TABLE OF CONTENTS
- Why is ERP software important to small businesses?
- Important notes before implementing ERP software
- 1. Why does your current business need an ERP?
- 2. Where & What in the business to make changes?
- 3. Who will take action on the software?
- 4. When to start the implementation?
- Key success factors of ERP software for small businesses
- The 5 best ERP software for small businesses in Australia
- 1. Odoo
- 2. Microsoft Dynamics 365 Business Central
- 3. Acumatica (MYOB Advanced)
- 4. NetSuite ERP System
- 5. Oracle Fusion Cloud ERP
- Summing up
Have you ever experienced Sharepoint and Odoo operating as two different platforms, making your departmental data hard to access? This data isolation leads to a breakdown in communication, which impedes teamwork and reduces output. The good news is that a solid Odoo & Sharepoint connection can help you bridge this gap.
We'll demonstrate how Havi's integration solutions can streamline data synchronisation between Odoo and Sharepoint and help your company reach higher productivity.
Why Our Clients Need Odoo Sharepoint Integration
Businesses consider integrating Odoo with Sharepoint because they often struggle with fragmented data, processes and systems. Integrating robust business systems like Sharepoint and Odoo enables them to unify data and streamline operations. When you allow seamless data transfer between these platforms, your business will experience higher productivity, better collaboration, and more data-driven decision-making:
Custom Workflows: Sync Odoo Data To Sharepoint With Havi
To help you leverage both Odoo and Sharepoint, as a leading provider of integration solutions for ERPs, Havi offers a seamless way to synchronise data between the two systems. Here's how we streamline custom workflows:
1. Sync sales orders (SO)/purchase orders (PO) attachments from Odoo to Sharepoint
When a new SO/PO is created in Odoo, its attached files will be synced to Sharepoint. By clicking on the document link, users can easily view these files directly from within Sharepoint. A notable advantage of this feature is that it allows users to click to open documents instantly. This way, we simplify how users access documents and improve the data-sharing process. For example, the feature encourages a better document view experience (Word, Excel, PDF, etc.) by letting users open documents quickly from Sharepoint or the Odoo Document app.
2. Sync contact attachments from Odoo to Sharepoint
When new contacts are created in Odoo CRM, the contact’s attachments will be synced correctly to Sharepoint. When users access documents from within the Odoo contact tab, they can open the related documents in Sharepoint directly and quickly. Furthermore, any changes made to contact information, subfolders, or sub workspaces that are created within Odoo are automatically reflected in corresponding Sharepoint locations.
3. Sync folder structure from Odoo to Sharepoint
Successful sales operations also require effective lead management. If users make changes to the workspace templates and folder structures in Odoo, our integration solution enables automated adjustments to those in Sharepoint. After that, these folders are seamlessly synced to SharePoint, delivering a well-organized folder structure throughout all of your customer's engagements.
Best Practices Before Integrating Odoo With Sharepoint
It’s crucial to follow best practices to guarantee a seamless and effective integration process. Here are some important details to remember:
Get Support To Customise Advanced Workflows
Customised workflows or sophisticated features may be necessary for many firms to meet their specific needs when connecting Odoo with Sharepoint.
In such scenarios, Havi provides committed support and professional assistance in customising the integration to meet your unique requirements. Our team of specialists will work closely with you to identify your unique processes, needs, and bottlenecks to create specialised solutions that align with your business goals.