OneDrive / SharePoint Odoo Integration v.12

• Prepare and keep updated folders' structure in OneDrive
• Upload new attachments to a correct folder

Odoo creates a convenient directory structure in OneDrive: Odoo / Document type name / Document name / Files, where:

• Odoo is a central directory for Odoo Sync in your Drive.
• Document type is a synced Odoo model, for example, 'Sale orders', 'Opportunities', 'Customers'
  • You select document types by yourself. It might be any document type
  • Moreover, you might have a few folders for a single document type. Use Odoo domains to have not global 'Partners, but 'Customers' and 'Suppliers', not just 'Sale orders' but 'Commercial offers', 'To deliver', and 'Done orders'
  • With each sync Odoo would try to update document types' folders. Add a new document type at any moment. It will appear in OneDrive with a next sync
  • You are welcome to introduce or change document types folder names at any moment in Odoo. Take into account: renaming in OneDrive will be recovered to Odoo names
  • If you remove a model from integration, it will not be deleted from OneDrive to keep already synced files safe. However, new documents of this type would not be synced
  • In case you removed a directory in OneDrive / SharePoint, but it is still configured in Odoo, with a next sync a folder structure is going to be recovered (not files, surely).
• Document is an exact object to sync. For instance, 'Agrolait' or 'SO019'
  • Documents are synced in case they relate to a synced document type and satisfy its filters. For example, you are not obliged to sync all partners, you may integrate only 'Customers' and 'Vendors' or only 'Companies', not 'Contacts'
  • Odoo would generate a folder in OneDrive for each suitable document even for documents without attachments. It is needed for a backward sync to easily add new files
  • OneDrive folder name equals a real document name. It relies upon Odoo name_get method. Thus, Odoo 'Michael Fletcher' (a contact of 'Agrolait') would be OneDrive 'Agrolait, Michael Fletcher'
  • If an exact document changes its document type (e.g. a quotation is now confirmed), Odoo will automatically relocate its related folder to a proper parent directory (in the example: from 'Commercial offers' to 'To deliver')
  • In case a document relates to a few types (for instance, you have 'Vendors' and 'Customers', while Agrolait is both), this document folder would be put into the most prioritized document type. A document type priority is higher as closer to the top in Odoo interfaces it is
  • If an Odoo document is removed, the next sync will remove a corresponding OneDrive directory
  • In case you remove a directory in OneDrive / SharePoint, but it still exists in Odoo, OneDrive folder structure would be recovered (while files would be unlinked in both Odoo and OneDrive)
  • Folders renaming in OneDrive will be replaced with Odoo names, Odoo document names are more important
• Files are real files taken from Odoo attachments

The resulted path would be, for example, 'Odoo / Quotations / SO019 / commercial offer.png'.

The only exclusion of the rule are stand alone attachments which do not relate to any Odoo documents (their document type is 'ir.attachment'). Such attachments' path is 'Odoo / Stand Alone Attachments / image.png'.

The very first sync might take quite a long, since a lot of folders should be created. Afterwards, it would be much faster. However, it is not recommended to make sync too frequent: once an hour seems quite good for large files.

With each direct sync, Odoo tries to find not yet synced attachments. If such attachments suit any document type to sync, a file will be uploaded to OneDrive to a proper folder. In Odoo such attachments will become of 'url' type. It means that a file is not any more kept in Odoo server space, but now it is in OneDrive. Until sync is done, Odoo attachment remains binary and stores an actual file. Such approach helps Odoo to work faster.

Clicking on such attachment leads you to a file previewer / editor in OneDrive. Depending on your OneDrive / SharePoint configurations it might be Word, Excel, PDF previewer, etc. Anyway changes to file contents in OneDrive are available in Odoo at the same moment.

If you unlinked an attachment from Odoo, it would be deleted in OneDrive as well.

Take into account that file names should be managed in OneDrive: each backward sync would recover OneDrive names, Odoo is here less important.

• If a new file is added to a proper document folder (e.g. to 'Odoo / Customers / Agrolait'), the same attachment will be added to Odoo document (in the example - to 'Agrolait')
• In document folders you can put not only files but also child folders. In that case a link for this folder (not its content) is kept in attachments
• In case you rename a file in OneDrive, it will be renamed in Odoo as well
• Files' removal from OneDrive leads to related Odoo attachments' removal
• If you move a file to another document folder, in Odoo a related attachment would be re-attached to this new document. Take into account: if you move a file for a not document folder, in Odoo attachment will be deleted as it has been removed from OneDrive
• If you deleted a document type or document folder, their child files are deleted as well. Thus, Odoo would remove related attachments. The folders, however, will be recovered with a next direct sync. Folders' move to another directory is also considered as a removal. Avoid such situations by following the simple rule: folders are managed mostly by Odoo, files - mostly by OneDrive.

Backward OneDrive sync might take time. It is recommended to make frequency oftener than once an hour or two hours.

• Projects: automatically forward all project-related documents to OneDrive to share those with a customer as a cloud link.
• 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 Documents alternatively.
• Opportunities: carefully store all specifications, requirements and any file which would let you make a good offer.
• Orders: keep all printings and contracts in OneDrive / SharePoint with simple availability from Odoo.

This tool is not in conflict with the 'documents' module provided by the Enterprise license. Attachments related to Enterprise folders would be synced as any other files: according to a document they relate to. In the most cases it means they would be linked to stand-alone attachments.

It is not always comfortable, and you might be interested in reflecting directories' structure introduced by the module 'Documents'. To this end the extension Cloud Sync for Enterprise Documents (its standard price is 44 Euros) is developed. This tool has 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