Gmail Plugin

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

Configure the Gmail Plugin

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 Progrid.

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 Progrid Inbox Addin.

Progrid Inbox Addin on Google Workspace Marketplace.

Or, go directly to the Progrid 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 Progrid. Then click Allow to let Progrid access the Google account. Google will then show a pop-up window confirming that the installation was successful.

Configure the Progrid database

The Mail Plugin feature must be enabled in the Progrid 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 Progrid icon is now visible on the right side panel. Click on the Progrid icon to open up the Progrid plugin window. Then, click on any email in the inbox. Click Authorize Access in the plugin window to grant Progrid access to the Gmail inbox.

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

Next, click Login. Then, enter the URL of the Progrid 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 Progrid database. The browser will then show a Success! message. After that, close the window. The Gmail inbox and Progrid database are now connected.

Advanced Gmail Plugin setup

For advanced configuration of the Gmail Plugin, follow the steps below.

Install the Gmail Plugin

First, access the GitHub repository for the Progrid 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 Progrid 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 Progrid 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 Progrid. Then, click Publish and Deploy from manifest. Lastly, click Install the add-on to install the Gmail Plugin.

Configure the Progrid database

The Mail Plugin feature must be enabled in the Progrid 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 Progrid icon is now visible on the right side panel. Click on the Progrid icon to open up the Progrid plugin window. Then, click on any email in the inbox. Click Authorize Access in the plugin window to grant Progrid access to the Gmail inbox.

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

Next, click Login. Then, enter the URL of the Progrid 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 Progrid database. The browser will then show a Success! message. After that, close the window. The Gmail inbox and Progrid database are now connected.