[REM] crm: google spreadsheet integration
closes odoo/documentation#6394 Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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@ -8,4 +8,3 @@ Analyze performance
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:titlesonly:
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performance/win_loss
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performance/google_spreadsheets
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@ -1,91 +0,0 @@
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=====================================================
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How to use Google Spreadsheet in Addition to my Data?
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=====================================================
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Create custom dashboards in Google Spreadsheet that retrieves data directly from Odoo using
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spreadsheet formula. You can use it to create sales commission plans, budgets, project forecasts,
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etc. Formulas are written in Python but programming skills are not required.
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Configuration
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=============
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From the *General Settings*, activate *Google Drive* and *Google Spreadsheet*. The options
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*Authorization Code* and *Get Authorization Code* are now available.
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.. image:: google_spreadsheets/authori.png
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:align: center
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:alt: Enable the Google Drive and Google Spreadsheet features in Odoo
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Now, link your Google account with Odoo by following these steps:
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#. Get Authorization Code
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#. Select your Google account
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#. Enter your password
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#. Copy the code
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#. Paste it into the Authorization Code field
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Create a new Spreadsheet
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------------------------
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From the *CRM* app, for example, go to *Favorites* and click on *Add to Google Spreadsheet*.
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.. image:: google_spreadsheets/add_to_google_spread.png
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:align: center
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:alt: From the CRM application, for example, click on add to Google Spreadsheet in Odoo
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A new spreadsheet will be automatically created in your Google Drive.
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.. note::
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When you opening this new file, a second sheet is created automatically by Odoo with a
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tutorial/documentation on *How to use Google Spreadsheet*.
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Link a Spreadsheet with Odoo
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----------------------------
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| From this new file, configure your database.
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| Go to :menuselection:`Odoo --> Server Settings --> Database Name --> Username --> Password`.
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.. image:: google_spreadsheets/odoo_menu.png
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:align: center
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:alt: Menu called Odoo is shown on the settings bar in the Spreadsheet
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Applications
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============
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You have two different formulas available when using Google Spreadsheet in Odoo: *retrieve data* and
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*retrieve grouped sums*.
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.. warning::
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Google Drive limits the execution time of scripts; if the data you requested takes
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too long to be delivered, you might get an error. There is no specific size limit, since the
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time for Odoo to respond depends on several factors - although reading data regarding several
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thousand records is usually fine.
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Retrieve Data
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-------------
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| The theoretical formula is :command:`= oe_browse (table;columns;filters;orderby:limit)`.
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Used it if you want to display the information without grouping it (e.g.: each sales
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order in the database).
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| Find some the arguments in the table below.
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.. image:: google_spreadsheets/retrieve_data.png
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:align: center
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:alt: Table with examples of arguments to use in Odoo
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Retrieve Grouped Sums
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---------------------
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| The theoretical formula is :command:`= oe_read_group (table;columns;group_by;filters;orderby:limit)`.
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Use it when you want to display a sum of data (e.g.: total invoiced).
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| Find some arguments in the table below.
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.. image:: google_spreadsheets/retrieve_sums.png
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:align: center
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:alt: Table with examples of grouped sum arguments to use in Odoo
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Other uses
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----------
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Mix Odoo data with spreadsheet data, add traditional formulas, and create Dynamic Tabled and Graphs.
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@ -44,6 +44,7 @@ applications/inventory_and_mrp/manufacturing/quality_control/quality_control_poi
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# applications/sales
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applications/sales/crm/performance/google_spreadsheets.rst applications/finance/spreadsheet/templates.rst # /google_spreadsheets --> /spreadsheet/templates
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applications/sales/point_of_sale/payment/stripe.rst applications/sales/point_of_sale/payment_methods/terminals/stripe.rst # /payment/* -> /payment_methods/terminals/*
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applications/sales/sales/invoicing/subscriptions.rst applications/sales/subscriptions.rst # sales/sales/invoicing/subscriptions --> /sales/subscriptions
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applications/sales/sales/send_quotations/terms_and_conditions.rst applications/finance/accounting/customer_invoices/terms_conditions.rst # from sales to accounting
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