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    Complete User Guide for Box Odoo Integration

    INTRODUCTION

    Access Odoo data without login with Box Odoo Integration!

    Storage and remote access to data are some of the common problems that shop owners often face. And to overcome them they need robust and secure storage that they can manage with ease and anyone easily.

    Cloud storage can solve this problem conveniently as they are secure and strong and you can easily manage them and share data directly from them. But, how which cloud storage to choose?

    We have the best solution for your problem, Box Odoo Integration module helps you with your storage and sharing problem. Further, you don’t need to worry about security and storage as Box cloud storage offer expandable storage and classification-based security control.

    NOTE: Box Odoo Integration Module works in conjunction with the following module:

    Odoo Cloud Storage

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    You would require to install this module first for Box Odoo Integration to work perfectly.

    FEATURES

    1. You can store your Odoo data in Box Cloud.
    2. Manage attachment size and type in the Box cloud storage.
    3. Further, create file(s) or folder(s) in the cloud storage.
    4. Directly use the file(s) and folder(s) in Odoo.
    5. Or export file(s) to the cloud.
    6. All the files are properly managed in the cloud storage.
    7. Moreover, you can manage schedulers to export files to Box.
    8. Or export files from Odoo in Real-Time.
    9. Set the maximum number of files allowed to export at a time.
    10. Additionally, create root folders in Odoo to manage all the files and folders inside it.
    11. Root Folders help you to recognize folders saved inside it.
    12. Also, export root folders directly to Box cloud storage.
    13. The advanced filters differentiate the same object into different folders in Odoo.
    14. Such as you can create different folders for quotations, sales orders, etc.
    15. Import files from a specific folder to Odoo.
    16. Moreover, you can import data to Odoo in bulk or store all the attachments in a specific object (the directory should be mapped properly).
    17. You can also sync data dynamically model-wise or record-wise from Odoo to Box cloud.
    18. Sync the data folders via cron scheduler in Odoo.
    19. Update the file(s) to the cloud from Odoo.
    20. Or you can update the entire folder to Odoo.
    21. Directly access any file or folder from cloud storage.
    22. Access files from anywhere without logging in to your Odoo.
    23. Every synchronization history is managed in Odoo.
    24. Dynamic dashboard to track the data of the Box in the Odoo.
    25. Import or export data directly from the dashboard.
    26. Analyze data with progress graphs and donut charts.
    27. Also, the dashboard has clickable tabs and cards.
    28. Analyze the total number of files and folders.
    29. Further, check the synchronization status from the dashboard.
    30. Shows detailed information about the files.
    31. Analyze files based on their type.
    32. For easy tracking, view the grouped files and folders.
    33. Clickable tabs to redirect you to respective data.

    INSTALLATION

    1. Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.
    2. Extract the file on your system after the download finishes. You will be able to see a folder named- ‘box_odoo_integration.’
    3. Copy and paste this folder inside your Odoo Add-Ons path.
    4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
    5. Then, open the Apps menu and click on ‘Update Modules List.’
    6. In the search bar, remove all the filters and search ‘box_odoo_integration.’
    7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

    WORKFLOW CONFIGURATION

    1. Firstly,  open your Odoo backend and go to ‘Settings> Odoo Cloud Storage’ to view and add Box Cloud details.

    Creating connection from settings menu in Box Odoo Integration.

    2. In the image below, you can see the connection details like connection name and status.

    Configuring connection setting in Box Odoo Integration 1.
    Configuring connection setting in Box Odoo Integration 2.

    3. Now, go to ‘Menu’ and select ‘Cloud Storage Integration’ to view all the integrated cloud storage. Further, you can import files and folders by clicking on the ‘Import’ button. In the same way, you can export files and folders by the ‘Export’ button. Further, the ‘Add’ button lets you add a new connection.

    Home page of Odoo cloud storage in Box Odoo Integration.

    4. On the ‘Cloud Storage Integration’ homepage, you can see the donut charts of all the files and folders imported or exported on the cloud storage. Moreover, it will show ‘Storage Drive,’ ‘Folders,’ ‘Storage Drive’ details, and ‘Overall Storage Record.’

    Details of files, folders, storage drive, and folders in Box Odoo Integration.

    5. When you click the ‘Import button,’ a popup will open up on the homepage of cloud storage. In this popup, choose ‘Cloud Connection’ and ‘Select Folder,’ once done, click ‘Action Now,’ it will load and show you a ‘successful’ message. 

    The same thing will happen on clicking the ‘Export’ button, but the ‘Action’ will change from ‘Import File’ to ‘Export File.’

    Import file popup in Box Odoo Integration.

    6. After that, click on ‘Cloud Mappings’ and choose ‘Folder.’

    Locating mappings in the Odoo cloud storage.

    7. On the new page, you can see each mapped folder. Click on any folder to view all its details.

    Mapping option showing all the mapped folders.
    Viewing details of a mapped folder.

    8. Go to ‘Cloud Mappings> File’ to view all the files. On the page, click on any record to view all its details.

    Viewing all the mapped files.
    Seeing details of a mapped file.

    9. You can also import or export attachments from ‘Quotations’ or ‘Sales Order.’ Go to ‘Sales> Quotations,’ open anyone of them and click the ‘Action’ button to view and choose ‘Export Update Attachment’ or ‘Import Attachment’ from Odoo to Box cloud or vice versa.

    viewing export and import attachment to cloud in a quotation.

    OTHER ODOO CLOUD MODULES

    NEED HELP?

    We hope you find the guide helpful! Please feel free to share your feedback in the comments below.

    If you still have any issues/queries regarding the module, please raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/.

    Also, please explore our Odoo development services & an extensive range of quality Odoo Apps.

    For any doubt, contact us at [email protected].

    Thanks for paying attention!!

    Current Product Version - 1.2.3

    Supported Framework Version - V15, V14

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