Synchronization

• Bidirectional Sync: Automatic two-way synchronization between Odoo and SharePoint
• Smart Conflict Resolution: Intelligent handling of concurrent edits with multiple resolution strategies
• Auto-Sync: Configurable automatic sync intervals (5-240 minutes)
• Background Processing: Queue-based asynchronous syncing for optimal performance
• Folder Structure Preservation: Maintains Odoo folder hierarchy in SharePoint

Security & Authentication

• OAuth2 Authentication: Secure Microsoft Graph API integration via Azure AD
• Encrypted Storage: Client secrets and tokens encrypted in the database
• Token Management: Automatic token refresh and expiration handling

Monitoring & Management

• Sync Dashboard: Real-time monitoring of sync status with performance metrics
• Activity Logs: Complete history of all sync operations with detailed error logs
• Deletion Logging: Track and restore deleted documents with full audit trail
• Performance Metrics: Monitor sync speed, document counts, and API usage

Enterprise Features

• Workspace Mapping: Map multiple Odoo workspaces to SharePoint libraries
• Communication Sites Support: Full support for SharePoint Communication Sites and Team Sites
• OneDrive for Business: Integration with OneDrive for Business
• File Filtering: Automatic exclusion of temporary and system files
• Multi-User Support: Track who made changes with comprehensive user activity logging

System Requirements

• Odoo 19.0 Enterprise Edition with Documents module
• Python 3.8 or higher
• Microsoft 365 subscription with SharePoint Online or OneDrive
• Azure AD application with appropriate permissions

Azure AD Configuration

Your Azure AD application must have the following Microsoft Graph API permissions:

• Files.ReadWrite.All - Read and write files in all site collections
• Sites.ReadWrite.All - Read and write items in all site collections
• User.Read - Sign in and read user profile

Step 1: Install Python Dependencies

The module requires three Python packages:

pip install msal requests cryptography

• msal: Microsoft Authentication Library for OAuth2
• requests: HTTP client for Graph API calls
• cryptography: Encryption for token storage

Step 2: Install Module in Odoo

1. Download the module from the Odoo App Store
2. Navigate to Apps in Odoo
3. Click Update Apps List
4. Search for "SharePoint Sync"
5. Click Install

The module will automatically install with the Documents module as a dependency.

Step 3: Azure AD Application Setup

1. Log in to Azure Portal at https://portal.azure.com
2. Navigate to Azure Active Directory → App registrations
3. Click New registration
4. Configure your application:
   • Name: Odoo SharePoint Sync
   • Supported account types: Single tenant
   • Redirect URI: https://your-odoo-domain.com/sharepoint/oauth/callback
5. Record your Tenant ID and Client ID
6. Create a Client Secret under Certificates & secrets

Step 4: Configure API Permissions

In your Azure app:

1. Go to API permissions → Add a permission
2. Select Microsoft Graph → Delegated permissions
3. Add the following permissions:
   • Files.ReadWrite.All
   • Sites.ReadWrite.All
   • User.Read
4. Click Grant admin consent for [Your Organization]

Step 1: Create SharePoint Authentication

1. In Odoo, go to Documents → Configuration → SharePoint Auth
2. Click Create and fill in:
   • Name: Descriptive name (e.g., "Main SharePoint")
   • Tenant ID: From Azure AD
   • Client ID: From Azure AD
   • Client Secret: From Azure AD
   • Redirect URI: Your Odoo callback URL
3. Click Authenticate
4. Sign in with your Microsoft 365 account
5. Consent to the requested permissions

Step 2: Create Workspace Configuration

1. Go to Documents → Configuration → SharePoint Workspaces
2. Click Create and configure:
   • Name: Descriptive name for this mapping
   • Authentication: Select the auth record created above
   • Odoo Workspace: Select the Documents workspace to sync
   • Site URL: Your SharePoint site URL
   • Library: Click "Load Libraries" to auto-discover
3. Enable Automatic Sync and set your preferred interval
4. Click Save

Step 3: Discover SharePoint Libraries

The module can automatically discover available SharePoint libraries:

1. In the workspace configuration, enter your Site URL
2. Click Load SharePoint Libraries
3. Select the desired library from the dropdown

Step 4: Initial Synchronization

1. Go to Documents → SharePoint → Sync Dashboard
2. Click Sync Now to start the initial sync
3. Monitor the progress in real-time
4. Review the Activity Log for any errors or conflicts

Bidirectional Synchronization

Files are synchronized in both directions:

Odoo → SharePoint:

• New files uploaded to Odoo are automatically sent to SharePoint
• Modifications in Odoo trigger updates in SharePoint
• File moves in Odoo update the SharePoint folder structure
• Deletions in Odoo can propagate to SharePoint (configurable)

SharePoint → Odoo:

• New files in SharePoint appear in Odoo automatically
• Modifications in SharePoint update Odoo documents
• Deletions in SharePoint can remove Odoo documents (configurable)

Conflict Resolution

When the same file is modified in both systems simultaneously:

1. The system detects the conflict using modification timestamps
2. Configurable resolution strategies:
   • Odoo Wins: Keep Odoo version
   • SharePoint Wins: Keep SharePoint version
   • Newest Wins: Keep most recently modified (default)
   • Manual: Create conflict log for user review
3. Conflicts are logged in the Activity Log
4. Users can manually resolve conflicts from the dashboard

Deletion Tracking

All deletions are logged with complete audit trail:

Deletion Log Fields:

