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OroConnector Add-on for Google Workspace

Note

OroConnector Add-on for Google Workspace is available for Enterprise Edition only.

The OroConnector add-on is a valuable tool for users of the Enterprise Oro applications. It allows users to interact with Oro applications from within Gmail through a Google Apps Script-based addon. It offers OAuth authentication, data synchronization, and UI integration with the Oro platform. The OroConnector eliminates the need for time-consuming switching between applications, streamlining workflow processes, and improving productivity. Its seamless integration with your email client makes it a game-changer for Oro users, providing a more convenient and streamlined workflow.

Requirements

Ensure you have the following installed on your system before proceeding:

• Node.js (v14+ recommended)

• pnpm (package manager for Node.js) – Install via:

npm install -g pnpm

• Google Apps Script CLI (clasp) Install via:

npm install -g @google/clasp

Set Up the Project

Follow the steps below to set up a project:

1. Clone the Google Workspace add-on repository code to your project folder (for Enterprise customers only).**

2. Log in to your Google Account:

Before proceeding, log in to your Google Account and authorize clasp to access the necessary resources:

clasp login

Next, grant the following permissions:

• See, edit, configure, and delete your Google Cloud data.

• Manage your Google API service configuration.

• Publish this application as a web app or a service that may share your data.

• View log data for your projects.

• Create and update Google Apps Script deployments.

• Create and update Google Apps Script projects.

3. Enable the Apps Script API:

You need to enable the Apps Script API for your project. Visit the following URL to do so: Enable Apps Script API. If you have enabled this API recently, please wait a few minutes for the action to propagate and then retry the previous step.

4. Create a new project in Google Apps Script

To create a new project in Google Apps Script, run the following command:

clasp create --title "[your title]" --type standalone

This command creates a new project with the specified title and type. The project will be created in the current directory.

5. Configure the project:

• Open the .clasp.json file and add /build to the end of the rootDir path.

• Copy the .clasp.json file to the config/development and config/production directories.

• Create a .env file by copying the .env.example file.

• Run the following command to download all the required packages:

pnpm install

• Generate the images object in base64 format inside the assets-config/images.ts file by running:

pnpm run build:images

• Build the project for production by running:

pnpm run build:prod

• Push the code to Google Apps Script by running:

pnpm run sync

Configure the OAuth Application

Create OAuth Application

To create a new OAuth application in Oro:

Navigate to System > User Management > OAuth Applications in your Oro application. Create a new OAuth application with the following settings:

• Grant Type: Authorization Code

• Redirect URL: Enter the required URL in the https://script.google.com/macros/d/{Script ID}/usercallback format. For {Script ID}, use your Google Workspace Script ID. To locate the script ID, go to Google Apps Script and open your project “[your title]” > Project Settings > IDs.

Once saved, the system will generate the Client ID and Client Secret for the OAuth application. Save it somewhere safe as we will need it in the next step of configuring the Goggle Workspace.

Note

For more details on OAuth application configuration, refer to the related documentation.

Configure Google Workspace

1. Navigate to Google Apps Script and open your project > Project Settings > Script Properties:

2. Create new script properties with the following keys:

   • url: Your Oro application URL (e.g., https://oroinc.oro-cloud.com)

   • clientId: The OAuth client ID from the Oro application

   • clientSecret: The OAuth client secret from the Oro application

   • backOfficePrefix: Back-office prefix in Oro application (optional) (e.g., admin)

   • isHardReset: Set to true/false for resetting storage without redeployment (optional)

Deploy the Project

Test Deployments

To check and verify the project, you can install its test version:

1. Navigate to Google Apps Script and open your project.

2. Click Deploy > Test deployments next to the project name.

3. Click Install for applications: Gmail, Calendar.

4. Open Gmail and verify that the add-on is available on the side panel.

Note

For more detailed instructions, refer to the public documentation.

