OneDrive / SharePoint Odoo Integrationby Odoo Tools
Odoo document system is clear and comfortable to use. However, it is not especially 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.
OneDrive / SharePoint doesn't have such disadvantages. This is the tool to integrate its features into your Odoo business work flow. The app automatically stores all Odoo attachments in OneDrive or SharePoint Documents, 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.
Odoo sends attachments to OneDrive / SharePoint and retrieves files from there based on scheduled jobs. No manual interaction is required. Synced attachments are physically kept only in a cloud storage, what increases Odoo interface performance. Simultaneously, you can open documents from Odoo in a second.
Odoo attachments are put into a cloud storage according to the direct sync job. Files uploaded to clouds would be integrated in Odoo as links based on directories' structure during the backward sync job.
Sync any documents you like
Any Odoo document might be synced: customers, opportunities, sale or purchase orders, tasks or issues, employees or users, and so on. You decide by your own which records should be in a cloud storage, and which should be left in Odoo.
Easy accessible files
To open a synced file from Odoo just click on an link in the top entry 'attachments'. 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.
Sync logs in Odoo
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 for documents
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.
Applicable to all Odoo apps
Disregarding which apps you have installed in your Odoo, the synchronisation will work. You might integrate any document type including custom objects. Besides, the tool doesn't contradict standard Odoo features. Thus, it is fully compatible with Odoo reporting and mailing. In particular, the reports 'always reload' feature and messages and mass mailing attachments would work properly.
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.
Marc in the Odoo Apps Store
The module features and support depend on your Odoo version. Please select required one on the top right of this page.
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This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.
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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 IT LIbertas provided quick and good support.