678eca0721
The plugins were named "Odoo-Gmail Plugin" / "Gmail Plugin" and "Odoo-Outlook Plugin" /
"Outlook Plugin". I chose the later version for both plugins consistently.
I also added a reference to both the Gmail and Outlook docs in the main Mail Plugins doc.
closes odoo/documentation#1171
X-original-commit: 4331177bb6
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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2.9 KiB
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95 lines
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============
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Gmail Plugin
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============
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Configuration
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=============
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The Gmail :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on Odoo and Gmail.
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.. _mail-plugin/gmail/enable-mail-plugin:
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Enable Mail Plugin
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------------------
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First, you need to enable the *Mail Plugin* feature in your database. Go to :menuselection:`Settings
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--> General Settings --> Integrations`, enable *Mail Plugin*, and *Save* the configuration.
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.. _mail-plugin/gmail/install-plugin:
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Install the Gmail Plugin
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------------------------
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#. Open the `Gmail Plugin Apps Script project
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<https://script.google.com/d/1n7cxtaR4fGXKcP0RwinNQmL8S4FhVqpo-ZZ_cUAhYuuDpZAP_CnHE_7q/edit>`_.
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#. Verify you are logged in using the Google account you want to install the plugin on.
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#. Click on *Publish* then *Deploy from manifest...*
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.. image:: gmail/deploy-from-manifest.png
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:align: center
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:alt: Deploying from manifest the Gmail Plugin from the Apps Script project
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.. important::
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Make sure you are using the legacy editor; otherwise the *Deploy from manifest* functionality
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may not be available.
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.. image:: gmail/legacy-editor.png
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:align: center
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:alt: Using the legacy editor in the Gmail Plugin Apps Script project
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#. Click on *Install add-on*. A "Deployment installed" notification should appear. You can then
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click on *Close*.
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.. image:: gmail/install-add-on.png
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:align: center
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:alt: Installing the Gmail Plugin from the Apps Script project
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.. _mail-plugin/gmail/configure-mailbox:
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Configure your Gmail mailbox
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----------------------------
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#. Open any email in your Gmail mailbox. On the right-side panel, click on the Odoo icon and then
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*Authorize Access*.
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.. image:: gmail/authorize-access.png
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:align: center
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:alt: Authorizing access to the Gmail Plugin
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#. Choose the right Google account.
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.. image:: gmail/choose-account.png
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:align: center
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:alt: Choosing your Google account
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#. Allow the Gmail Plugin to access some of your data.
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.. image:: gmail/allow-permissions.png
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:align: center
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:alt: Allowing the Gmail Plugin to access Google data
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#. The right-side panel can now display **Company Insights**. At the bottom, click on *Login*.
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.. image:: gmail/panel-login.png
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:align: center
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:alt: Logging in your Odoo database
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.. note::
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Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are available as a
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trial. This feature requires :ref:`prepaid credits <mail_plugins/pricing>`.
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#. Enter your Odoo database URL and click on *Login*.
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.. image:: gmail/database-url.png
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:align: center
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:alt: Entering your Odoo database URL
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#. If you aren't logged into your database, enter your credentials.
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#. Click on *Allow* to let the Gmail Plugin connect to your database.
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.. image:: gmail/odoo-permission.png
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:align: center
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:alt: Allowing the Gmail Plugin to connect to a database |