OneDrive / SharePoint Odoo Integration v.8

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

394€

The price already includes all necessary dependencies = 264€ (own price) + 130€ (Cloud Storage Solutions) .
Current version: 8.0.1.2.0

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

Integration is automatic. Based on scheduled jobs Odoo would send attachments to OneDrive and retrieve files from there

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

Odoo attachments, which are put in OneDrive, receive the 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 actual file

When you click on a synced attachment, Odoo automatically redirects you to a file previewer. Among others it might be Word or Excel editor (if Office365 is set up)

OneDrive files synced from Odoo has the structure to provide the backward sync: Odoo / Model / Object / files (e.g 'Odoo / Quotation / SO019 7 / commercial offer.png').

If you add a file to an Object folder (e.g. inside 'SO019 7'), that file will create an attachment in Odoo (e.g. for the sales order SO019) with a link to real file in OneDrive. You can put in object folders not only files but also child folders. In that case in attachments a link for this folder is kept (not its content)

You can rename/move folders or files in OneDrive without a harm for Odoo attachments. The only thing you should not do is to delete folders

If an attachment is removed from Odoo, a related OneDrive file will be deleted as well. Files removal from OneDrive leads to related Odoo attachments unlink

Synchronization 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

Contents

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 the OneDrive configuration menu:
    • 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://portal.azure.com/#blade/Microsoft_AAD_RegisteredApps/ApplicationsListBlade
  2. Click 'New registration'
  3. 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)
  4. Copy the Application Client ID to the Odoo field 'App client_id'
  5. Go to Certificates & secrets > Click 'New Client Secret'. Copy the secret value to the Odoo field 'App Secret Key'
  6. Press Save on the Odoo configuration Page
  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

Generate new secret for your application

Odoo new OneDrive secret

Enter configuration keys in Odoo

Configure Odoo for Onedrive personal

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 'Synchronize attachments from OneDrive'
By default sync is done once a day. You may make it rarer or oftener. Preferably, do not make it oftener than once an hour. Otherwise, Odoo would not be able to make one sync, before another one is started.

Frequently Asked Questions about OneDrive / SharePoint Odoo Integration Odoo v.8

Yes, you can. 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'.

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 10 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. For Odoo 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.

Yes, you can. To that goal you should prepare a separate sync model on the configuration tab. Then, for each of those apply filters: for example by type of a project.

Try to make filters self-exclusive in order a document can be definitely assigned. For instance, 'customer but not supplier', 'supplier but not customer'. Otherwise, a specific document folder would jump from one model to another.

For Odoo v12 Enterprise you have 2 options:

  1. To sync only standard documents' attachments, but not to sync folders' and files' structure related to the Enterprise module 'Documents'.

  2. To sync both Odoo standard attachments and to reflect Enterprise Documents' folders/files. In such a case you need an extra add-in Cloud Sync for Enterprise Documents (44 Euro).

No. We have strong reasons to avoid real time sync:

  • Performance issues. In case a sync is real time, each file upload will result in the loading screen.

  • Conflict issues. If 2 users simultaneously change an item, it might lead to unresolved situations. In case of regular jobs we can fix it afterwards, while in case of real time we would need to save it as some queue, and it will be even more misleading for users.

  • Functionality issues. In particular, renaming and restructuring of items. In the backward sync the tool strictly relies upon directories' logic, and during each sync 100% of items are checked. In case it is done after each update, it will be thousands of requests per second. If not: changes would be lost.

No, the tool relies upon a single user end point. It means that all sync processes are done under a single cloud admin (app). Access rights for created folders / files are not automatized. You should administrate those rights in your cloud storage solution.

All synced files are kept only in the clouds, in Odoo attachments become of the URL-type. When a user clicks on those, Odoo would redirect him/her to a cloud storage.

Yes, although in case of many folders / attachments to sync, the process might be slow. Simultaneously, our clients reported to us the environments with >10k partners and ~5k product variants to be synced, and the processes were acceptable.

A few points to emphasize:

  1. The sync is constructed in such a way that anyway any item will be synced and will not be lost, although it might be not fast. It is guaranteed by first-in-first-out queues and by each job commits.

  2. The number of objects might be limited logically. The models' configuration let you restrict sync of obsolete items (e.g there is no sense to sync archived partners or orders which are done 2 years ago).

No, since files are now kept in the cloud storage, and retrieving binary contents would consume a lot of resources. Odoo has a link which would redirect a user to a proper previewer or editor.

For models' directories (sale orders, opportunities, suppliers, etc.): you may assign your own name on the configuration tab for any document type.

For objects' folders (SO-001, John Smith, etc.): the tool relies upon the Odoo 'name_get' method for this document type. In case you need to make a different title, you should re-define this method for a specific model. It requires source code modification.

No, the module works with the pre-defined structure of folders:

  1. Odoo – a core folder for sync

  2. Models – folders for each Odoo document type. For example, 'Projects', 'Partners'. Distinguished by domain there might be more specific folders: e.g., 'Customer 1 Projects', 'Projects of the Customer 2', 'Internal Projects', etc.

  3. Objects – folders for each document, e.g. 'Project 1' or 'Customer 1'

  4. Files and folders related to this Odoo document to be synced.

As a result you may have for instance:

  • Odoo / Projects / Project 1 / files and folders related to the  project 1

  • Odoo / Customer 1 Projects / Project 1; Odoo / Customer 2 Projects / Project 3, ...

  • Odoo / Customers / Customer 1 / files and folders related to the customer 1

This structure is always flat, meaning that there are only those levels of hierarchy. Thus, it is correct that various document types can't be done within the same structure. Within the folder 'Customer 1' we can't keep the files related both to sale orders, invoices, and projects. Each of those document type has an own (or a few own) folders. Otherwise, we will not have a chance to make backward synchronisation, since there would be no criteria to rely upon.

No, the tool is only a technical core. You also need the connector for your cloud client.

Yes, depending on your cloud client configuration.

  1. Restart your Odoo server and update the module

  2. Clean your browser cache (Ctrl + Shift + R) or open Odoo in a private window.

According to the current Odoo Apps Store policies:

  • every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.

  • starting from the version 13.0, every version of the module should be purchased separately.

  • disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.

Take into account that Odoo Tools team does not control those policies. By all questions please contact the Odoo Apps Store representatives directly.

Sorry, but no. We distribute the tools only through the official Odoo apps store

  1. Unzip source code of purchased tools in one of your Odoo add-ons directory

  2. Re-start the Odoo server

  3. Turn on the developer mode (technical settings)

  4. Update the apps' list (the apps' menu)

  5. Find the app and push the button 'Install'

  6. Follow the guidelines on the app's page if those exist.

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.  

Red / orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.

So, first of all, please check deployed database features. Does everything work correctly?

If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).

Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.

Regretfully, we do not have a technical possibility to provide individual prices.

As soon as you purchased the app, the button 'Deploy on Odoo.sh' will appear on the app's page in the Odoo store. Push this button and follow the instructions.

Take into account that for paid tools you need to have a private GIT repository linked to your Odoo.sh projects

No, third party apps can not be used on Odoo Online.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screen shots, Odoo server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).

Public features request and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those into our to-do list.

Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra Odoo services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team fulfills not only such jobs but it also provides a full range of Odoo services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.