[IMP] crm: update doc to sync with Google Calendar + misc imp in similar doc for google analytics

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Frédéric Gilson 2017-05-17 16:26:02 +02:00 committed by Yannick Tivisse
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===================================================== ==========================================================
How to synchronize your calendar with Google Calendar How to synchronize your Odoo Calendar with Google Calendar
===================================================== ==========================================================
- Connect on your google account and go to `https://console.developers.google.com/ <https://console.developers.google.com/>`_. Odoo is perfectly integrated with Google Calendar so that you
can see & manage your meetings from both platforms
(updates go through both directions).
- Click on **Create a project...** and enter a project name and change your id if you want. Setup in Google
Don't forget to accept the Terms of Services ===============
- Go to `Google APIs platform <https://console.developers.google.com>`__
to generate Google Calendar API credentials. Log in with your Google account.
- Choose *Calendar API*.
.. image:: media/google_calendar_credentials01.png .. image:: media/google_calendar_credentials01.png
:align: center :align: center
- In the menu on left side, select the sub menu APIs (from menu APIs and auth) and click on 'Calendar API'. - Create a new project and give it a name (e.g. Odoo). This project is needed
Activate the Calendar API by clicking on the blue button 'Enable API'. to store your API credentials.
When it's done, the Calendar API overview will be available
.. image:: media/google_calendar_credentials02.png .. image:: media/google_calendar_credentials02.png
:align: center :align: center
- Enable the API.
.. image:: media/google_calendar_credentials03.png .. image:: media/google_calendar_credentials03.png
:align: center :align: center
- Create credentials to use in Odoo.
.. image:: media/google_calendar_credentials04.png .. image:: media/google_calendar_credentials04.png
:align: center :align: center
- In the menu on left side, select the sub menu 'Credentials' (from menu APIs and auth) and click on - Select *Web browser (Javascript)*
button 'Create new Client ID' as calling source and *User data* as kind of data.
.. image:: media/google_calendar_credentials05.png .. image:: media/google_calendar_credentials05.png
:align: center :align: center
- Check that the Application type is set on 'Web Application', then click on 'Configure consent screen'. - Then you can create a Client ID.
Specify an email address and a product name, then save. Enter the name of the application (e.g. Odoo) and the allowed pages on
which you will be redirected. The *Authorized JavaScript origin* is your
Odoo's instance URL. The *Authorized redirect URI* is your Odoo's instance
URL followed by '/google_account/authentication'.
.. image:: media/google_calendar_credentials06.png .. image:: media/google_calendar_credentials06.png
:align: center :align: center
- Go through the Consent Screen step by entering a product name
(e.g. Odoo). Feel free to check the customizations options
but this is not mandatory. The Consent Screen will only show up when you
enter the Client ID in Odoo for the first time.
- Finally you are provided with your **Client ID**. Go to *Credentials* to
get the **Client secret** as well. You will need both of them in Odoo.
.. image:: media/google_calendar_credentials07.png .. image:: media/google_calendar_credentials07.png
:align: center :align: center
You should now configure the allowed pages on which you will be redirected. To do it, you need to complete the field "Authorized redirect URI" and set as value (your own domain followed by '/google_account/authentication'): Setup in Odoo
==> http://mydomain.odoo.com/google_account/authentication =============
You can now click on 'Create Client ID'
- Install **Google Calendar** app.
.. image:: media/google_calendar_credentials08.png .. image:: media/google_calendar_credentials08.png
:align: center :align: center
- Once done, you will have the both informations (Client ID and Client Secret) that you need to insert in the 2 fields below! - Go to :menuselection:`Settings --> General Settings` and enter your
credentials in Google Calendar option.
.. image:: media/google_calendar_credentials09.png .. image:: media/google_calendar_credentials09.png
:align: center :align: center
- The setup is now ready. Open your Odoo Calendar and sync with Google.
The first time you do it you are redirected to Google to authorize
the connection. Once back in Odoo, click the sync button again.
You can click it whenever you want to synchronize your calendar.
.. image:: media/google_calendar_credentials10.png
:align: center
As of now you no longer have excuses to miss a meeting!

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============================================================ ==========================================================
How to track your website's traffic from your Odoo Dashboard How to track your website traffic from your Odoo Dashboard
============================================================ ==========================================================
You can follow your traffic's statistics straight from your Odoo Website You can follow your traffic statistics straight from your Odoo Website
Dashboard thanks to Google Analytics. Dashboard thanks to Google Analytics.
- A preliminary step is creating a Google Analytics account and entering the - A preliminary step is creating a Google Analytics account and entering the
@ -13,35 +13,39 @@ Dashboard thanks to Google Analytics.
- Select Analytics API. - Select Analytics API.
.. image:: media/google_analytics_api.png .. image:: media/google_analytics_api.png
:align: center :align: center
- Create a new project and give it a name (e.g. Google Analytics in Odoo). - Create a new project and give it a name (e.g. Odoo).
This project is needed to store your API credentials.
.. image:: media/google_analytics_create_project.png .. image:: media/google_analytics_create_project.png
:align: center :align: center
- Enable the API. - Enable the API.
.. image:: media/google_analytics_enable.png .. image:: media/google_analytics_enable.png
:align: center :align: center
- Create credentials to use in Odoo. Select *Web browser (Javascript)* - Create credentials to use in Odoo.
.. image:: media/google_analytics_create_credentials.png
:align: center
- Select *Web browser (Javascript)*
as calling source and *User data* as kind of data. as calling source and *User data* as kind of data.
.. image:: media/google_analytics_create_credentials.png .. image:: media/google_analytics_get_credentials.png
:align: center :align: center
.. image:: media/google_analytics_get_credentials.png - Then you can create a Client ID.
:align: center Enter the name of the application (e.g. Odoo) and the allowed pages on
- Then enter the name of the application (e.g. Odoo) and the allowed pages on
which you will be redirected. The *Authorized JavaScript origin* is your which you will be redirected. The *Authorized JavaScript origin* is your
Odoo's instance URL. The *Authorized redirect URI* is your Odoo's instance Odoo's instance URL. The *Authorized redirect URI* is your Odoo's instance
URL followed by /google_account/authentication. URL followed by '/google_account/authentication'.
.. image:: media/google_analytics_authorization.png .. image:: media/google_analytics_authorization.png
:align: center :align: center
- Go through the Consent Screen step by entering a product name - Go through the Consent Screen step by entering a product name
@ -51,16 +55,16 @@ Dashboard thanks to Google Analytics.
- Finally you are provided with your Client ID. Copy and paste it in Odoo. - Finally you are provided with your Client ID. Copy and paste it in Odoo.
.. image:: media/google_analytics_client_id.png .. image:: media/google_analytics_client_id.png
:align: center :align: center
- Open your Website Dashboard in Odoo and link your Analytics account. - Open your Website Dashboard in Odoo and link your Analytics account.
to past your Client ID. to past your Client ID.
.. image:: media/google_analytics_start.png .. image:: media/google_analytics_start.png
:align: center :align: center
- As a last step, authorize Odoo to access Google API. - As a last step, authorize Odoo to access Google API.
.. image:: media/google_analytics_login.png .. image:: media/google_analytics_login.png
:align: center :align: center

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