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    Complete User Guide for Nextcloud Odoo Integration

    INTRODUCTION

    Nextcloud Odoo Integration enables you to manage files remotely!!

    Securing your business data on cloud storage is a challenge. You require a robust and leakproof system that can safeguard file(s) during transit and while on cloud storage. Moreover, the cloud storage should be accessible remotely from any device so that you can control the data flow as per your requirements.

    Nextcloud is one of the trusted open-source cloud storage that secures data during transit and keeps it secure on the cloud as well. And when you integrate Nextcloud with your Odoo, you can store files securely on the cloud and increase your storage as well.

    Nextcloud Odoo Integration lets you stay in control and access the file(s) and folder(s) at your convenience. Moreover, you can share files securely with Nextcloud encryption.

    NOTE: Nextcloud Odoo Integration Module works in conjunction with Odoo Cloud Storage. You would require to install this module first for Nextcloud Odoo Integration to work rightly.

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    FEATURES

    1. Manage attachment type and size in the Nextcloud Cloud Storage.
    2. Create folder(s) and file(s) in the cloud.
    3. You can directly use the file(s) and folder(s) in Odoo.
    4. Manually export file(s) and folder(s) in the Nextcloud.
    5. Export file(s) to the cloud storage.
    6. Manage all the file(s) properly in the cloud.
    7. Use the scheduler to export file(s) to Nextcloud.
    8. Export file(s) in real-time from Odoo.
    9. Set a limit to the number of files allowed to export at a time.
    10. Create root folder(s) in Odoo to manage all file(s) and folder(s) inside it.
    11. Root folder will help you recognize folder(s) saved inside it.
    12. Also, you can export root folder(s) directly to Nextcloud.
    13. Advance filters to differentiate the same object into a different folder(s) in Odoo.
    14. Such as, you can create the folder(s) for quotations, sales orders, etc.
    15. You can easily import file(s) of a specific folder to Odoo.
    16. Additionally, you can import data to Odoo in bulk and store all the attachments in a specific object (the directory should be mapped properly).
    17. Dynamically sync data model-wise or record-wise from Odoo to cloud.
    18. Further, you can sync data via cron schedular in Odoo.
    19. Update file(s) to the cloud from Odoo.
    20. Or, you can update the whole folder to Odoo.
    21. Access file(s) directly from Nextcloud from anywhere.
    22. You do not need to log in to your Odoo to access the file(s) saved in Nextcloud.
    23. Odoo manages each synchronization in the backend.
    24. Dynamic dashboard to track data of Nextcloud in Odoo.
    25. Directly import or export data from the dynamic dashboard.
    26. Well, explanatory donut chart and progress graph for analyzing the data.
    27. Additionally, the dashboard offers clickable tabs and data cards.
    28. A donut chart helps you analyze the total number of file(s) and folder(s).
    29. Also, it lets you check the status of synchronization.
    30. Progress bar to show the detailed information of the file(s).
    31. Further, the progress bar enables you to analyze the data.
    32. Analyze the file(s) based on their type.
    33. Clickable data cards to view grouped file(s) and folder(s) for easy tracking.
    34. Clickable tabs to direct you to the 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- ‘nextcloud_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 ‘nextcloud_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 Nextcloud details.

    Creating connection from settings menu in Nextcloud Odoo Integration.

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

    Configuring connection setting in Nextcloud Odoo Integration.

    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 Nextcloud 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 Nextcloud Odoo Integration.
    Storage drive records and overall storage record in Nextcloud 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 Nextcloud 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 Nextcloud or vice versa.

    viewing export and import attachment to cloud in a quotation.

    OTHER ODOO INTEGRATION MODULES

    NEED HELP?

    Hope you find this 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 - 1.0.0

    Supported Framework Version - V15, V14, V13, V12

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