use the existing one. Please, make sure, that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project

3. Then, go to odoo.sh and click on the deploy button, submit the decision in the pop-up window and click ‘Continue’. The action will trigger the installation process.

These steps would install the app for your project production branch. If you wanted to deploy the apps for other branches or update the module, you should undertake the following actions:

1. Upload the source code for the app from the Odoo store

2. Commit the module to a required GitHub repository. Make sure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the odoo.sh project or wait until it is automatically built if your settings assume that.

  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.

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.

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

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.  

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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