Step 01: Establishing Cloud Connections

The very first step is connecting your Odoo server to your preferred cloud storage provider. By configuring active clients, you establish a secure bridge that allows background processes to securely transfer, rename, and retrieve attachments without manual database interference.

Monitor all active connections in a single unified dashboard, showing real-time authentication states and detailed scopes for each provider.

Google Drive Integration Setup

Set up a seamless connection with Google Drive in Odoo's intuitive cloud configuration view. This form organizes every parameter required for a secure integration:

Authenticated Google Drive Connection

Once authenticated, the connection interface dynamically displays the active sync state, verified remote cloud directory mapping, and acquired secure OAuth2 tokens:

Initialized Google Drive Workspace

After successful authentication, Odoo automatically creates the default Odoo Storage directory in your Google Drive storage space

Dropbox Integration Setup

Establish a high-performance background connection between Odoo and Dropbox. This configuration interface supports all advanced parameter and credential setups:

Authenticated Dropbox Connection

Once authenticated, the Dropbox connection interface dynamically displays the active sync state, verified remote cloud directory mappings, and secure OAuth2 tokens:

Initialized Dropbox Workspace

After successful authentication, Odoo automatically creates the default Odoo Storage directory in your Dropbox storage space.

Microsoft OneDrive Integration Setup

Integrate Odoo with Microsoft OneDrive using the secure Azure AD OAuth flow. This configuration supports tenant customization and advanced sync control:

Authenticated OneDrive Connection

After completing Microsoft Entra authorization, the active connection view updates to confirm sync health and token acquisition details:

Initialized OneDrive Workspace

After successful authentication, Odoo automatically creates the default Odoo Storage directory in your Microsoft OneDrive storage space.

Nextcloud & ownCloud Integration Setup

Connect Odoo with your private Nextcloud or ownCloud servers using the high-performance WebDAV protocol. This configuration secures connection parameters using dedicated client-level App Passwords:

Authenticated Nextcloud Connection

Once the WebDAV credentials pass testing, the dashboard updates immediately to display your connection status and storage credentials:

Initialized Nextcloud Workspace

After successful WebDAV verification, Odoo automatically creates the default Odoo Storage directory inside your Nextcloud account storage space.

AWS S3 Buckets Integration Setup

Establish high-performance, enterprise-grade object storage synchronization between Odoo and your Amazon Web Services (AWS) S3 buckets. Securely configure programmatic IAM user access keys:

Authenticated AWS S3 Connection

After successful verification, the active connection dashboard updates immediately to display verified sync states and credentials storage details:

Initialized AWS S3 Workspace

Upon active connection handshake, Odoo automatically establishes the default Odoo Storage root object prefix key to cleanly group and isolate all your synced attachment assets.

Step 02: Defining Folder Mapping Rules

Establish automated rules to dynamically structure how your Odoo database attachments map to your connected cloud storage directories. By specifying active folder rules, you define exactly which models (e.g. Sales, Partners, Invoices) trigger cloud folders, where they reside, and how they are named using dynamic variables.

Monitor all active mapping rules in a central dashboard list view, showcasing the model scopes, active configurations, target connection clients, and direct action triggers.

Dynamic Folder Path Construction & Target Client Routing

Create precise mapping guidelines utilizing the customizable Folder Rule form. Target specific connection clients, isolate database models, and write dynamic folder path expressions:

Bi-Directional Odoo Chatter Attachment Synchronization

Experience seamless Odoo Chatter synchronization in real-time. Any PDF, image, or document uploaded to the record's standard attachment chatter sidebar is automatically intercepted, streamed, and synchronized into the corresponding target folder inside your active cloud storage.

Step 03: Asynchronous Queue Monitor & Dashboard

Monitor, track, and manage all background cloud synchronizations in a central Operations Dashboard. Odoo streams all file transfers through an asynchronous queue, safeguarding database stability and avoiding connection rate locks.

