OneDrive / SharePoint Odoo Integration v.14
The tool to automatically synchronize Odoo attachments with OneDrive files in both ways
This is the tool to integrate OneDrive / SharePoint features into your Odoo business work flow. The app automatically stores Odoo attachments in OneDrive / SharePoint, and it provides an instant access to them via web links. In such a way users work with files comfortably in the cloud storage, while the results are fully available in Odoo.
- the technical core which provides basic mechanics of auto synchronization. This is a required module for integration.
Dess pris är
398€
358€.
- the connector itself which introduces links between Odoo and OneDrive / SharePoint.
Dess pris är
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 .
Dess pris är
44€
39€.
Automatic regular sync
Synchronization between Odoo and OneDrive / SharePoint is based on scheduled jobs. No manual interaction is required
Bilateral OneDrive / SharePoint 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
Any Odoo document types for sync
Decide which Odoo document types should be synced. Customers, opportunities, sale or purchase orders, tasks or issues, employees or users, etc. Custom models are also supported
Instant access for OneDrive / SharePoint
The tool redefines Odoo attachments boxes to make work comfortable: download files locally without login, open files and folders in OneDrive / SharePoint (if possible, items would be opened in OneDrive / SharePoint editors and previewers), use standard Odoo previewers
Compatible with Odoo Enterprise documents
Reflect Odoo Enterprise Documents' structure and items in OneDrive / SharePoint. All features (including sharing, downloading, and signing) would anyway work
Personal OneDrive and SharePoint
Sync works both for personal OneDrives and business SharePoint tariffs
OneDrive / SharePoint sync history
Sync activities might be logged. Control over files and folders creations, moves, name changes and removals. Just turn on the option 'Log sync activities', and you would be able to observe the history through the button 'Sync logs'
Default folders
The tool let generate default directories' structure for this document type during the very first sync of a related object. For example, for all employees you may have pre-defined folders 'Scans', 'Scans/Official', 'Photos', etc.
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.
Sync any documents you like
Configuring models to sync
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To sync a specific document type, you should add it as a model to sync. Any Odoo model might be chosen
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The app let split models into a few folders based on selected filters. Use any document storable field to distinguish a directory. Have a separate folder for individuals and companies, for European and American opportunities, for quotations and confirmed orders, for each project, etc.
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Limit also documents by relative periods through using date fields of linked documents. For example, leads registered in the last 3 months or invoices updated the last week
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Define name expressions to specify titles of documents' OneDrive / SharePoint folders. For instance, to include project name to a task directory
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Prepare hierarchy of default folders to be created when a document directory is synced to OneDrive / SharePoint for the first time
Typical use cases
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Projects: have an own OneDrive / SharePoint folder for each customer project
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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
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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 alternatively
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Opportunities: carefully store all specifications, requirements, any files which would let you make a good offer
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Orders: keep all printings and contracts in OneDrive / SharePoint with instant availability from Odoo
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Picking operations: save warehouse docs to OneDrive / SharePoint.
How synchronization works
Direct Sync
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Direct synchronization is based on the scheduled job 'Synchronize attachments with cloud'
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Direct sync make 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
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Direct sync checks whether attachments are added or deleted for synced documents. If so, they would be created or removed in OneDrive / SharePoint
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Direct sync checks whether a new document type (e.g. sale orders) is added / renamed / replaced in the to-sync-models configurations. If so, this should be reflected in OneDrive / SharePoint
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Direct sync checks whether a new document (e.g. quotation SO-001) related to a synced document type is generated / updated / unlinked. If so, the connector would make the same changes in OneDrive / SharePoint
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The final goal of direct OneDrive / SharePoint integration is to have the structure 'Odoo / Document Types / Documents / Files. For example, 'Odoo / Quotations / SO019 / commercial offer.pdf'
Backward Sync
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Backward synchronization is based on the scheduled job 'Synchronize attachments from cloud'
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Backward sync checks whether any items are added to a OneDrive / SharePoint document folder. If so, the app would create URL attachments for that items in a linked Odoo object
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Backward sync checks whether any items are deleted / moved in a cloud document folder. If so, a linked Odoo attachment would be also unlinked or moved
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Backward sync checks whether any item is renamed in OneDrive / SharePoint. If so, a chained Odoo attachment should be also renamed
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In OneDrive 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
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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
Misc notes
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The connector works on a queue (first in - first out) principle: it tries to firstly reflect the oldest changes
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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
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File names and content should be managed in OneDrive / SharePoint: each backward sync would recover OneDrive / SharePoint names, Odoo is here less important
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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.
