How to connect Odoo and Microsoft SharePoint Online
Create a New Scenario to Connect Odoo and Microsoft SharePoint Online
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Odoo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Odoo or Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Odoo or Microsoft SharePoint Online, and select the appropriate trigger to start the scenario.

Add the Odoo Node
Select the Odoo node from the app selection panel on the right.

Odoo
Add the Microsoft SharePoint Online Node
Next, click the plus (+) icon on the Odoo node, select Microsoft SharePoint Online from the list of available apps, and choose the action you need from the list of nodes within Microsoft SharePoint Online.

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Microsoft SharePoint Online

Authenticate Microsoft SharePoint Online
Now, click the Microsoft SharePoint Online node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft SharePoint Online settings. Authentication allows you to use Microsoft SharePoint Online through Latenode.
Configure the Odoo and Microsoft SharePoint Online Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Odoo and Microsoft SharePoint Online Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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AI Anthropic Claude 3
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Microsoft SharePoint Online
Trigger on Webhook
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Odoo
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Webhook response

Save and Activate the Scenario
After configuring Odoo, Microsoft SharePoint Online, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Odoo and Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Odoo and Microsoft SharePoint Online (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Odoo and Microsoft SharePoint Online
Odoo + Microsoft SharePoint Online + Microsoft Teams: When a new CRM lead is created in Odoo, a folder is created in SharePoint to store related documents. A message is then sent to a Microsoft Teams channel to notify the sales team about the new lead and the location of the SharePoint folder.
Odoo + Microsoft SharePoint Online + Microsoft Teams: When a stock picking is created in Odoo, its details are retrieved and saved as a file in a designated SharePoint folder. A notification, with a link to the SharePoint file, is sent to a Microsoft Teams channel for the inventory team.
Odoo and Microsoft SharePoint Online integration alternatives
About Odoo
Automate Odoo tasks like creating invoices or updating inventory based on triggers from other apps. Latenode lets you connect Odoo to your workflows without code, adding logic and routing data as needed. Integrate Odoo with marketing tools, payment gateways, or CRMs for streamlined processes using Latenode's visual, scalable platform.
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About Microsoft SharePoint Online
Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.
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See how Latenode works
FAQ Odoo and Microsoft SharePoint Online
How can I connect my Odoo account to Microsoft SharePoint Online using Latenode?
To connect your Odoo account to Microsoft SharePoint Online on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Odoo and click on "Connect".
- Authenticate your Odoo and Microsoft SharePoint Online accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive Odoo invoices in SharePoint?
Yes, you can! Latenode's flexible workflow editor allows you to automatically save Odoo invoices to designated SharePoint folders. Improve document management and compliance, effortlessly.
What types of tasks can I perform by integrating Odoo with Microsoft SharePoint Online?
Integrating Odoo with Microsoft SharePoint Online allows you to perform various tasks, including:
- Automatically saving new Odoo sales orders to a SharePoint document library.
- Creating SharePoint folders for new Odoo projects.
- Updating SharePoint lists with Odoo customer data.
- Tracking Odoo inventory levels in a SharePoint spreadsheet.
- Triggering Odoo actions from changes in SharePoint documents.
How can I transform Odoo data before sending it to SharePoint?
Latenode provides built-in JavaScript blocks and AI tools, allowing you to reshape, filter, and enrich Odoo data before it updates SharePoint.
Are there any limitations to the Odoo and Microsoft SharePoint Online integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization might be subject to API rate limits of both apps.
- Complex data transformations may require advanced JavaScript knowledge.
- Initial setup requires administrative privileges for both Odoo and SharePoint.