Box Odoo Integration v.18
The tool to automatically synchronize Odoo attachments with Box files in both ways
This is the tool to integrate Box features with Odoo folders and files. The app automatically stores Odoo attachments and directories in Box and provides instant access to them through Box web links.
Automatic folders' structure
Decide which Odoo document types should have their own folders trees and synchronize those to Box
Automatic regular sync
Rely on auto-synchronization between Odoo and Box based on scheduled jobs. No manual interaction is required
Bilateral sync
Odoo sends attachments to Box and retrieves files from there. Binary content is kept in clouds, while Odoo provides direct access to synced items
Cloud synchronization history
Control Box 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, download, upload, and move files
Attachment box
Organize files of any Odoo object in a set of subfolders. Instantly access folders and files in the attachment box and in Box
How synchronization works
Automatic two-sided sync
- Configure sync for one or multiple Box accounts
- Integration is based on scheduled jobs and is fully automatized. The app regularly checks changes in Odoo and Box and runs sync operations
- Synchronization is bilateral. Updates in Odoo are reflected in Box (direct sync); changes in Box modify Odoo folders and attachments (backward sync)
- Cloud connection with Box might be reset. In this way, the app assumes getting all items back to Odoo (reverse sync)
Queue-based synchronization
- Once in 15 minutes, the app examines updates in Odoo and Box to prepare a synchronization queue
- Folders' checks follow the First-In-First-Out (FIFO) principle. Directories that have not been examined for the longest are processed first
- If the app faces sync failures, it will retry operations afterward. Sync queue processing is not stopped by non-blocking failures
Odoo attachments for Box: direct sync
- Direct sync prepares the folders' hierarchy and uploads Odoo attachments to Box
- Folder and file renames or moves keep stable Box IDs, so synced Odoo records stay linked to the same cloud item
- Uploaded attachments become URL records in Odoo, while binary content is stored in Box
Box files and folders for Odoo: backward sync
- Backward sync checks whether files or subfolders are added to Box folders. If so, the app creates URL attachments/subdirectories inside linked Odoo directories
- Updates in Box are reflected in Odoo, including moves and renames based on stable Box item IDs
- In case of conflicts, direct sync changes are in general considered more important than backward updates
Box URLs
Box provides internal web links for files and folders, for example links of the type https://app.box.com/file/[ID] and https://app.box.com/folder/[ID]. Such links are stable, but only Box users with access rights to the related item can open them.
By default, the connector uses those internal Box links. It is the safest and fastest option, since the synchronization does not have to create shared links for every synced item.
If shared links are enabled, Odoo will try to generate Box shared URLs for files and folders. Be cautious with this option: although the links are hardly known by external users, they might become available as a result of some user actions. Besides, shared link generation is slower and might make the synchronization process longer.
Nasveti za konfiguracijo in namestitev za Box Odoo Integration Odoo v.18
Python dependency
The tool depends on the external library 'box_sdk_gen'. Install this library for your Odoo server through the command:
pip3 install boxsdkConfiguration and log in
- Turn on the option 'Box Sync' (cloud Storage > Configuration > Configuration). The optional add-on Box Odoo Integration is required
- Create or open a Box developer account and go to the Box Developer Console: https://app.box.com/developers/console
- Create a Custom App and choose OAuth 2.0 (Authorization Code Grant) as the authentication method
- Add the redirect URI as [YOURODOOSITENAME]/box_token (e.g. https://faotools.com/box_token). A valid SSL certificate (https) is required
- Grant the app access to read and write files and folders. Avoid assigning unrelated permissions
- Go to Odoo Cloud Storage > Configuration > Cloud Clients and press 'Create'
- As a reference, introduce any name which would be clear to all users
- As a Cloud client, choose 'Box'
- As a Root folder name, enter a title that will be used as the parent Box directory for all synced folders. For example, 'Odoo' or 'OdooERP'
- Copy Box Client ID to the field 'Client ID'
- Copy Box Client Secret to the field 'Client Secret'
- Insert previously generated redirect URL
- Press 'Confirm'. Odoo redirects you to the Box login page. Check in the system, agree with all conditions, and grant all permissions asked
- After login, Box redirects you back to Odoo. Box - 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 Box account
- 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 a new Box developer app
Copy Box OAuth credentials
Configure the Box cloud client in Odoo
Grant Odoo access to Box
Pogosta vprašanja o Box Odoo Integration Odoo v.18
Kje so shranjena sinhronizirana polja? Ali so podvojena v Odoo in clouds?
Aplikacija predvideva, da je binarna vsebina priponk shranjena v Cloud Client namesto na strežniku Odoo. Take priponke v Odoo postanejo vrste URL in do njih lahko kadar koli dostopate iz polja priponk ali iz Cloud Client.
Po nastavitvi ročna dejanja niso potrebna, saj je sinhronizacija povsem samodejna. Odločite se, kateri tipi dokumentov Odoo naj se sinhronizirajo, in za vsakega nastavite povezan model (stranke, prodajni ali nabavni nalogi, opravila, projekti itd.).
Ali lahko imam več map za isti tip dokumenta? Na primer notranji projekti in projekti strank?
Da, lahko. V ta namen pripravite pravilo za vsakega in nato uporabite filtre: na primer po tipu projekta.
Filtre naredite medsebojno izključujoče, da se dokument lahko nedvoumno dodeli. Na primer „stranka, vendar ne dobavitelj“, „dobavitelj, vendar ne stranka“. Sicer mapa določenega dokumenta skače z enega modela na drugega.