Odoo Enterprise Documents
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The special add-on 'Cloud Sync for Enterprise documents' is introduced to synchronize OneDrive / SharePoint with the Odoo app 'Documents' (the latter is distributed under the Odoo Enterprise license)
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Based on that add-on the Odoo documents' hierarchy would be reflected within the folder 'Odoo / Odoo Docs'
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Each Odoo folder would have a linked OneDrive / SharePoint 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
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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 URL attachments within a paired documents directory
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Standard OneDrive / SharePoint sync and integration with Enterprise Documents are done within the same jobs. Avoid the scenarios when a single file is synced as a simple Odoo attachment and as an Odoo document simultaneously
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Odoo spread sheet files are not synced by the connector: so, they are still manageable in Odoo
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Please do not name synced models as 'Odoo Docs'. This is the reserved name for Odoo Enterprise Documents.
Konfigurations- och installationstips för OneDrive / SharePoint Odoo Integration Odoo v.14
Python dependency
The tool depends on external libraries 'microsoftgraph'. Install this library for your Odoo server through the command:
pip3 install microsoftgraph-pythonConfiguration and log in
- 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 any where in Odoo, and would not be used any more. 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)'.
- Copy the Application Client ID to the Odoo field 'App client_id'
- Go to Certificates & secrets - Click 'New Client Secret'. Copy the secret value to the Odoo field 'App Secret Key'
- For SharePoint sites only:
- 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 afterwards, and it would be impossible to move it for another library
- Check the boxes 'OneDrive for business' and 'Use SharePoint sites'
- The SharePoint URL should be of the type https://[URL]/. The last '/' is required - site name should not be included into. 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
- Press Save on the Odoo configuration Page.
- Press 'Login and Confirm'. Odoo redirects you to Microsoft login page. Check in and grant permissions asked.
- After login, Microsoft redirects you back to Odoo. OneDrive - Odoo synchronization is ready to be done.
Create Azure application
New OneDrive Web platform and redirect URL
Generate new secret for Azure application
Enter configuration keys in Odoo
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 is required, when you have not used the sync tool for more than 6 months. In such a case:
- Press the button 'Reconnect'
- Press the button 'Login and confirm'
Vanliga frågor om OneDrive / SharePoint Odoo Integration Odoo v.14
Jag ser ett fel när jag klickar på molnlänken för den synkade bilden
Felet «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 att du inte är inloggad på tjänsten photos.onedrive.com.
Kan jag ändra frekvensen för synkroniseringsjobb?
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 jag konfigurera en annan struktur för synkade kataloger än den som synken förutsätter?
Nej, den här funktionen finns först från version 15. Dessförinnan använder modulen en fördefinierad mappstruktur:
Odoo - rotmapp för synken
Modeller - mappar för varje Odoo-dokumenttyp. Till exempel «Projects», «Partners». Via domän kan det finnas mer specifika mappar: «Customer 1 Projects», «Projects of the Customer 2», «Internal Projects» osv.
Objekt - mappar för varje dokument, t.ex. «Project 1» eller «Customer 1»
Filer och mappar som hör till detta Odoo-dokument och ska synkas.
Då kan du till exempel ha:
Odoo / Projects / Project 1 / filer och mappar för projekt 1
Odoo / Customer 1 Projects / Project 1; Odoo / Customer 2 Projects / Project 3, ...
Odoo / Customers / Customer 1 / filer och mappar för kund 1
Strukturen är alltid platt: bara dessa nivåer. Olika dokumenttyper kan inte ligga i samma gren. I mappen «Customer 1» kan man inte hålla både order, fakturor och projekt. Varje typ har egen/egna mapp(ar). Annars finns inget kriterium för bakåtsynken.
Ska jag ställa in specifika användaråtkomster i Odoo?
