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SharePoint + Odoo ERP Self Hosted Integrations

Appy Pie Connect allows you to automate multiple workflows between SharePoint and Odoo ERP Self Hosted

  • No code
  • No Credit Card
  • Lightning Fast Setup
About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

Odoo ERP Self Hosted Integrations

Best ways to Integrate SharePoint + Odoo ERP Self Hosted

  • SharePoint Odoo ERP Self Hosted

    SharePoint + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint New List
     
    Then do this...
    Odoo ERP Self Hosted Create Note
  • SharePoint Odoo ERP Self Hosted

    SharePoint + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint New List
     
    Then do this...
    Odoo ERP Self Hosted Create Project Task
  • SharePoint Odoo ERP Self Hosted

    SharePoint + Odoo ERP Self Hosted

    Create Blog Post to Odoo ERP Self Hosted from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint New List
     
    Then do this...
    Odoo ERP Self Hosted Create Blog Post
  • SharePoint Odoo ERP Self Hosted

    SharePoint + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Item Line in SharePoint Read More...
    Close
    When this happens...
    SharePoint New Item Line
     
    Then do this...
    Odoo ERP Self Hosted Create Note
  • SharePoint Odoo ERP Self Hosted

    SharePoint + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Item Line in SharePoint Read More...
    Close
    When this happens...
    SharePoint New Item Line
     
    Then do this...
    Odoo ERP Self Hosted Create Project Task
  • SharePoint {{item.actionAppName}}

    SharePoint + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect SharePoint + Odoo ERP Self Hosted in easier way

It's easy to connect SharePoint + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

    Actions
  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

How SharePoint & Odoo ERP Self Hosted Integrations Work

  1. Step 1: Choose SharePoint as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Odoo ERP Self Hosted as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from SharePoint to Odoo ERP Self Hosted.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SharePoint and Odoo ERP Self Hosted

1.1. SharePoint

SharePoint is a web-based application developed by Microsoft. It provides a platform to help users organize and share content in various formats such as text, documents, images, videos, and audio files (Microsoft.

1.2. Odoo ERP Self Hosted

Odoo is an open source ERP (Enterprise Resource Planning. software that can be installed on a local server. Odoo is a fully integrated RDBMS (Relational Database Management System. and CRM (Customer Relationship Management. spution which is designed and developed in Python and Django. Odoo comes with a variety of modules to support business needs that include accounting, sales, project management, eCommerce, and more. Odoo can be deployed on Windows, Linux, and Mac OS platforms (Cloudwards.

2.1. Integration of SharePoint and Odoo ERP Self Hosted

SharePoint and Odoo integrate well with each other because it is possible to add a SharePoint List to Odoo while the two tops also work well independently. This integration allows for a seamless flow of information between the two tops while taking advantage of the strengths of both tops. An example of how SharePoint and Odoo can work together is when creating a list of the company's clients in SharePoint and then linking this list to clients' records in Odoo. This can be done by selecting 'List' from the left menu in SharePoint and clicking the “Create List” icon at the top right corner of the screen. In the “Create List” window, select “Empty SharePoint site” from the “Choose a page layout” drop-down menu and name the new list. After saving this new list, a SharePoint site will be created containing a blank list which can be filled with different types of information. The list can then be linked to a client's record in Odoo by going to the module's “Client” tab and checking the box next to “Share this client with SharePoint”. After clicking “Save”, a ‘Get Client Info’ button will appear at the top navigation bar along with other options. Clicking this button will bring up a pop-up window displaying all of the client's information in the form of a table. To access this information through SharePoint, click on “Open in browser” under “Get Client Info” in the module's drop-down menu (Business Case Study.

2.2. Benefits Of Integration Of SharePoint And Odoo ERP Self Hosted

Integrating Odoo ERP Self Hosted with SharePoint allows for data sharing between these two applications. This data can be accessed anywhere there is internet access using different web browsers that are compatible with the different application tops. Apart from transferring data between these two platforms, they also complement each other because they contain modules that can be used to cover workflows not covered by either application. For example, SharePoint is good for storing documents whereas Odoo is good for managing projects. By integrating these two platforms, it is possible to store project documents in SharePoint while creating tasks in Odoo which are then scheduled to correspond with actual project deliveries (Vox Telecom.

3.1. Conclusion

The integration of SharePoint and Odoo ERP Self Hosted helps fill gaps that are found in using just one or two of these tops individually while also making communication easier among employees working across different departments within a company. As it has been shown, SharePoint and Odoo are very similar in terms of their functionality while having enough similarities to allow them to integrate seamlessly while still maintaining their own unique characteristics.

The process to integrate SharePoint and Odoo ERP Self Hosted may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.