Odoo SharePoint Connector
The Odoo SharePoint Connector combines the robust business management capabilities of Odoo with the powerful document management and storage features of SharePoint. SharePoint, a highly configurable web-based platform integrated with Microsoft Office, allows organizations to tailor its usage to their unique needs. By integrating Odoo with SharePoint, businesses can streamline operations, ensure secure and efficient document handling, and enhance organizational productivity through seamless connectivity and legitimate documentation management.
Synchronize Customers
Sync Customers between Sharepoint and Odoo.
Synchronize Multiple Sharepoint Account
Sync Multiple Sharepoint Account between Sharepoint and Odoo.
Synchronize Documents
Sync Documents between Sharepoint and Odoo.
- Seamless Document Management with SharePoint Integration
- Fully integrated with Microsoft SharePoint for efficient and centralized document handling.
- Send PDF documents (e.g., invoices, sales orders, purchase orders, or contacts) to recipients, including salespersons and customers, with a single button click. Supports multiple models like Contacts, Sales Orders, Purchase Orders and Invoices.
- Upload documents to SharePoint libraries directly from Odoo with a single click.
- Create dynamic folder structures in SharePoint based on customer names with just one button click.
- Retrieve and attach documents stored in SharePoint to their corresponding Odoo records effortlessly.
- Manage SharePoint permissions and document ownership directly from Odoo for secure and streamlined access control.
Synchronize Customer Detail
Synchronize Document Detail
Sharepoint Credentials
- Enter Your SharePoint Name, Email and Password.
- Copy Root URL and Site Name from SharePoint and paste it in Odoo.
- Click on Test Connection to establish connection.
Sharepoint Customers
Sharepoint Documents
Odoo Contact
- After establishing connection, go to Contacts,Purchase Order,Invoices and Sale modules and click on the button Get Signature
Odoo Documents
- Attach a document by clicking on Attachments and press the button Upload.
- After successfully uploading the Attachments press the button Download.
- You can also sync the documents from SharePoint to Odoo. Press the button Sync SharePoint Documents links.
- After successfully syncing the Attachments press the button Download.
Odoo Features
We have integrated QuickBooks with Odoo to provide you with
UI Screen
Sale Order
- Select the Sale Order you want to sync and click on the Action Button, then sync to QuickBooks.
Purchase Order
- Select the Invoices you want to sync and click on Action Button and then sync to quickbook.
Invoices
- Select the Purchase Order you want to sync and click on Action Button and then sync to quickbook.
Bills
- Select the Bill you want to sync and click on Action Button and then sync to quickbook.
Credit Notes
- Select the credit note you want to sync and click on Action Button and then sync to quickbook.
Payments
Reconcile Journals
Post Journals
Posted Journal
Post Payment
Posted Payment
Reconcile Journal with Payment
Partial Reconciled Journal
Payment Reconcile
Fully Reconciled Journal
Odoo SharePoint Support
After purchasing if you face any issue regarding the functionality/working of our app, we are here to address your queries. We provide 90-days support to our clients.The support period starts from the date of app purchase till 90 days onward.
Is this app compatible with Odoo Enterprise as well as Community?
Yes, the app works perfectly well with Odoo Enterprise (On-premise and Odoo.SH) as well as Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
I need an extra feature in this app. How can I request it?
Upgrades are not free. If you require any customization, you can contact us. We offer support for 90 days after purchase. For further information you can contact us at https://techloyce.com or read our support policy.
Does the Sharepoint Odoo Connector allow two-way synchronization?
Yes, you can sync Documents from Odoo to Sharepoint as well as sync Documents from Sharepoint to Odoo.