Real-Time Asynchronous Sync Queue Dashboard

Track individual attachment transfers in real-time through a comprehensive list view. The Sync Queue Dashboard provides granular transparency into every background transaction, displaying:

Bulk Queue Actions & Mass Processing

Streamline background queue maintenance using powerful mass execution actions. Select multiple entries directly from the dashboard list view to trigger administrative tasks in bulk:

Sync Queue Completed State & Remote ID Mapping

Monitor successful executions in the queue detail form. The backend maps and records precise remote cloud coordinates for each successfully synced binary:

File Successfully Synced & Visible in Google Drive

Once the sync queue marks the operation as Done, the attachment is immediately available inside the configured Google Drive folder — no manual steps required. You can verify end-to-end delivery directly in Google Drive:

Step 04: Operational Traceability & Sync Audit Logs

Maintain absolute traceability and audit compliance across all multi-cloud background processes. The Sync Audit Logs system records detailed transactional logs for every background transfer attempt, giving administrators a powerful diagnostic suite.

Centralized Sync Audit Logs Dashboard

Monitor all transactions from a single dashboard. The centralized log manager keeps complete history logs of all background activities, including:

Step 05: Cloud Storage File Explorer

Explore, manage, and organise all your cloud-hosted files directly from within Odoo — without ever leaving the interface. The built-in Cloud Storage Explorer provides a full-featured file browser experience across all your connected cloud providers from a single unified panel.

Toolbar Controls & Multi-Connection Switcher

The File Explorer toolbar puts full cloud control at your fingertips. Two key areas are highlighted — the action buttons for direct file management, and the provider switcher for navigating across all your connected cloud accounts:

Folder Right-Click Context Menu

Right-clicking on any folder in the directory tree or file grid instantly reveals a powerful context menu with direct actions — no need to open the folder first:

Create New Subfolder Dialog

Clicking Create Subfolder from the context menu opens a clean, focused dialog for instant folder creation directly on the cloud provider. Simply enter the desired folder name and confirm — the new subfolder is created on the cloud and immediately reflected in the directory tree:

Subfolder Created & Instantly Visible — Odoo & Google Drive

The moment a new subfolder is created from the Odoo File Explorer, it is instantly propagated to the actual cloud provider — no additional sync required. The Product folder created inside Mitchell Admin appears simultaneously in both Odoo and Google Drive, confirming true real-time bi-directional consistency:

Edit Folder Settings Dialog

Right-clicking any folder and selecting Edit Settings opens the full folder configuration dialog — giving administrators complete visibility and control over every aspect of how that folder is mapped, connected, and secured:

Tag-Based File Filtering Panel

The Tags panel at the bottom of the left sidebar provides a powerful label-based filtering system. Assign custom tags to files and folders to enable instant department or category-level filtering across your entire cloud storage — without navigating folder trees manually:

Create New Tag Dialog

Clicking the + button in the Tags panel opens the Create New Tag dialog — a quick, focused modal for defining custom tags with a name and a visual colour for instant sidebar identification:

Tag Instantly Visible in the Sidebar

Once created, the new Product tag appears immediately in the Tags panel in the left sidebar — colour-coded with the selected purple dot and positioned alphabetically alongside existing tags (HR, Sales). No page reload or additional configuration is needed. The tag is instantly ready to assign to any file or folder in the explorer for immediate filtering.

Multi-File Selection & Bulk Action Bar

Select multiple files and folders simultaneously using the checkbox on each card. As soon as any file is selected, a floating Bulk Action Bar appears at the bottom of the screen — showing the selection count and offering powerful batch operations in one click:

Move Files to Folder Dialog

Clicking Move to... from the bulk action bar opens the Move Files to Folder dialog — a scrollable, hierarchical folder picker that mirrors your full cloud directory structure. Select any destination folder and confirm to relocate all selected files at once:

File Right-Click Context Menu

Right-clicking on any file in the grid instantly reveals a focused context menu with direct file-level actions — no need to open or download the file first:

Manage File Tags Dialog

Selecting Manage Tags from the file context menu opens the Manage File Tags dialog — displaying all available tags as checkboxes, ready to assign or remove from the specific file (e.g. sync-audit-logs-list.png). Simply check or uncheck tags and save:

Tags Displayed as Badges on File Cards

Once tags are saved, they appear immediately as colour-coded badge labels directly on the file card in the grid view — no hover or additional click required. The sync-audit-logs-list.png file now clearly shows three assigned tags: HR, PRODUCT, and SALES — providing instant at-a-glance categorisation for every file in the explorer:

