Dynamic Google Sheets - Customers
by Scott Weber https://odooforge.com/google-sheet-odoo-customers-integration| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 852 |
| Technical Name |
odoo_forge_google_sheet_customers |
| License | AGPL-3 |
| Website | https://odooforge.com/google-sheet-odoo-customers-integration |
| Versions | 13.0 14.0 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 852 |
| Technical Name |
odoo_forge_google_sheet_customers |
| License | AGPL-3 |
| Website | https://odooforge.com/google-sheet-odoo-customers-integration |
| Versions | 13.0 14.0 15.0 16.0 17.0 |
Dynamic Google Sheets & Odoo Customer Integration
Transform the way you manage and interact with customer data in Odoo using our custom-built Google Sheets Integration app. Seamlessly blend the power of Google Sheets with the robust functionality of Odoo to elevate your business operations.
Key Features:
- Effortless Sheet Creation: Instantly generate Google Sheets based on any selected customer in Odoo. Choose the fields you want, and watch as a new sheet populates with your customer data organized into neatly arranged columns.
- Data Update: Make changes to customer information directly in Google Sheets and have those modifications reflected in Odoo without the need for manual updates.
- Quick Customer Access: Navigate from Odoo to Google Sheets with a single click. Open up detailed customer sheets directly from Odoo records, ensuring you have all the information you need at your fingertips.
- Efficient Sheet Management: Access and manage all your previously created customer sheets without the hassle. Our app keeps a well-organized list, so you can open any existing sheet with ease.
Google Sheet Menus
Create Google Sheet
Update Data from Google Sheet
Streamlined Workflows
Save time with automated sheet creation and data population, allowing you to focus on what matters most.
Enhanced Data Accuracy
Minimize errors with automatic updates, ensuring your customer data is always current and correct.
Improved Collaboration
Share and collaborate on customer data with team members in real-time, leveraging the collaborative features of Google Sheets.
Increased Productivity:
Eliminate redundant tasks and accelerate your productivity with quick access to customer sheets and data within Odoo.
Installation Guide
Introduction:
Download the app and either place it in your custom addons folder or use the upload app feature with v17. Gain access from your google account to be able to connect with odoo. Install python libraries needed to run app.
1. Enable API Access for a Project
- Head to Google Developers Console and create a new project (or select the one you already have).
- In the box labeled âSearch for APIs and Servicesâ, search for âGoogle Drive APIâ and enable it.
- In the box labeled âSearch for APIs and Servicesâ, search for âGoogle Sheets APIâ and enable it.
Authentication - Service Account
- Enable API Access for a Project if you havenât done it yet.
- Go to âAPIs and Services - Credentialsâ and choose âCreate credentials - Service account keyâ.
- Fill out the form
- Click âCreateâ and âDoneâ.
- Press âManage service accountsâ above Service Accounts.
- Press on â® near recently created service account and select âManage keysâ and then click on âADD KEY - Create new keyâ.
- Select JSON key type and press âCreateâ.
You will automatically download a JSON file with credentials. It may look like this:
2. Install missing python dependencies:
Open the Command Prompt or Terminal and type
pip install gspread
pip install gspread_formatting
pip install oauth2client
Note:
1. This app requires python libraries gspread, gspread_formatting, and gspread_formatting on your server. Please install them first.
2. Please contact us for any customizations! I'm happy to work on minor updates or any bug fixes.
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