Odoo Sign
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What is Appiworks Odoo Sign Connector?
What is Appiworks Odoo Sign Connector?
Appiworks Odoo Sign Connector is a Looker Studio connector that helps to connect Looker Studio with Odoo Sign and use it as a data source in Looker Studio.
Appiworks Odoo Sign Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.
What is Odoo Sign?
What is Odoo Sign?
Odoo Sign allows you to send, sign, and approve documents online, using electronic signatures. An electronic signature shows a person's agreement to the content of a document. Just like a handwritten signature, the electronic one represents a legal bounding by the terms of the signed document.
How does it work?
How does it work?
Step 1: Choose "Odoo Sign Appiworks" connector by Jivrus Technologies from Looker Studio Partner Gallery
Step 2: Click on 'AUTHORIZE' button for authorizing your google account.
Step 3: Once you click Authorize button, you can provide access with your Google account .
Step 4: Click on 'Allow' button for Access google Account.
Step 5: Once you are authorized to google account then you need to authorize for third-party service. In this case Odoo Sign Appiworks.
Step 6: Click on 'AUTHORIZE' button for authorizing your Odoo Sign Appiworks account.
Step 7: Once you click on authorize, you need to log in with your Appiworks Account.
Log in with Google or provide the required email and password for login.
Step : After logging in with the Google account, you have to create the connection for Odoo Sign in Appiworks. Click on the "Create new Connection" button.
If you have created connections already in Appiworks, you can choose it and proceed.
Step 8: To create new connection provide all required credentials.
Domain URL (Ex: https://yourApp.odoo.com/ )
Database (Ex: yourApp)
Username
Password or API Key
Once after you gave credentials click on Connect button. Then choose this connection and click on "Confirm Selection".
Step 9: After authorizing Appiworks account. You will see the configuration page shown as in the image. Select your connection and click on "Next" button.
To manage your connections click on the link given for connection management.
Step 10: Connection management link will again ask you to authorize. Sign in with your google account or credentials
Step 11: In connection management, you can create or edit connections.
Step 12: In the configuration page, choose connection, select an object, and date range.
Then Click on "Connect" button.
Step 13: The available fields from the Signature Document Object are listed.
Step 14: Use this as a data source and continue normally with designing your report in Looker Studio.
Step 15: Click on the 'Create Report' button.
Step 16: You can customize the dashboard as you want.
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