Scribd
Upload
174 views

How To Integrate Google Drive With Odoo

This document discusses how to integrate Google Drive with Odoo to allow users to manage documents related to business outside of the ERP system in a structured way. It provides steps for setting up the integration by generating an authorization code, creating templates for Google Drive documents, and attaching the documents to records in Odoo. Integrating Google Drive avoids needing many custom fields in Odoo and allows industry-specific data to be stored in documents instead.

Uploaded by

robogorman
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
174 views

How To Integrate Google Drive With Odoo

This document discusses how to integrate Google Drive with Odoo to allow users to manage documents related to business outside of the ERP system in a structured way. It provides steps for setting up the integration by generating an authorization code, creating templates for Google Drive documents, and attaching the documents to records in Odoo. Integrating Google Drive avoids needing many custom fields in Odoo and allows industry-specific data to be stored in documents instead.

Uploaded by

robogorman
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 13

How to Integrate Google Drive

with Odoo

www.cybrosys.com
INTRODUCTION
 Every Business streams will have documents that rest somewhat outside the ERP system. In Odoo, users can
store and manage such documents with the help of Google Drive. Google Drive is one of the best available
cloud storage facility which offers an efficient document management system. Integrating Odoo with Google
Drive allows the ERP users to manage the files and documents related to business in a structured way. Which
means the user can add lots of extra industry-specific data without incorporating extra models and fields in
Odoo.
 This way Odoo maintains custom process information and ancillary data inside Google Drive
documents

 Steps to Integrate Odoo with Google Drive:

1. Go to Settings → General Settings


 In general Settings, under Google Integration, choose Google Drive and Tick “Attach Google documents to
any record”.
2. Click on the link below “Generate Google Authorization Code” to get the authorization code. And
paste the code into the empty box below it.
3.Click on the link “Configure your templates” to set new template
4. Create a New Template:

 Template Name: Give any specific name for the template

 Model: Model to which the template is affected

 Filters: Custom filters for the template

 Template URL: Url of a document in the drive to which the


details need to append/Linked.

 Google Drive Name Pattern : It is the document name


pattern
 Note: Please make sure that template URL is correctly mapped.

 Here, We are creating the template for the model ‘Project’


5. In this step, we will implement integration with the Google Drive.
●Before that, Go to Apps --> Install the applications “Attachments List and Document Indexation”.
●Now Go to Project → Configuration → Projects : Choose any project from the list of project. Select the
action at the top of the form view where you can see the name of the created template along with a Google
Drive symbol. Click on the button
●This will redirect us to the new document created in the Google Drive related to the project name. It will be
blank document where you can manually fill the project details.
●This document is will be attached to the Attachments with in the respective model.
 Application Point of View

 One of the benefits of Google drive integration is that it avoids the need of several data fields to various
records within the Odoo.
Take an insurance company for example that has literally hundreds of forms that must be completed. The same
could be said for many industries. Google Drive integration will allow you to organize information associated
with ERP records without extensive customization.
You will be able to ask... "do I really need to add 15 fields to Odoo's MRP module, or is it better to create a
document template that provides the company-specific requirements for production order?". Obviously, we
will come to the easiest conclusion of making literal data for the ERP system. Odoo Google Drive Integration is
the powerful solution for this.
Refer this link for more:
https://www.cybrosys.com/blog/odoo-v10-google-drive-integration
Thank You !

Cybrosys Technologies Pvt. Ltd. Cybrosys Ltd Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park, 15, ST Antonys Road, 1st Floor, Thapasya Building,
Kakkancherry, Forest Gate, London Infopark, Kakkanad,
Calicut University P.O. England, Kochi, Kerala,
Calicut E79QA. India-682030.
Kerala, India - 673635.

You might also like