OneDrive / SharePoint Odoo Integration

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

12.0 11.0 10.0 8.0

€ 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 OneDrive 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 Word or Excel. OneDrive doesn't have such disadvantages. This is the tool to integrate OneDrive features into your Odoo business work flow. The app automatically stores all Odoo attachments in OneDrive and provides an instant access to them via web links. In such a way users work with files comfortably in OneDrive, while the results are fully available in Odoo.

Synchronization is bilateral. All Odoo attachments are put in OneDrive regularly. OneDrive files create attachments in Odoo in case they are placed in a correct folder. Look at the sections From Odoo to OneDrive and From OneDrive to Odoo
Integration is automatic in both ways. Based on scheduled jobs, Odoo send attachments to OneDrive 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 OneDrive, and which should be left in Odoo
Synchronization works for SharePoint sites, OneDrive for business, and personal OneDrive. In the first case the files are kept in preselected documents library, in the latter two – in a user' documents library
All synced files are easily accessible though clicking on an attachment. Odoo automatically redirects you to a file previewer. Among others it might be Word or Excel editors (if Office365 is set up). 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 OneDrive. 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 OneDrive 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 OneDrive 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 OneDrive

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

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.

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.

From OneDrive to Odoo

Backward integration aims to sync new files from OneDrive 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 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 is super fast. It relies upon the 'track changes' method, and you might configure the cron job for once in 10 or even 5 minutes. Thus, new OneDrive files will appear in Odoo almost in real time.

Misc peculiarities

  • 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 OneDrive files and folders
Integrate Odoo and Onedrive
Synced files are simply found in OneDrive. Add unlimited number of files or folders here
Odoo attachments as OneDrive files
Choose document types to be synced
Onedrive models structure
Document type might have a few folders based on filters
Documents filtered
All document types are in the root directory 'Odoo'
Onedrive root directory
Document types' folders
Document types' folders in OneDrive
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

Preliminary steps

The tool depends on external libraries 'microsoftgraph'. Install this library for your Odoo server through the command: pip install microsoftgraph-python

SharePoint sites

  1. Go to your Azure Portal and prepare a new application:
    • Grant the app full permissions for Office365 SharePoint online
    • Assign the reply url as [YOURODOOSITENAME]/one_drive_token (e.g. https://odootools.com/one_drive_token)
    • Generate a new key. Keep it safely somewhere for the future use
  2. 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
  3. Go to Odoo general settings > Onedrive.
    • Copy 'Application ID' to 'App client_id'
    • Put a previously generated key to the field 'App secret key'
    • Enter the 'Redirect URL' as you entered 'Reply url' in Azure Portal
    • Check the boxes 'OneDrive for business' and 'Use sharepoint sites'
    • The SharePoint URL should be of the type https://[URL]/. The last '/' is required, sitename 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
  4. Press 'Save'
  5. Press 'Login and Confirm'. Odoo redirects you to Microsoft login page. Check in and grant permissions asked.
  6. After login, Microsoft redirects you back to Odoo. OneDrive – Odoo synchronization is ready to be done.
Create application in your Azure Portal
Azure application for OneDrive Sync
App's permissions
Onedrive app permissions
App's permissions
Onedrive app permissions for Odoo sync
Redirect url should be https://[yourodoosite]/one_drive_token
Odoo Onedrive redirect url
Generate a secret key
Onedrive Odoo secret key
Create a new SharePoint Documents Library
Sharepoint library for Odoo
Create a new SharePoint Documents Library
Sharepoint library for Odoo
Enter configuration keys in Odoo
Configure Odoo for Onedrive
Odoo attachments are ready for sync with Onedrive files. Press 'Sync to Onedrive' for the files upload
Odoo Onedrive configuration

Personal OneDrive and OneDrive for business

  1. Go to https://apps.dev.microsoft.com/?referrer=https%3A%2F%2Fdev.onedrive.com and press to create a new application. Choose any suitable name like Odoo
  2. Add a new 'Web' platform and allow implicit flow. Assign the reply url as [YOURODOOSITENAME]/one_drive_token (e.g. https://odootools.com/one_drive_token)
  3. Check the box 'Live SDK Support'
  4. Generate a new password. Keep it safely somewhere for the future use
  5. Go to Odoo general settings > Onedrive
    • Copy 'Application Id' to 'App client_id'
    • Put a password into the field 'App Secret key'
    • Insert previously generated redirect url
    • If you use Onedrive for business check the related box
  6. Press 'Save'
  7. Press 'Login and Confirm'. Odoo redirects you to Microsoft login page. Check in and grant permissions asked.
  8. After login, Microsoft redirects you back to Odoo. OneDrive – Odoo synchronization is ready to be done.
Create OneDrive application
Odoo onedrive perosnal application
New OneDrive Web platform and redirect url
Onedrive redirect url
SDK Live support is required
Onedrive SDK support
Enter configuration keys in Odoo
Configure Odoo for Onedrive personal

Migration from the versions prior to the version 1.3.0

In case you decided to upgrade this module form the version prior to the version 1.3.0, you should:
  • Push the button 'Backward sync' (to make sure recent OneDrive changes are synced)
  • Push the button 'Reconnect' and log in Microsoft
  • Push the button 'Migrate from the version under 3.0'
  • Check / update synced models
  • Push the button 'Sync' to apply changes

Reconnection

Reconnection is required in 2 cases:
  • You use this tool with version prior to 1.2.0. In that case you should also install the library 'microsoftgraph'. Look above
  • You have not used the sync tool for more than 6 months
In both cases the token should be refreshed. To that goal:
  1. Press the button 'Reconnect'
  2. Press the button 'Login and confirm'

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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