Configuration – o2sheet – Odoo data connector for Google Sheet

How to schedule automatic updates

o2sheet — Fri, 13 Aug 2021 07:33:34 +0000

In order to keep your datasources updated you can activate on each the automatic refresh option. Go on the datasource, and in options check the “Refresh automatically” option .
Once done, click on the “edit” link to open the configuration popup and configure the schedule options.

Parameters :

Timezone : the timezone is important, the system will try to detect your own timezone. Hours, days and so have to be configured based on your local timezone.
Hours : By default it will trigger every hour. You can set a fixed list of hours, or an interval (starting at 0 am)

Warning : You can not chose the minuteat which the update is triggered, Google automatically schedules this parameter. Once initialized every task will trigger generally at the same minute.
Days : You can set a fixed day in the month. For example only the 7 first days of the month.
Days of week : You can chose to launch the task only on specific days of the week, for example only on working days
Month : By default every month, can be used to trigger events only once a year for example.

Collaborative access

o2sheet — Thu, 29 Jul 2021 22:55:11 +0000

If you want to work with other users on the same document, add extractions and other data you may be interested to invite your collegues and share your account with them.

By doing so, you will have only one paid account, a single invoice, and also you can optimise credits usage across acounts.

Note : A google account is limited to use only one paid licence (shared or paid). If you plan to work for your customers with multiple paid account please contact us.

Account menu :

You can go on your account page from the menu Addons / Odoo To Sheet / My Account

When you are in the application side bar, you can also use the hamburger menu (1), and click on My account (2)

Once you are in your are on your account page, you will be able depending on your access levels to invite a new member :

Note : if you do not see these links, it’s because you do not have the access level “Handle members” on this account.

By clicking on Invite a member (1) you can go dirrectly on the invitation screen.

Available access levels :

Can read and refresh requests : On the level you can only list requests, and read their configuration. You can also for each manually request to refresh them (usefull if automatic updates are not enabled)
Can update requests and options : This level is complementary to previous one. The use will be able to change parameters on existing request, but will not be able to delete, or create new ones.
Can create requests and change advanced options : With this level the user will be able to create new requests, and will have access to advanced options like SQL Editor, Email scheduler, or changing the scheduler on any request. These actions may have an impact on your plan usage
Can view invoices and change subscription informations : This level can be dissociated from others. It will give to the user to consult the account, change subscription or download invoices. It may be usefull for your accounting service.
Can handle members : This access level activates for the user the ability to invite a member, change or revoke an access.

You can also scroll to the bottom of the page and click on “Manage license seats” (2) in order to list accounts, manage them and invite new members if needed.

Once you have invited a member, the person will be notified with an email, he will be able to launch the Addon from any document, and will be able to accept or deny the invitation.

Retrieve Odoo database name

o2sheet — Wed, 07 Jul 2021 19:39:09 +0000

When you start configuring a connection, you will be asked to define you database name. In odoo, each instance have a technical database name, it’s not necessarely the same as your company name or the URL of your instance.

In order to get it you have to connect on your odoo website, and then enable the debug mode by adding “?debug=1” between “/web” and the “#…” :

Once the page reloaded, just after your user name you will see the database name. On our sample it’s named demo.

TIP : The debug mode is usefull when you have to see a field name on a screen. On chrome you can install the Odoo debug plugin the will help you to change on the fly the URL with “?debug=1” when you click on it.