Ali je mogoča sinhronizacija v realnem času?
Ne. Imamo tehtne razloge, da se izognemo sinhronizaciji v realnem času:
Težave z zmogljivostjo. Če je sinhronizacija v realnem času, vsak prenos datoteke prikaže zaslon nalaganja.
Težave s konflikti. Če 2 uporabnika hkrati spremenita element, lahko nastanejo nerešene situacije. Pri rednih opravilih to lahko popravimo pozneje; v realnem času bi to morali shraniti kot vrsto, kar bi uporabnike še bolj zmedlo.
Težave s funkcionalnostjo. Zlasti preimenovanje in prestrukturiranje elementov. Pri povratni sinhronizaciji se orodje strogo opira na logiko imenikov in pri vsaki sinhronizaciji preveri 100 % elementov. Če bi to potekalo po vsaki posodobitvi, bi bilo tisoče zahtev na sekundo. Če ne: spremembe bi se izgubile.
Ali lahko spremenim privzeta imena map v oblakih?
Direktorijem modelov (prodajni nalogi, priložnosti, dobavitelji itd.) lahko za kateri koli tip dokumenta dodelite lastno ime.
Za mape objektov (SO-001, John Smith itd.) se orodje opira na metodo Odoo za sestavo prikaznega imena tega tipa dokumenta. To lahko spremenite z definiranjem izraza imena. Uporabljena je natančna skladnja e-poštnih predlog Odoo.
Ali lahko spremenim pogostost sinhronizacijskih opravil?
Ne, od različice 15 načrtovanih opravil ne smete spreminjati. Optimizirana so, da se izvajajo vsakih 15 minut za najbolj stabilno in hitro povezavo.
Poskrbite, da so časovne omejitve strežnika Odoo nastavljene na vsaj 15 minut (900 sekund).
Če morate sinhronizacijo za nekaj časa ustaviti, to storite na obrazcu posameznega cloud client.
Ali lahko sinhroniziram priloge z nekaj oblačnimi odjemalci
Da, od različice 15 lahko nastavite več povezav. Tako nekatere mape sinhronizirate z enim cloud clientom, druge z drugim.
Upoštevajte, da iste mape ni mogoče hkrati sinhronizirati z več cloud storages.
V naših oblakih uporabljamo poseben urejevalnik (npr. OnlyOffice, Office 365 itd.). Bi se datoteke odprle v tem urejevalniku?
Da, odvisno od konfiguracije cloud client.
Ali potrebujem samo aplikacijo Cloud Storage Solution?
Od različice 15 lahko aplikacijo uporabljate samostojno za razvrščanje prilog v mape in vmesnik upravitelja datotek.
Če pa želite povezavo z enim od odjemalcev oblaka, morate namestiti vsaj eno izbirno aplikacijo odjemalca.
Kaj se zgodi, ko spremenim pravilo mape?
Ko se pravilo mape spremeni, se spremeni tudi seznam map. Če mapa ne ustreza več pogojem, se odstrani. Če so bile datoteke sinhronizirane, jih obratna sinhronizacija vrne v Odoo in jih izbriše iz Cloud Client.
Če objekt dokumenta ne ustreza pogojem pravila mape, njegova mapa ne bo ustvarjena. Če jim kasneje ustreza, bo povezana mapa ustvarjena.
Besedila aplikacije in spletnega mesta v jezikih, ki niso angleščina, so pripravljena z UI in usklajena z uradnimi prevodi Odoo. Če opazite napako, pošljite zahtevek o pravilnosti prevodov in jo bomo popravili.
Predstavitvene zbirke Odoo (predogledi v živo)
Za to aplikacijo lahko zagotovimo brezplačno prilagojeno demo zbirko.
Za stik ne potrebujete telefonske številke niti kreditne kartice. Potrebna je le kratka prijava z e-pošto, ki ne traja več kot 30 sekund.
Na vašo zahtevo pripravimo individualno zbirko za predogled v živo, kjer lahko približno dva tedna izvajate teste in preverjate predpostavke.
Prijavljanje napak
Če naletite na napake ali nedosledno vedenje, nas ne oklevajte kontaktirati. Zagotavljamo popravke v 60 dneh od nakupa in tudi po tem obdobju želimo izboljševati orodja.
Za stik ne potrebujete telefonske številke niti kreditne kartice. Potrebna je le kratka prijava z e-pošto, ki ne traja več kot 30 sekund.
V zahtevo vključite čim več podrobnosti: posnetke zaslona, dnevnike strežnika Odoo, celoten opis ponovitve težave in podobno. Običajno traja nekaj delovnih dni, da pripravimo delovni načrt (če je napaka potrjena) ali smernice, kaj storiti (sicer).
Javne zahteve za funkcije in ideje modulov (brezplačen razvoj)
Močno nas žene izboljševanje orodij in hvaležni smo za vsako povratno informacijo. Če so vaše zahteve v splošno korist in jih je mogoče učinkovito uresničiti, jih bo ekipa vključila na naš seznam opravil.
Tak seznam opravil obdelujemo redno in ne predvideva dodatnih stroškov. Čeprav ne moremo obljubiti rokov in končne zasnove, je to lahko dober način, da dobite želene funkcije brez naložb in tveganj.
Za stik ne potrebujete telefonske številke niti kreditne kartice. Potrebna je le kratka prijava z e-pošto, ki ne traja več kot 30 sekund.
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