Nej, verktyget använder en enda användarslutpunkt. Alla synkprocesser körs under en enda molnadministratör (app). Rättigheter för skapade mappar / filer automatiseras inte. Administrera dem i din molnlagring.
Var lagras synkade filer? Dupliceras de till Odoo och molnen?
Appen förutsätter att bilagornas binära innehåll lagras i Cloud Client i stället för på Odoo-servern. Sådana bilagor i Odoo blir av typen URL och du kan när som helst nå dem från bilagerutan eller från Cloud Client.
Efter installationen krävs inga manuella åtgärder: synkroniseringen är helt automatisk. Bestäm vilka Odoo-dokumenttyper som ska synkas och ställ in en relaterad modell för var och en (kunder, sälj- eller inköpsorder, uppgifter, projekt osv.).
Kan jag ha flera mappar för samma dokumenttyp? Till exempel interna projekt och kundprojekt?
Ja, det går. Skapa en regel för varje och applicera filter: till exempel efter projekttyp.
Gör filtren ömsesidigt uteslutande så att ett dokument kan tilldelas entydigt. Till exempel: «kund men inte leverantör», «leverantör men inte kund». Annars hoppar dokumentmappen från en modell till en annan.
Behöver jag bara appen Cloud Storage Solution?
Nej, verktyget är bara en teknisk kärna. Du behöver också anslutningen för din molnklient.
Är det okej om jag har många objekt att synka, till exempel 10000?
Ja, även om processen kan vara långsam med många mappar/bilagor. Samtidigt har kunder rapporterat miljöer med >10k partners och ~5k produktvarianter, och processerna var acceptabla.
Några punkter:
- Synken är byggd så att varje objekt synkas och inte går förlorat, även om det inte är snabbt. FIFO-köer och commit av varje jobb garanterar det.
- Antalet objekt kan begränsas logiskt. Modellkonfigurationen låter dig utesluta föråldrade poster (t.ex. arkiverade partners eller order från 2 år sedan).
Går det att göra synkroniseringen i realtid?
Nej. Vi har starka skäl att undvika realtidssynk:
Prestanda. Vid realtidssynk ger varje filuppladdning en laddningsskärm.
Konflikter. Om 2 användare ändrar ett objekt samtidigt kan det bli olösligt. Med vanliga jobb kan vi rätta efteråt; i realtid behövs en kö, ännu mer vilseledande.
Funktion. Särskilt namnbyte och omstrukturering. Bakåtsynken bygger strikt på kataloglogiken och vid varje synk kontrolleras 100 % av objekten. Efter varje uppdatering skulle det bli tusentals anrop per sekund. Annars går ändringar förlorade.
Kan jag ändra standardnamnen på mappar i molnen?
Du kan ge modellkatalogerna (säljordrar, möjligheter, leverantörer osv.) ett eget namn för varje dokumenttyp.
För objektmappar (SO-001, John Smith osv.) använder verktyget Odoos metod för visningsnamn. Du kan ändra det med ett namnuttryck. Syntaxen är densamma som i Odoos e-postmallar.
Kan jag synka bilagor till flera molnklienter
No, this feature becomes available only from version 15.
Vi använder en särskild redigerare i våra moln (t.ex. OnlyOffice, Office 365). Skulle filer öppnas i den redigeraren?
Ja, beroende på din molnklients konfiguration.
Vilka uppdateringsregler galler for era verktyg?
Enligt de aktuella reglerna for Odoo Apps Store:
- Varje modul kop for version 12.0 eller tidigare ger tillgang till alla versioner upp till 12.0.
- Fran och med version 13.0 maste varje modulversion kopas separat.
- Oavsett version ger kopet ratt till alla uppdateringar och felrattningar inom en huvudversion.
faOtools-teamet styr inte dessa regler. Vid fragor, kontakta representanterna for Odoo Apps Store direkt.
Hur installerar jag er app pa Odoo.sh?
