DropBox Odoo Integration v.13
The tool to automatically synchronize Odoo attachments with DropBox files in both ways
- the technical core which provides basic mechanics of auto synchronization. This is a required module for integration.
Dens pris er
398€
358€.
- the connector itself which introduces links between Odoo and DropBox.
Dens pris er
89€
80€.
- an optional add-on to sync Odoo documents (introduced by the enterprise app 'Documents') with clouds. The features assumed by this add-on are marked by the icon .
Dens pris er
44€
39€.
Selectable documents types for sync
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 DropBox folder for each customer project.
- Customers: add all partner files in a single directory available both from Odoo and from DropBox. 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 DropBox alternatively.
- Opportunities: carefully store all specifications, requirements, any files which would let you make a good offer.
- Orders: keep all printings and contracts in DropBox with simple availability from Odoo.
Skærmbilleder
Choose document types to be synced
Document type might have a few folders based on filters
Automatic and bilateral integration
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 DropBox
Based on the scheduled job 'Synchronize attachments with cloud' Odoo regularly checks whether:
- Any new attachment should be forwarded to DropBox;
- 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 DropBox;
- Any new document (e.g. Sale Order SO019) is generated / updated / unlinked and, hence, whether a DropBox folder should be created / moved or renamed / deleted.
- Any new attachment should be removed from DropBox 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 DropBox: each backward sync would recover DropBox names, Odoo is here less important.
How items are retrieved from DropBox to Odoo
Based on the scheduled job 'Synchronize attachments from cloud' Odoo regularly checks whether:
- Any file is added / moved / removed in a DropBox 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 DropBox document folder is renamed. If yes, an attachment would be renamed in Odoo as well.
- 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.
Skærmbilleder
Synced files are simply found in DropBox. Add unlimited number of files or folders
Document types folders in DropBox
All document of this type has an own folder
Direct access to DropBox items
- Click on attachment to open it in DropBox in a new tab (necessary to be logged in DropBox). Have also a look at the section Dropbox URLs below;
- Click the icon of cloud to start downloading file from DropBox (no extra check in is required)
- Push the button "Open cloud folder" to open all files related to this document.
DropBox URLs
DropBox has a specific way to generate links for existing files and folders. In particular, there are no concepts of internal or private URLs. Instead, each DropBox item might get so-called shared URLs. Such shared links are either public or team-only. Moreover, the latter feature is available only for DropBox business account.
This tool relies upon share links' mechanics. It means, that each attachment link is either public (all personal DropBox accounts) or team-only (all business DropBox accounts).
Sometimes it is considered to be not fully safe. Although website URLs will be hardly known by external users, there is a slight chance that they become available as a result of some user actions. Besides, sharing links generation is not super fast and might make a sync process slower. That is why the feature to switch off sharing urls is introduced.
If checked, all DropBox urls in Odoo will be of type https://www.dropbox.com/home/Odoo/[PATH]. Such links will not work in quite a many cases. Thus, if you need to open DropBox files / folders from Odoo, do not switch off the feature 'No links to DropBox from Odoo'.
Skærmbilleder
Quick access to DropBox files and folders
Apply to DropBox right from Odoo chatter
Fully integrated and compatible with Enterprise Documents
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 other peculiarities to take into account
- 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.
Skærmbilleder
Direct access from Odoo documents to DropBox
Enterprise Documents in DropBox
Enterprise files in DropBox
DropBox Sync logs in Odoo
Skærmbilleder
Logged synchronization activities
Default folders for documents
All DropBox tariffs
Konfigurations- og installationstips til DropBox Odoo Integration Odoo v.13
Python dependency
pip3 install dropboxConfiguration and log in
- Follow the url https://www.dropbox.com/developers/apps/create
- Choose an API as 'Scoped access'
- Choose the type of access as 'Full Dropbox'
- Select any suitable name for the app and push the button 'Create app'
- Add the redirect URI as YOURODOOSITENAME]/dropbox_token (e.g. https://faotools.com/dropbox_token). A valid SSL certificate (https) is required
- Grant permissions to the app: 'Account Info (Read)', 'Files and folders Metadata (Write)', 'Files Content (Write)', 'Collaboration (Write)'. For team DropBox assign also 'Team Data Members', 'Members (Read)'. Make sure no other permissions are assigned.
- Submit App
- Go to Odoo general settings - DropBox
- Copy App Key, App secret, and redirect URI to the Odoo configuration page
-
For team DropBoxes only
- Check the box 'DropBox Team'
- Set an email of DropBox user. Inside this user folder all Odoo related items would be created and only after that they are shared to all other users. Under this user all files and folders are created, changed, moved, and deleted
- Choose a suitable name for the root Odoo folder, e.g. 'Odoo' or 'ERP'
- Press Save
- Press 'Login and Confirm'
Create a DropBox app
Set up DropBox App: redirection URL
DropBox permissions for personal accounts
DropBox permissions for business accounts
Set up Odoo for DropBox integration
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 might be required for the case a refresh token is expired and when you migrate the app from previous versions. In such a case:
- Press the button 'Reconnect'
- Press the button 'Login and confirm'
Ofte stillede spørgsmål om DropBox Odoo Integration Odoo v.13
Kan jeg ændre hyppigheden af synkroniseringsjob?