• Document name and path
• Deletion type (sync vs manual)
• User who performed deletion
• Deletion timestamp
• SharePoint item ID
• Workspace information

Restore Capability:

1. Go to Documents → SharePoint → Deletion Log
2. Find the deleted document
3. Click Restore
4. The document is recreated in Odoo from SharePoint

Sync Dashboard

The dashboard provides real-time monitoring:

Performance Metrics:

• Total documents synced
• Sync success rate
• Average sync time
• API call count
• Last sync timestamp

Activity Logs:

• Detailed log of all sync operations
• Error messages with full stack traces
• Filter by date, workspace, or status
• Export logs for analysis

Document Comparison:

• Real-time count of documents in Odoo vs SharePoint
• Identify missing or extra documents
• Quick sync to resolve discrepancies

File Filtering

The system automatically excludes:

• Temporary files (~$*.docx, *.tmp)
• System files (.DS_Store, Thumbs.db)
• Lock files (.~lock.*)
• Backup files (*.bak, *.backup)

Custom filters can be added in the workspace configuration.

Authentication Issues

Error: "Invalid client secret"

• Verify the client secret in Azure AD
• Ensure you copied the secret value, not the secret ID
• Check if the secret has expired

Error: "Insufficient privileges"

• Verify API permissions in Azure AD
• Ensure admin consent has been granted
• Check the user has access to the SharePoint site

Sync Issues

Files not syncing

1. Check the Activity Log for errors
2. Verify the workspace configuration is enabled
3. Ensure automatic sync is enabled
4. Check file type is not filtered
5. Verify SharePoint library permissions

Slow sync performance

• Reduce sync interval for more frequent smaller syncs
• Check network connectivity to Microsoft Graph API
• Review API throttling in the performance metrics
• Consider excluding large file types

Conflict resolution not working

• Verify conflict resolution strategy in workspace config
• Check if both systems have different modification times
• Review conflict logs in Activity Log
• Try manual resolution from dashboard

Connection Issues

Error: "Site not found"

• Verify the SharePoint site URL is correct
• Ensure the site URL includes /sites/[sitename]
• Check the authenticated user has access to the site
• Try the full URL: https://yourdomain.sharepoint.com/sites/sitename

Error: "Library not found"

• Use the "Load Libraries" button to discover available libraries
• Verify library name matches exactly (case-sensitive)
• Check library permissions for the authenticated user

For Developers

Models:

• sharepoint.auth - Authentication credentials
• sharepoint.workspace.config - Workspace mappings
• documents.document - Enhanced with sync fields
• sharepoint.sync.deletion.log - Deletion tracking

Key Methods:

# Trigger manual sync
workspace.action_sync_now()

# Get SharePoint file metadata
document._get_sharepoint_metadata()

# Upload file to SharePoint
document.sync_to_sharepoint()

# Download file from SharePoint
document.sync_from_sharepoint()

Graph API Integration:

The module uses sharepoint.connector for all Graph API calls:

# Get access token
token = connector._get_access_token()

# List SharePoint files
files = connector._graph_request('GET', '/drives/{drive_id}/root/children')

# Upload file
connector._upload_file(file_path, content)

Security

• Use a dedicated service account for authentication
• Rotate client secrets regularly (Azure AD best practice: every 6 months)
• Enable deletion logging to track all changes
• Review Activity Logs regularly for suspicious activity
• Restrict SharePoint library permissions to necessary users only

Performance

• Set sync interval based on your needs (default: 30 minutes)
• Use file filtering to exclude unnecessary file types
• Monitor API usage to avoid throttling
• Schedule intensive operations during off-hours
• Consider multiple workspace configs for different priorities

Maintenance

• Review deletion logs monthly
• Archive old Activity Logs to maintain performance
• Test authentication before secret expiration
• Keep module updated to latest version
• Monitor disk space in both Odoo and SharePoint

Professional Support

Get help from our team of Odoo and SharePoint experts:

• Email: support@syntaxandsabotage.io
• Response time: Within 24 hours
• Includes: Configuration assistance, troubleshooting, custom development

Documentation & Resources

• Module Documentation: Included with module
• GitHub Repository: https://github.com/syntax-sabotage/odoo-enterprise-apps
• Website: https://syntaxandsabotage.io

Frequently Asked Questions

Q: Can I sync with multiple SharePoint sites?

A: Yes, create multiple workspace configurations, each pointing to a different site and library.

Q: What happens if I delete a file in Odoo?

A: By default, the file is also deleted from SharePoint and logged in the deletion log. You can restore it if needed.

Q: Does this work with OneDrive?

A: Yes, the module supports OneDrive for Business using the same authentication and configuration.

Q: Can I sync only specific file types?

A: Yes, use the file filtering feature in workspace configuration to include or exclude specific file types.

Q: What's the maximum file size?

A: The module supports files up to 250 MB (Microsoft Graph API limit). Larger files require chunked upload (contact support).

Version 19.1.1.2.2 (October 3, 2025)

Critical Bug Fixes:

• Fixed folder structure sync - files now preserve Odoo hierarchy in SharePoint
• Fixed sp_drive_id assignment - drive ID always populated after sync
• Fixed bidirectional deletion - proper logging and SharePoint deletion

Testing:

• All bug fixes verified with comprehensive functional tests
• Test success rate: 100% (9/9 tests passed)
• Graph API verification completed

Version 19.1.1.2.1 (September 2025)

• Initial release for Odoo 19.0
• Full bidirectional synchronization
• OAuth2 authentication
• Deletion logging
• Conflict resolution
• Sync dashboard