Gmail Plugin

The Gmail Plugin integrates an Axsys database with a Gmail inbox, so users can keep track of all their work between Gmail and Axsys, without losing any information.

Axsys Online users

For databases hosted on Axsys Online (or Axsys.sh), follow the steps below to configure the Gmail Plugin.

Install the Gmail Plugin

First, log in to the Gmail account that the user wishes to connect to Axsys.

From the Gmail inbox, click the plus sign icon on the right side panel to get add-ons. If the side panel is not visible, click on the arrow icon at the bottom right corner of the inbox to reveal it.

Plus sign icon on the Gmail inbox side panel.

Then, use the search bar to search for Odoo and locate the Odoo Inbox Addin.

Axsys Inbox Addin on Google Workspace Marketplace.

Or, go directly to the Odoo Inbox Addin page on the Google Workspace Marketplace.

Once the plugin is located, click Install. Then, click Continue to start the installation.

Next, select which Gmail account the user wishes to connect to Axsys. Then click Allow to let Axsys access the Google account. Google will then show a pop-up window confirming that the installation was successful.

Configure the Axsys database

The Mail Plugin feature must be enabled in the Axsys database in order to use the Gmail Plugin. To enable the feature, go to Settings ‣ General Settings. Under the Integrations section, activate Mail Plugin, and then click Save.

The Mail Plugin feature in the Settings.

Configure the Gmail inbox

In the Gmail inbox, a purple Axsys icon is now visible on the right side panel. Click on the Axsys icon to open up the Axsys plugin window. Then, click on any email in the inbox. Click Authorize Access in the plugin window to grant Axsys access to the Gmail inbox.

The Authorize Access button in the right sidebar of the Axsys plugin panel.

Next, click Login. Then, enter the URL of the Axsys database that the user wishes to connect to the Gmail inbox, and log in to the database.

Note

Use the general URL for the database, not the URL of a specific page in the database. For example, use https://mycompany.odoo.com, not https://mycompany.odoo.com/web#cids=1&action=menu.

Finally, click Allow to let Gmail access the Axsys database. The browser will then show a Success! message. After that, close the window. The Gmail inbox and Axsys database are now connected.

Axsys On-Premise users

For databases hosted on servers other than Axsys Online (or Axsys.sh), follow the steps below to configure the Gmail Plugin.

Note

As part of their security guidelines, Google requires add-on creators to provide a list of URLs that can be used in actions and redirections launched by the add-on. This protects users by ensuring, for example, that no add-on redirects users toward a malicious website. (Read more on Google Apps Script.)

Since Odoo can only list the odoo.com domain and not every on-premise customer’s unique server domain, on-premise customers cannot install the Gmail Plugin from the Google Workspace Marketplace.

Install the Gmail Plugin

First, access the GitHub repository for the Axsys Mail Plugins. Next, click on the green Code button. Then, click Download ZIP to download the Mail Plugin files onto the user’s computer.

Download the ZIP file from the Axsys GitHub repository for Mail Plugins.

Open the ZIP file on the computer. Then, go to mail-client-extensions-master ‣ gmail ‣ src ‣ views, and open the login.ts file using any text editor software, such as Notepad (Windows), TextEdit (Mac), or Visual Studio Code.

Delete the following three lines of text from the login.ts file:

if (!/^https:\/\/([^\/?]*\.)?odoo\.com(\/|$)/.test(validatedUrl)) {
     return notify("The URL must be a subdomain of odoo.com");
}

This removes the odoo.com domain constraint from the Gmail Plugin program.

Next, in the ZIP file, go to mail-client-extensions-master ‣ gmail, and open the file called appsscript.json. In the urlFetchWhitelist section, replace all the references to odoo.com with the Axsys customer’s unique server domain.

Then, in the same gmail folder, open the file called README.md. Follow the instructions in the README.md file to push the Gmail Plugin files as a Google Project.

Note

The computer must be able to run Linux commands in order to follow the instructions on the README.md file.

After that, share the Google Project with the Gmail account that the user wishes to connect to Axsys. Then, click Publish and Deploy from manifest. Lastly, click Install the add-on to install the Gmail Plugin.

Configure the Axsys database

The Mail Plugin feature must be enabled in the Axsys database in order to use the Gmail Plugin. To enable the feature, go to Settings ‣ General Settings. Under the Integrations section, activate Mail Plugin, and then click Save.

The Mail Plugin feature in the Settings.

Configure the Gmail inbox

In the Gmail inbox, a purple Axsys icon is now visible on the right side panel. Click on the Axsys icon to open up the Axsys plugin window. Then, click on any email in the inbox. Click Authorize Access in the plugin window to grant Axsys access to the Gmail inbox.

The Authorize Access button in the right sidebar of the Axsys plugin panel.

Next, click Login. Then, enter the URL of the Axsys database that the user wishes to connect to the Gmail inbox, and log in to the database.

Note

Use the general URL for the database, not the URL of a specific page in the database. For example, use https://mycompany.odoo.com, not https://mycompany.odoo.com/web#cids=1&action=menu.

Finally, click Allow to let Gmail access the Axsys database. The browser will then show a Success! message. After that, close the window. The Gmail inbox and Axsys database are now connected.