File Tags — Central Management via Configurations

Beyond creating tags on the fly from the File Explorer, administrators can centrally manage all file tags from Configurations → File Tags in the top navigation. The Cloud Tags list view provides a clean overview of all defined tags with their assigned colour codes — enabling organised tag lifecycle management across the entire module:

Secure Portal Shares — Share Cloud Files with External Partners

Navigate to Operations → Secure Portal Shares to manage all cloud file shares issued to external portal partners. Each share entry provides a controlled, time-limited, and permission-scoped access link to a specific cloud attachment — without exposing the full cloud storage to the recipient:

Secure Portal Share — Form Detail

Opening any share entry from the list reveals a comprehensive form with four dedicated sections — giving administrators full control over what is shared, with whom, for how long, and with what level of access:

Portal Partner's Secure Workspace View

When a portal partner opens the secure share link, they are taken to a dedicated Secure Portal Workspace — a clean, dark-themed file browser scoped entirely to the shared folder and permissions. The partner sees only what has been explicitly shared, with no access to any other part of Odoo or the cloud storage:

Access Denied — Secure Link Enforcement

The secure share link is fully protected — if anyone without proper authorisation attempts to open the link, they are immediately shown an Access Error page rather than the shared workspace. This ensures cloud documents are never accidentally exposed to unauthorised users, even if the share link is forwarded or guessed:

Expired Share Link — Automatic Access Revocation

When a portal partner attempts to open a share link after its expiry date has passed, the system automatically enforces time-based access revocation — displaying a dedicated ⚠ Access Error page with the message "This sharing link has expired." No manual intervention by the administrator is required to block access once the deadline is reached:

Reversal Sync — Convert Cloud Files Back to Local Storage

If you ever need to migrate your files back from the cloud, the Reversal Sync Wizard provides a complete, automated way to pull your external documents back into Odoo. Accessible via the header of any authenticated Cloud Connection form, it downloads remote files and seamlessly converts them back into standard Odoo database binary attachments:

Pause & Resume Sync — Complete Administrative Control

During system maintenance, server migrations, or API quota management, administrators might need to temporarily halt data exchange. The module includes a built-in Pause & Resume Sync toggle directly on the authenticated connection form view, allowing you to instantly pause and restart all automation tasks:

Server Timeout Warnings — Safeguard Large Synchronization Cycles

To guarantee smooth operations during bulk uploads or massive initial sync cycles, the module includes automatic system configuration checks. If it detects low execution timeout parameters in the Odoo server configuration, it displays a highly visible warning banner with recommended setting adjustments:

Authentication Error Handling — Auto-Suspension Safeguards

If the server-to-server OAuth token exchange fails (e.g., due to an incorrect or expired App Secret) or if third-party API credentials are revoked, Odoo instantly transitions the connection to an Authentication Error status. This safeguards your system by pausing active operations and providing descriptive administrative alerts:

Connection Migration & Re-Attachment — Seamless Provider Transition

If you need to update a Folder Sync Rule to point to a different Cloud Connection (e.g. migrating from OneDrive to Dropbox, or switching AWS S3 buckets), the system automatically detects that existing files are mapped to the old provider. It generates a prominent warning banner and guides you through a fully automated data migration process with a single click:

Re-Attachment Sync Wizard — Executing Automated Migration

Launched from the Folder Sync Rule warning, the Re-Attachment Sync (Migration) Wizard provides a highly structured environment to execute the transition. It dynamically computes the total file volume and offers complete control over remote file deletion:

Automated Background Tasks — Cron-Driven Scheduler Synchronization

To enable seamless automation without manual intervention, the module includes dedicated Odoo Scheduled Actions. Operating quietly in the background, these scheduler crons handle queue processing, backward folder polling, and link security expirations automatically:

Critical Scheduled Actions Protection — Structural & Access Safeguards

To maintain sync database parity, delta poll intervals, and queue integrity, the module enforces a strict access control layer on Odoo scheduled actions. The system blocks unauthorized or accidental deletion and modification of core crons, throwing a critical access validation error if bypassed: