Box Odoo Integration v.17
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.
配置与安装提示： Box Odoo Integration Odoo v.17
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
相关常见问题 Box Odoo Integration Odoo v.17
同步字段存储在哪里？会复制到 Odoo 和云端吗？
本应用假定附件的二进制内容保存在 Cloud Client 中，而不是 Odoo 服务器上。因此，Odoo 中的此类附件变为 URL 类型，您可随时从附件框或 Cloud Client 访问它们。
设置完成后无需手动操作，同步完全自动。只需决定要同步哪些 Odoo 单据类型，并为每一种设置关联模型（客户、销售或采购订单、任务、项目等）。
同一单据类型可以有多个文件夹吗？例如内部项目和客户项目？
可以。请为每一种准备规则，然后应用筛选：例如按项目类型。
尽量让筛选互斥，以便单据能被明确归类。例如“是客户但不是供应商”、“是供应商但不是客户”。否则某个单据文件夹会在模型之间跳动。
可以将同步做成实时的吗？
不可以。我们有充分理由避免实时同步：
性能问题。若同步是实时的，每次上传文件都会出现加载屏幕。
冲突问题。若 2 位用户同时更改一项，可能出现无法解决的情况。定期作业可以事后修复；实时同步则必须存成队列，对用户更加费解。
功能问题。尤其是重命名和调整结构。反向同步严格依赖目录逻辑，每次同步都会检查 100% 的项目。若每次更新都做，将是每秒数千次请求。若不做：更改会丢失。
我可以更改云中默认文件夹的名称吗？
可为任何单据类型给模型目录（销售订单、商机、供应商等）指定自己的名称。
对象文件夹（SO-001、John Smith 等）依赖 Odoo 为该单据类型构造显示名称的方法。不过可通过定义名称表达式来更改。使用的正是 Odoo 电子邮件模板的语法。
我可以更改同步作业的频率吗？
不可以。从版本 15 起不应再改计划作业。它们已优化为每 15 分钟运行，以保证最稳定、最快的连接。
请确保 Odoo 服务器超时至少为 15 分钟（900 秒）。
若需暂时停止同步，请在相应的 cloud client 表单上进行。
我可以将附件同步到几个云客户端吗
可以，从版本 15 起可设置多个连接。这样一部分文件夹同步到一个 cloud client，另一部分同步到另一个。
请注意，同一文件夹无法同时同步到多个 cloud storages。
我们在云中使用专用编辑器（例如 OnlyOffice、Office 365 等）。文件会在该编辑器中打开吗？
可以，取决于您的 cloud client 配置。
我是否只需要Cloud Storage Solution应用？
从版本 15 起，应用可单独用来把附件按文件夹整理，并提供文件管理器界面。
不过，若要与某个云客户端建立连接，则需要 至少安装一个可选的客户端相关应用。
更改文件夹规则时会发生什么？
文件夹规则一变，文件夹列表也会变。不再符合规则条件的文件夹会被移除。若文件已同步，反向同步会将其退回 Odoo 并从 Cloud Client 删除。
若文档对象不符合文件夹规则的条件，则不会创建其文件夹。之后若符合条件，将生成相关文件夹。
非英语的应用和网站措辞由 AI 辅助 并与官方 Odoo 翻译对齐。若发现错误， 发送翻译正确性工单 我们会修好。
Odoo 演示数据库（在线预览）
对于此应用，我们可能提供免费个性化演示数据库。
联系我们无需电话号码或信用卡。只需完成不超过 30 秒的简短电子邮件注册。
按您的申请，我们将准备独立的在线预览数据库，约两周内可进行任意测试并核验假设。
缺陷反馈
如遇缺陷或不一致行为，请随时联系我们。我们保证在购买后 60 天内提供修复，并在此期限后仍积极改进工具。
联系我们无需电话号码或信用卡。只需完成不超过 30 秒的简短电子邮件注册。
请在请求中尽可能提供详细信息：截图、Odoo 服务器日志、完整的问题复现说明等。通常需要几个工作日来准备问题的工作计划（若确认是缺陷）或提供应采取的指引（否则）。
公开功能请求与模块构想（免费开发）
我们非常希望改进工具，并感谢任何反馈。若您的需求具有普遍价值且能高效实现，团队会将其列入待办清单。
此类待办清单会定期处理，不产生额外费用。虽然我们无法承诺截止日期和最终设计，但这可能是在无投入、无风险的情况下获得所需功能的好办法。
联系我们无需电话号码或信用卡。只需完成不超过 30 秒的简短电子邮件注册。
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