Deploy Production and Publish on the Internal Marketplace

Step 1: Configure OAuth Consent Screen

1. Go to Google Cloud Console > APIs & Services > OAuth Consent Screen.

2. Select Internal for the user type (only available for Google Workspace accounts) and click Create.

3. Fill in the required fields, including:

• App Name

• User Support Email

• Developer Contact Information

4. Click Save and Continue.

5. You can skip the Scopes step by clicking Save and Continue.

6. Review and confirm your configuration, then go to Cloud Overview > Dashboard in the navigation menu.

Step 2: Link Google Cloud Project to Apps Script

1. In the Google Apps Script page, open your project.

2. Go to Settings and click Change Project.

3. Copy the Project Number from your Google Cloud Console (found in the Google Cloud Console Dashboard).

4. Paste this Project Number into the GCP project number field in the Settings page in Apps Script.

5. Click Set project to save the GCP project number.

Step 3: Deploy the Add-on

1. In the Google Apps Script page, open your project.

2. Click Deploy > New deployment next to the project name.

3. Select Add-on as the deployment configuration type.

4. Fill in the description.

5. Click Deploy to complete the deployment.

6. Copy the Deployment ID (you’ll need this in later steps).

Step 4: Enable Google Workspace Marketplace SDK

1. Go to Google Cloud Console > your project > APIs & Services.

2. Click Enabled APIs & services.

3. Search for Google Workspace Marketplace SDK and enable it for your project.

Step 5: Configure the App for Marketplace

1. Go to the Google Workspace Marketplace SDK configuration page in the Google Cloud Console.

2. Click the App Configuration tab and set App Visibility to Private.

3. In the App integration section, select Google Workspace Add-on as the app type.

4. Choose Deploy using Apps Script deployment ID.

5. Paste the Deployment ID from Step 3 into the Deployment ID field.

6. Complete the required fields and click Save.

Step 6: Store Listing

1. Navigate to the Store Listing tab.

2. Provide all required information for your app, including:

   • App name

   • Short description

   • Detailed description

3. Upload the icons for different screen sizes as required (e.g., 128x128, 256x256).

4. Complete any remaining fields.

5. Click Publish to submit the add-on.

Step 7: Install the Add-on

1. Once published, open the published link from the Google Workspace Marketplace.

2. Install the app as an admin for your Google Workspace domain.

3. Open Gmail or the desired Google Workspace app and verify that the add-on is available on the side panel.

Note

For more detailed instructions, refer to the public documentation.

Connect

Once OroConnector has been installed in your mail client, a new icon will appear in the side panel, indicating that the add-on is ready for use.

To connect the add-on to your Oro application:

1. Open the OroConnector add-on by clicking on the Oro icon.

2. Click Connect.

3. Provide valid Oro credentials to log in to your Oro application.

   

4. Click Grant to allow the connector to access information from the Oro application.

   

Manage OroConnector Menu

The connector’s menu offers the following actions:

About	Read more information about the connector.
Disconnect	End the connection with the connector.
Refresh	Update the connector.
Manage Add-on	Access the connector’s settings. This option is only available to the organization’s administrator who installed the connector.

Search & Context

Once you have completed the setup process, OroConnector is available for you to start your search for the necessary information and add or remove context from the add-on.

In Oro applications, context is a piece of information relevant to a particular user, task, or process within the application. When an OroConnector user opens an email thread in their mail client, they can see Oro entities related to that particular email and retrieve the latest context of the conversation. Context search is performed by the From/To/CC/BCC fields of the email being viewed.

By default, the following data is passed from your Oro application to the connector and vice versa:

• Accounts

• Contacts

• Customer users

• Leads

• Opportunities

• Orders

• Users

• Customers

• Tasks

• Cases

• Requests for quotes.

To begin your search, type a query into the search bar and click Enter. If the search returns many entities, click Load More to view all available search results.

Hint

OroConnector will also give you prompts if there is an association with an entity, for example Could Be Related To or In Context Of.

Manage Context

Click on the desired entity from the search results to view its details. Here, you can perform the following actions:

• Open.

  To view an entity you found in the OroConnector in the Oro application, click Open. You will be redirected to the view page of this entity on the Oro side.

  

• Add Context.

  You can connect any relevant entities to an email thread as context. When the connector and Oro application are synchronized, you can easily view the added context on both the email and Oro application side. You can add multiple entities as necessary to provide additional context to the email.

  

  To add an entity as context, click Add Context on its details page. Alternatively, you can click on the chain icon next to the required entity in the search results.

  

• Remove Context.

  Removing context in the OroConnector removes it on the Oro application side as well. To disconnect entities from the email thread as its context, click Remove Context on the details page of the entity.

  

  Alternatively, click X next to the required entity in the search results.

Update the Project

To update the project, follow these steps:

1. Update the local development branch:

git pull origin main

2. Modify the environment variables (if necessary) by updating the .env file.

3. Reinstall dependencies:

pnpm install

4. Rebuild the images (if necessary):

pnpm run build:images

5. Rebuild the project for production:

pnpm run build:prod

6. Push the updated code to Google Apps Script:

pnpm run sync