Google Drive Odoo Integration

The tool to automatically synchronize Odoo attachments with Google Drive files in both ways

12.0 11.0 10.0

€ 490


The tool is compatible with both Odoo Enterprise and Odoo Community

The tool price includes all necessary dependencies

Odoo document system is clear and comfortable to use. However, it is not designed to work with files as Google Drive does. To process attachments users need to download a file, to change it, and to upload back. Documents are not synced locally and Odoo doesn't have powerful previewers and editors like Google Documents or Google Spreadsheets. Google Drive doesn't have such disadvantages. This is the tool to integrate Google Drive features into your Odoo business work flow. The app automatically stores all Odoo attachments in Google Drive and provides an instant access to them via web links. In such a way users work with files comfortably in Google Drive, while the results are fully available in Odoo.

The module recovers the 'Attachments' menu for any Odoo document removed in Odoo 12

Synchronization is bilateral. All Odoo attachments are put in Google Drive regularly. Google Drive files create attachments in Odoo in case they are placed in a correct folder. Look at the sections From Odoo to Google Drive and From Google Drive to Odoo
Integration is automatic in both ways. Based on scheduled jobs, Odoo send attachments to Google Drive and retrieve files from there
Any Odoo document might be synced: customers, opportunities, sale or purchase orders, tasks or issues, employees or users, etc. You decide by your own which records should be in Google Drive, and which should be left in Odoo
Synchronization works both for individual drives and team drives (Google Suite business and enterprise tariffs). In the latter case the root folder Odoo is place within a chosen team drive, in the first case - within a current user drive
All synced files are easily accessible though clicking on an attachment. Odoo automatically redirects you to a file previewer. Among others it might be Google Documents and Google Spreadsheets. Besides, you might open a whole document folder by clicking on 'Open folder' on the attachment widget
All 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 access history through the button 'Sync logs'
New For each document of this type you may create a default directories' structure. When this folder is firstly synced, Odoo would generate default folders. For example, for all employees you may have pre-defined folders 'Scans', 'Scans/Official', 'Photos', etc.
The tool is compatible with Odoo reporting and mailing apps. If such an app faces a synced file, it retrieves a real content from Google Drive. In particular, the reports 'always reload' feature and messages & mass mailing attachments work properly
Integration is based on a single user endpoint. It means that you should login in Google Drive only once. Afterwards for integrations Odoo would use that credentials disregarding an actual Odoo user. Make sure, however, that real Odoo users have an access to Google Drive to open URLs linked to their attachments

Feedback allows improving Odoo tools for you. If you tested the app, please leave a review on the product page

From Odoo to Google Drive

Direct synchronization has 2 prime aims:
  • Prepare and keep updated folders' structure in Google Drive
  • Upload new attachments to a correct folder
Folders

Odoo creates a convenient directory structure in Google Drive: 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 Google Drive 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 Google Drive will be recovered to Odoo names
    • If you remove a model from integration, it will not be deleted from Google Drive to keep already synced files safe. However, new documents of this type would not be synced
    • In case you removed a directory in Google Drive, 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 Google Drive for each suitable document even for documents without attachments. It is needed for a backward sync to easily add new files
    • Google Drive folder name equals a real document name. It relies upon Odoo name_get method. Thus, Odoo 'Michael Fletcher' (a contact of 'Agrolait') would be Google Drive '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 Google Drive directory
    • In case you remove a directory in Google Drive, but it still exists in Odoo, Google Drive folder structure would be recovered (while files would be unlinked in both Odoo and Google Drive)
    • Folders renaming in Google Drive 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.

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 Google Drive 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 Google Drive. 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 Google Drive. Depending on your Google Drive configurations it might be Google Documents, Google Spreadsheets, PDF previewer, etc. Anyway changes to file contents in Google Drive are available in Odoo at the same moment.

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

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

From Google Drive to Odoo

Backward integration aims to sync new files from Google Drive to Odoo:
  • 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 Google Drive, it will be renamed in Odoo as well
  • Files' removal from Google Drive 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 Google Drive
  • If you deleted a document type or a 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 Google Drive.

Backward Google Drive sync might take quite much time, since each folder should be checked (the more folders, the more time the backward sync requires). It is recommended to make frequency oftener than once an hour or two hours.

Misc peculiarities

  • Take into account that files or folders deleted in Google Drive are really deleted only when you clean trash. Otherwise, such files still exist and would be reflected in Odoo
  • 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.
Fast access to Google Drive files and folders
Integrate Odoo and Google Drive
Synced files are simply found in Google Drive. Add unlimited number of files or folders here
Odoo attachments as Google Drive files
Choose document types to be synced
Google Suite models structure
Document type might have a few folders based on filters
Documents filtered
All document types are in the root directory 'Odoo'
Google Drive root directory
Document types' folders
Document types' folders in Google Drive
All document of this type has an own folder
Documents' folders
Logged synchronisation activities
Sync Logs
Default folders for this document types to be created while firstly synced
Default directories within each document folder

Login and Google Drive Credentials

  1. Go to the Google Developer Console via the url https://console.developers.google.com
  2. Select or create a project
  3. Press 'Enable APIs and Services'. Find Google Drive API and push the button to enable its API
  4. Push the button 'Create Credentials'
  5. Select:
    • 'Web application' as the application type
    • As the name use any comfortable
    • As the authorised redirect URI add the link in a format [YOURODOOSITENAME]/google_drive_token (e.g. https://odootools.com/google_drive_token). To proceed your Odoo domain should be added to the list of authorized urls
    • Save the app and copy 'Client ID' and 'Client Secret' (also available by the button 'Download JSON')
  6. Go to the Odoo Google Drive Settings
    • Copy ' Client ID' to the 'App Client ID'
    • Copy ' Client Secret' into the field 'App Secret Key'
    • Insert previously generated redirect url
    • If you use team Drives, check the related box. Make sure you really use team drives. In you Google Drive you should find the item 'Team Drives' in the left sidebar. This feature is available only for business and enterprise tariffs
    • If the option 'Team Drive' is enabled, introduce its name. It should be absolutely the same as you see it in your Google Drive. Make sure that your user has full rights for this team drive
  7. Press 'Save'
  8. Press 'Login and Confirm'. Odoo redirects you to Google login page. Check in and grant permissions asked
  9. After login, Googke redirects you back to Odoo. Google Drive – Odoo synchronization is ready to be done.
Find Google Drive among Google apps
Google Drive API
Enable Google Drive API
Google Drive API turn on
Create Credentials for Google Drive API
Google Drive credentials
Introduce Google Drive app settings
Google Drive settings
Copy Google Drive App credentials
Odoo Google app credentials
Save Drive credentials to Odoo
Configure Odoo for Google Drive
Odoo is ready for sync with Google Drive
Odoo GDrive login and sync

Scheduled jobs

You may change the frequency of sync jobs. To this end:
  1. Turn on debug mode
  2. Go to technical settings > Automation > Scheduled jobs
  3. Find the jobs 'Synchronize attachments with cloud' and 'Update attachments from cloud'
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