Yes, you can. To this end:
Turn on debug mode
Go to technical settings > Automation > Scheduled jobs
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.
Kan jeg konfigurere en anden struktur for synkroniserede mapper end den, synkroniseringen antager?
Nej, denne funktion findes først fra version 15. Før det arbejder modulet med en foruddefineret mappestruktur:
Odoo - rodmappe til synken
Modeller - mapper for hver Odoo-dokumenttype. For eksempel «Projects», «Partners». Efter domæne kan der være mere specifikke mapper: «Customer 1 Projects», «Projects of the Customer 2», «Internal Projects» osv.
Objekter - mapper for hvert dokument, f.eks. «Project 1» eller «Customer 1»
Filer og mapper knyttet til dette Odoo-dokument, som skal synkroniseres.
Så kan du for eksempel have:
Odoo / Projects / Project 1 / filer og mapper til projekt 1
Odoo / Customer 1 Projects / Project 1; Odoo / Customer 2 Projects / Project 3, ...
Odoo / Customers / Customer 1 / filer og mapper til kunde 1
Strukturen er altid flad: kun disse niveauer. Forskellige dokumenttyper kan ikke ligge i samme gren. I mappen «Customer 1» kan man ikke holde både ordrer, fakturaer og projekter. Hver type har egen/egne mappe(r). Ellers har den baglæns synk intet kriterium.
Skal jeg oprette bestemte brugeradgange i Odoo?
Nej, værktøjet bruger ét brugerendepunkt. Alle synkprocesser kører under én cloud-administrator (app). Rettigheder til oprettede mapper / filer automatiseres ikke. Administrer dem i din cloudlagerløsning.
Hvor gemmes synkroniserede filer? Duplikeres de i Odoo og i clouds?
Appen antager, at den binære indhold af vedhæftninger gemmes i Cloud Client i stedet for på Odoo-serveren. Sådanne vedhæftninger i Odoo bliver af typen URL, og du kan når som helst åbne dem fra vedhæftningsfeltet eller fra Cloud Client.
Efter opsætningen kræves ingen manuelle handlinger: synkroniseringen er fuldt automatisk. Beslut, hvilke Odoo-dokumenttyper der skal synkroniseres, og opret en relateret model for hver (kunder, salgs- eller indkøbsordrer, opgaver, projekter osv.).
Kan jeg have flere mapper til samme dokumenttype? For eksempel interne projekter og kundeprojekter?
Ja, det kan du. Opret en regel til hver og anvend filtre: for eksempel efter projekttype.
Gør filtrene indbyrdes udelukkende, så et dokument kan tildeles entydigt. For eksempel: «kunde men ikke leverandør», «leverandør men ikke kunde». Ellers hopper dokumentmappen fra én model til en anden.
Behøver jeg kun appen Cloud Storage Solution?
Nej, værktøjet er kun en teknisk kerne. Du skal også bruge forbindelsen til din cloud-klient.
Er det okay, hvis jeg har mange objekter at synkronisere, for eksempel 10000?
Ja, selvom processen kan være langsom med mange mapper/vedhæftninger. Kunder har dog rapporteret miljøer med >10k partnere og ~5k produktvarianter, og processerne var acceptable.
Nogle punkter:
- Synken er bygget, så ethvert element synkroniseres og ikke går tabt, selv om det ikke er hurtigt. FIFO-køer og commit af hvert job garanterer det.
- Antallet af objekter kan begrænses logisk. Modelkonfigurationen lader dig udelukke forældede poster (f.eks. arkiverede partnere eller ordrer fra for 2 år siden).
Er det muligt at gøre synkroniseringen realtids?
Nej. Vi har stærke grunde til at undgå realtidssynk:
Ydeevne. Ved realtidssynk giver hver filupload en indlæsningsskærm.
Konflikter. Hvis 2 brugere ændrer et element samtidig, kan det blive uløseligt. Med almindelige job kan vi rette bagefter; i realtid skulle der bruges en kø, endnu mere vildledende.
Funktionalitet. Især omdøbning og omstrukturering. Den baglæns synk bygger strengt på kataloglogikken og tjekker 100 % af elementerne ved hver synk. Efter hver opdatering ville det være tusindvis af anmodninger i sekundet. Ellers ville ændringer gå tabt.
Kan jeg synkronisere vedhæftninger til flere cloud-klienter
No, this feature becomes available only from version 15.
Vi bruger en særlig editor i vores clouds (f.eks. OnlyOffice, Office 365). Ville filer åbnes i den editor?
Ja, afhængigt af din cloud-klients konfiguration.
Hvad er opdateringspolitikken for jeres vaerktojer?
Ifolge de gaeldende regler for Odoo Apps Store:
- Hvert modul kobt til version 12.0 eller tidligere giver adgang til alle versioner op til 12.0.
- Fra version 13.0 skal hver modulversion kobes separat.
