Docs – o2sheet – Odoo data connector for Google Sheet https://o2sheet.com Reporting for Odoo Made Simple Fri, 13 Aug 2021 07:33:34 +0000 en-GB hourly 1 https://wordpress.org/?v=6.6.4 https://o2sheet.com/wp-content/uploads/2021/04/favicon.png Docs – o2sheet – Odoo data connector for Google Sheet https://o2sheet.com 32 32 How to schedule automatic updates https://o2sheet.com/docs/how-to-schedule-automatic-updates/ Fri, 13 Aug 2021 07:33:34 +0000 https://o2sheet.com/?post_type=docs&p=1305

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.
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How to close my account https://o2sheet.com/docs/how-to-close-my-account/ https://o2sheet.com/docs/how-to-close-my-account/#respond Tue, 03 Aug 2021 16:39:45 +0000 https://o2sheet.com/?post_type=docs&p=1290 https://o2sheet.com/docs/how-to-close-my-account/feed/ 0 Collaborative access https://o2sheet.com/docs/collaborative-access/ https://o2sheet.com/docs/collaborative-access/#respond Thu, 29 Jul 2021 22:55:11 +0000 https://o2sheet.com/?post_type=docs&p=1270 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.

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Limitations https://o2sheet.com/docs/limitations/ https://o2sheet.com/docs/limitations/#respond Sun, 11 Jul 2021 07:52:20 +0000 https://o2sheet.com/?post_type=docs&p=1267 We build on top of Odoo and Google Addons, so some limitations may apply. See here the list of these limitations and the way to go around them.

Odoo Limitations :

Requesting timeout – each request is handled by a worker, and the workers have some limitations on CPU time, execution timeout, and memory usage. You can read the configuration documentation of Odoo.

Google Limitations :

Limitations bound to each user account

200 Emails per user and per day – an email is counted for each person in recipients or any person subscribed to the diffusion group
6 hours of cumuled automatic refresh time per day and per user

Note : You can share your license with other users, increasing total limitation by each user. We are currently working on a way to easy see and change the owner of a document.

Limitation on any sheet
  • Up to 5 million cells for spreadsheets that are created in or converted to Google Sheets
  • 40,000 new rows at a time
  • Maximum number of columns of 18,278 columns
  • 1000 characters per cell (data longer than that will be truncated)
Limitation on data retrieval
  • 50 Mb of transfer size per request (you can try on large datasets to filter by date or record id)
  • 100 000 calls per day
  • 6 minutes per manual refresh (time include the request execution from Odoo, the transfert time, and the update/compute time in gsheet)

You can find out on this page more details about each quota

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3. Create your first extraction https://o2sheet.com/docs/3-create-your-first-extraction/ Wed, 07 Jul 2021 20:06:01 +0000 https://o2sheet.com/?post_type=docs&p=1255

Tab Name (1) : From the dropdown you can choose to import you data on an existing sheet, or create a new one by just typing its name, and they press “enter” key to validate the entry

Server (2) : Chose here the server instance to use. If your credentials expired or if it’s the first time you connect, you have to log in by using your credentials in order to continue. Be aware, you need “Administration / Settings” grant level in order to use “Advanced SQL request”.

If you want to automate your extractions, you need to check “Remember my credentials” in order to automatically reconnect when they will expire

Odoo table (3) : You have to choose here the table from where to extract data.

Select a module, and than you can pick the table from which you want your data. You can also use the search tool and filter upon description or technical name. To validate your choice click over the check button.

Configuring the extraction :

Select the list of columns you need to work with. This will open a popup and will let you chose the fields and their order.

Once columns validated, you can pick optional configuration. You need to be aware that by default Odoo delivers only 80 first rows, so you will need to change this limit in order to retrieve the full dataset (some limitations may apply).

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Retrieve Odoo database name https://o2sheet.com/docs/retrieve-odoo-database-name/ Wed, 07 Jul 2021 19:39:09 +0000 https://o2sheet.com/?post_type=docs&p=1248 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.

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2. How to configure a connection https://o2sheet.com/docs/how-to-configure-a-connection/ Wed, 07 Jul 2021 18:55:32 +0000 https://o2sheet.com/?post_type=docs&p=1237 You can go on the connections page from the Addon menu, or from the sidebar menu :

The first time you launch the application you have to define your connection. You will be able next to create other connections in order to retrieve data from others Odoo instances or companies.

List of field on this form :

Name : it’s a technical name simple to use and can not be updated later. It’s better to use a lower case alpha numeric value. Examples : master, main, test, dev, master-company1 …

Title : use a descriptive text as you can have multiple connections and you may chose between them.

Web Address : copy/paste here the URL of your odoo instance. It should be publicly accessible as we use it to grab data

Database : you can either find asking it from the IT service or by connecting and enabling the debug mode – read how to find odoo database name

Store connections : a connection is stored by default on current document, if you plan to create multiple documents, check this in order to avoid creating multiple connections

Share credentials : once created you will need to login in order to retrieve your data. Credentials informations are securely stored only on your google account. If you plan to let other users to create and change your reports check this, they will not have to login by their own.

Once the first connection created you can now return to the main page (with the back button) and create you first extraction

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1. How to install o2sheet https://o2sheet.com/docs/how-to-install-o2sheet/ Thu, 13 Aug 2020 09:12:42 +0000 https://o2sheet.com/?post_type=docs&p=892 Once installed from the marketplace, you can start to use the plugin. There is no additionnal addon to install on Odoo, or any special configuration to be done, it works on every major versions of Odoo.

Once installed you can launch it from the Addons menu :

Once launched, at the first runtime you can start using the addon with a trial period of 14 days or :

And that’s done !

Now you need to first connect with Odoo, it’s really easy, you have just to use your user account.

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