OneDrive / SharePoint Odoo Integration v.15
The tool to automatically synchronize Odoo attachments with OneDrive files in both ways
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.
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 the attachment box and in OneDrive / SharePoint.
Works well with SharePoint. Supportive team
We've been using this with SharePoint and it's been working great. One of the best things is having everything, including logs right in Odoo's interface, so you can actually see what's going on. It's also super convenient that you can view or download synced files from the attachment box without having to leave the page or even log in to Sharepoint.
Setup was pretty smooth for us. When we had a few questions about setting up the folder hierarchy and priorities, the developer team got back to us in just a couple of hours and helped us figure it out. Great support and great extension!
Great support, assistance and very good connector!
We are very happy with the support we received when configuring the Sharepoint - Odoo connector. The connector has great functionalities.
All our questions were answered very fast (within one day).
FaOtools helped us optimising our connector and assisted us with future improvements.
We really recommend this connector.
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.
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.
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.
How synchronization works
Automatic two-sided sync
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Configure sync for one or multiple OneDrive / SharePoint instances
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Integration is based on scheduled jobs and is fully automatized. The app regularly checks changes in systems and runs sync operations
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Synchronization is bilateral. Updates in Odoo are reflected in OneDrive / SharePoint (direct sync); changes in OneDrive / SharePoint modify Odoo folders and attachments (backward sync)
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Cloud connection with OneDrive / SharePoint might be reset. In this way, the app assumes getting back all items back to Odoo (reverse sync)
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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
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Once in 15 minutes, the app examines updates in Odoo and OneDrive / SharePoint to prepare a synchronization queue
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Folders' checks follow the First-In-First-Out (FIFO) principle. So, directories that have not been examined for the longest will be processed first
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Once in 15 minutes, the sync queue is run by the special scheduled job. Firstly, the most important (blocking) tasks would be done
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Control planned jobs and their fulfillment in the special Odoo logs interface (Cloud Storage > Configuration > Sync Logs). Subscribe for particular cloud clients notifications
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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
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Direct sync prepares the folders' hierarchy and uploads Odoo attachments for OneDrive / SharePoint
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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
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Direct sync makes all synced Odoo attachments change their type to a link (URL), while binary content is removed with one of the next Odoo cleaners. So, no actual files would be stored on your Odoo server
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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
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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
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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)
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Backward sync checks whether there are any updates in folders or attachments. Such updates would be then reflected in Odoo
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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
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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
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In case of conflicts, direct sync changes are in general considered more important than backward updates.
Resetting or changing OneDrive / SharePoint: reverse sync
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In case you decided to reset the connection with OneDrive / SharePoint, files would be moved back to Odoo
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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
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Reverse sync operations are prioritized to direct and backward sync operations
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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.
Konfigurations- og installationstips til 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-pythonConfiguration and log in
- Turn on the option 'OneDrive / SharePoint Sync' (cloud Storage > Configuration > Configuration). The optional add-on OneDrive / SharePoint Odoo Integration is required
- 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.)
- Go to your Azure Portal: https://portal.azure.com/#blade/Microsoft_AAD_RegisteredApps/ApplicationsListBlade
- Click 'New registration'
- 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)'.
- Go to Certificates & secrets - Click 'New Client Secret'. Save somewhere the secret value
- 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 root (the very root SharePoint site), 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
- Press 'Confirm'. Odoo redirects you to the Microsoft login page. Check in the system, agree with all conditions, and grant all permissions asked
- After login, OneDrive redirects you back to Odoo. OneDrive - Odoo synchronization is ready to be done
- Apply the newly created cloud client to folder rules and/or manual folders which should be synced to that OneDrive or SharePoint instance
- Await the sync scheduled job to be started. For testing purposes only: trigger integration manually from Cloud Storage > Configuration > Configuration > the button 'Launch sync'.
Watch also the videos to configure OneDrive and SharePoint
Create Azure application
New OneDrive Web platform and redirect URL
Generate new secret for Azure application
Enter configuration keys in Odoo
Ofte stillede spørgsmål om OneDrive / SharePoint Odoo Integration Odoo v.15
Jeg ser en fejl, når jeg klikker på cloud-linket til det synkroniserede billede
Fejlen «This item might have been deleted, expired, or you might not have permission to access it. Contact the owner of this item for more information.» betyder, at du ikke er logget ind på tjenesten photos.onedrive.com.
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.
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 ændre mappernes standardnavne i clouds?
Du kan give modelmapperne (salgsordrer, muligheder, leverandører osv.) dit eget navn for enhver dokumenttype.
For objektmapper (SO-001, John Smith osv.) bruger værktøjet Odoos metode til visningsnavn. Du kan ændre det med et navneudtryk. Syntaksen er den samme som i Odoo e-mailskabeloner.
Kan jeg ændre hyppigheden af synkroniseringsjob?
Nej, fra version 15 bør du ikke ændre planlagte job. De er optimeret til at køre hvert 15. minut for den mest stabile og hurtige forbindelse.
Odoo-serverens timeouts skal være mindst 15 minutter (900 sekunder).
Hvis du skal stoppe synken et stykke tid, så gør det på formularen for den pågældende cloud-klient.
Kan jeg synkronisere vedhæftninger til flere cloud-klienter
Ja, fra version 15 kan du oprette flere forbindelser. På den måde kan nogle mapper synkroniseres til én cloud-klient og andre til en anden.
Bemærk, at det på ingen måde er muligt at synkronisere den samme mappe til flere cloudlagre samtidig.
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.
Behøver jeg kun appen Cloud Storage Solution?
Fra version 15 kan appen bruges alene til at strukturere vedhæftninger i mapper og give en filhåndteringsgrænseflade.
Hvis målet er forbindelse til én af cloud-klienterne, skal mindst én valgfri klientapp installeres.
Hvad sker der, når jeg ændrer en mappe-regel?
Når en mappe-regel ændres, ændres mappelisten også. Matcher en mappe ikke længere betingelserne, fjernes den. Er filerne synkroniseret, returnerer den baglæns synk dem til Odoo og sletter dem fra Cloud Client.
Matcher dokumentets objekt ikke en mappe-regel, oprettes mappen ikke. Matcher det senere, genereres den relaterede mappe.
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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