- Uanset version giver kobet ret til alle opdateringer og fejlrettelser inden for en hovedversion.
faOtools-teamet styrer ikke disse regler. Ved sporgsmaal, kontakt Odoo Apps Store-representanterne direkte.
Hvordan installerer jeg jeres app pa Odoo.sh?
Den mest direkte tilgang er Odoo-butikkens indbyggede arbejdsgang:
1. Abn modulets side, og klik pa Deploy on odoo.sh
2. Du bliver omdirigeret til GitHub. Log ind, og klik pa Create a new repo, eller brug et eksisterende. Repot skal vaere privat. Apps under OPL-1 ma ikke offentliggores. Opret om nodvendigt et nyt repo til Odoo.sh-projektet
3. Ga derefter til odoo.sh, klik pa Deploy, bekraeft, og klik pa Continue. Installationen starter.
Disse trin installerer appen pa production-grenen. Til andre grene eller opdatering:
1. Download kildekoden fra Odoo-butikken
2. Commit modulet til GitHub-repot. Ingen app-mapper/filer ma sta i .gitignore. Repoer oprettet af odoo.sh kan ignorere vigtige stier (f.eks. /lib). Upload alle modulmapper og -filer
3. Deploy malgrenen i odoo.sh-projektet, eller vent pa det automatiske build, hvis indstillingerne angiver det.
Hvordan installerer jeg jeres app pa min egen server?
2. Genstart Odoo-serveren;
3. Sla udviklertilstand til (tekniske indstillinger);
4. Opdater applisten (Apps-menuen);
5. Find appen, og klik pa Activate/Install;
6. Folg retningslinjerne pa appsiden, hvis de findes.
Jeres app har ekstra tilfojelser. Kan jeg kobe dem senere?
Ja. Odoo laegger automatisk alle afhaengigheder i indkobskurven: udelad allerede kobte vaerktojer, sa du ikke betaler to gange.
Jeg deployede jeres app pa Odoo.sh og ser advarsel/fejl i testene
En rod/orange advarsel pavirker ikke appens funktioner. Nogle gange bestar vores moduler ikke de standard automatiske tests, fordi de forventer en adfaerd, der er i konflikt med appens mal. Vi aendrer f.eks. prisberegningen, mens Odoo-testene sammenligner slutprisen med standardalgoritmen.
Tjek forst funktionerne i den deployede database. Virker alt?
Hvis du stadig mener, at advarslen pavirker reelle funktioner, kontakt os, og send de fulde installationslogfiler og den fulde liste over deployede moduler (kerne og tredjepart).
Kan jeg kobe jeres app direkte hos jer?
Nej, vi distribuerer kun vaerktojerne via den officielle Odoo-appbutik.
Jeg vil gerne have rabat
Desvaerre har vi ikke tekniske midler til individuelle priser.
Kan jeg installere appen pa min Odoo Online (SaaS)-database?
Nej, tredjepartsapps kan ikke bruges pa Odoo Online. Odoo SaaS blokerer den mulighed.
Jeres vaerktoj afhaenger af andre apps. Skal jeg kobe dem?
Ja, vaerktojet kraver alle moduler markeret som afhaengigheder. Prisen pa appsiden inkluderer allerede disse afhaengigheder.
Hvad koster modulet i amerikanske dollar? Hvorfor aendrede den sig?
Prisen pa vores moduler er sat i euro. Odoo-butikken omregner til andre valutaer efter den interne valutakurs. Derfor kan prisen i amerikanske dollar aendre sig, nar kursen opdateres.
App- og webstedstekster på andre sprog end engelsk er AI-assisterede og afstemt med officielle Odoo-oversættelser. Hvis du opdager en fejl, send en sag om oversættelseskorrekthed så retter vi det.
Fejl Rapportering
Hvis du støder på fejl eller inkonsistent adfærd, så kontakt os. Vi garanterer rettelser inden 60 dage efter køb og forbedrer værktøjerne også bagefter.
Du behøver hverken telefonnummer eller kreditkort for at kontakte os. Det rækker med en kort e-mail-tilmelding, der tager under 30 sekunder.
Medtag så mange detaljer som muligt: skærmbilleder, Odoo-serverlogs og en fuld beskrivelse af, hvordan problemet genskabes. Det tager som regel nogle hverdage at lave en arbejdsplan (hvis fejlen bekræftes) eller retningslinjer (ellers).
Offentlig funktioner Anmodninger Modul Idéer GRATIS Udvikling
Vi er stærkt motiverede til at forbedre vores værktøjer og taknemmelige for al feedback. Hvis kravene er til offentlig nytte og kan implementeres effektivt, tager teamet dem med på opgavelisten.
En sådan opgaveliste behandles regelmæssigt og indebærer ingen ekstra gebyrer. Selvom vi ikke kan love frister og endeligt design, kan det være en god måde at få ønskede funktioner uden investeringer og risici.
Du behøver hverken telefonnummer eller kreditkort for at kontakte os. Det rækker med en kort e-mail-tilmelding, der tager under 30 sekunder.
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