Det mest direkta sattet ar Odoo-butikens inbyggda flode:
1. Oppna modulens sida och klicka pa Deploy on odoo.sh
2. Du omdirigeras till GitHub. Logga in och klicka pa Create a new repo eller anvand ett befintligt. Repot maste vara privat. Appar under OPL-1 far inte publiceras. Skapa vid behov ett nytt repo for Odoo.sh-projektet
3. Ga sedan till odoo.sh, klicka pa Deploy, bekrafta och klicka pa Continue. Installationen startar.
Stegen installerar appen pa production-grenen. For andra grenar eller uppdatering:
1. Ladda ner kallkoden fran Odoo-butiken
2. Committa modulen till GitHub-repot. Ingen app-mapp/fil far sta i .gitignore. Repon som odoo.sh skapar kan ignorera viktiga sokvagar (t.ex. /lib). Ladda upp alla modulmappar och filer
3. Deploya malgrenen i odoo.sh-projektet eller vanta pa den automatiska builden om installningarna anger det.
Hur installerar jag er app pa min egen server?
2. Starta om Odoo-servern;
3. Sla pa utvecklarlaget (tekniska installningar);
4. Uppdatera applistan (Appar-menyn);
5. Hitta appen och klicka pa Activate/Install;
6. Folj anvisningarna pa appsidan om det finns nagon.
Er app har extra tillagg. Kan jag kopa dem senare?
Ja. Odoo lagger automatiskt alla beroenden i varukorgen: uteslut redan kopta verktyg sa att du inte betalar tva ganger.
Jag deployade er app pa Odoo.sh och ser en varning/ett fel i testerna
En rod/orange varning paverkar inte appens funktioner. Ibland klarar vara moduler inte de vanliga automatiska testerna, eftersom de forvantar ett beteende som strider mot appens mal. Vi andrar till exempel prisberakningen, medan Odoo-testerna jamfor slutpriset med standardalgoritmen.
Kontrollera forst funktionerna i den deployade databasen. Fungerar allt?
Om du anda tror att varningen paverkar verkliga funktioner, kontakta oss och skicka de fullstandiga installationsloggarna och den fullstandiga listan over deployade moduler (karn och tredje part).
Kan jag kopa er app direkt av er?
Nej, vi distribuerar verktygen endast via den officiella Odoo-appbutiken.
Jag vill ha rabatt
Tyvarr har vi inte tekniska mojligheter att erbjuda individuella priser.
Kan jag installera appen pa min Odoo Online (SaaS)-databas?
Nej, tredjepartsappar kan inte anvandas pa Odoo Online. Odoo SaaS blockerar den mojligheten.
Ert verktyg beror pa andra appar. Behover jag kopa dem?
Ja, verktyget behover alla moduler som anges som beroenden. Priset pa appsidan inkluderar redan dessa beroenden.
Vad kostar modulen i amerikanska dollar? Varfor andrades det?
Priset for vara moduler anges i euro. Odoo-butiken konverterar till andra valutor enligt sin interna vaxelkurs. Darfor kan priset i amerikanska dollar andras nar kursen uppdateras.
App- och webbplatsformuleringar på andra språk än engelska är AI-assisterade och anpassade till officiella Odoo-översättningar. Om du upptäcker ett fel, skicka ett ärende om översättningskorrekthet så åtgärdar vi det.
Bugg Rapporter
Om du stöter på fel eller inkonsekvent beteende, kontakta oss. Vi garanterar rättningar inom 60 dagar efter köpet och vill förbättra verktygen även efter det.
Du behöver varken telefonnummer eller kreditkort för att kontakta oss. Det räcker med en kort e-postregistrering som tar högst 30 sekunder.
Ta med så många detaljer som möjligt: skärmbilder, Odoo-serverloggar och en fullständig beskrivning av hur problemet återskapas. Det tar vanligtvis några arbetsdagar att ta fram en arbetsplan (om felet bekräftas) eller riktlinjer (annars).
Allmänheten Funktioner Begäran Modul Idéer GRATIS Utveckling
Vi är starkt motiverade att förbättra våra verktyg och tackar för all feedback. Om kraven är av allmänt intresse och kan implementeras effektivt tar teamet med dem i att-göra-listan.
En sådan att göra-lista behandlas regelbundet och innebär inga extraavgifter. Även om vi inte kan lova deadlines och slutlig design kan det vara ett bra sätt att få önskade funktioner utan investeringar och risker.
Du behöver varken telefonnummer eller kreditkort för att kontakta oss. Det räcker med en kort e-postregistrering som tar högst 30 sekunder.
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