[MOV] documentation structure reorganization

This commit aims to improve the documentation's navigability by redefining some categories' purposes and titles. There is a redirection rule for each documentation page moved. This ensures that users won't have a 404 error message. task-3217827 closes odoo/documentation#8063 Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-04 12:02:08 +01:00
parent af91b7c2b6
commit bf7fa31503
562 changed files with 644 additions and 643 deletions
@@ -45,8 +45,7 @@ Upgrade apps and modules
 ========================

 On some occasions, new improvements or app features are added to :doc:`supported versions of Odoo
-</administration/maintain/supported_versions>`. To be able to use them, you must **upgrade** your
-app.
+</administration/supported_versions>`. To be able to use them, you must **upgrade** your app.

 Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to upgrade, then on
 *Upgrade*.
@@ -1,13 +0,0 @@
-:nosearch:
-
-==============
-Authentication
-==============
-
-.. toctree::
-   :titlesonly:
-
-   auth/google
-   auth/azure
-   auth/ldap
-   auth/2fa
@@ -1,3 +1,5 @@
+:show-content:
+
 =========
 Companies
 =========
@@ -52,7 +54,7 @@ company only. To do so, on their forms, choose between:
 Employees' access
 =================

-Once companies are created, manage your employees' :doc:`Access Rights <access_rights>`
+Once companies are created, manage your employees' :doc:`Access Rights <users/access_rights>`
 for *Multi Companies*.

 .. image:: companies/access_rights_multi_companies.png
@@ -86,12 +88,12 @@ Inter-Company Transactions

 First, make sure each one of your companies is properly set in relation to:

- :doc:`Chart of Accounts <../../finance/accounting/get_started/chart_of_accounts>`
- :doc:`Taxes <../../finance/accounting/taxes>`
- :doc:`Fiscal Positions <../../finance/accounting/taxes/fiscal_positions>`
- :doc:`Journals <../../finance/accounting/bank>`
- :doc:`Fiscal Localizations <../../finance/fiscal_localizations>`
- :doc:`Pricelists <../../sales/sales/products_prices/prices/pricing>`
+- :doc:`Chart of Accounts <../finance/accounting/get_started/chart_of_accounts>`
+- :doc:`Taxes <../finance/accounting/taxes>`
+- :doc:`Fiscal Positions <../finance/accounting/taxes/fiscal_positions>`
+- :doc:`Journals <../finance/accounting/bank>`
+- :doc:`Fiscal Localizations <../finance/fiscal_localizations>`
+- :doc:`Pricelists <../sales/sales/products_prices/prices/pricing>`

 Now, activate the *Inter-Company Transactions* option under *Settings*. With the respective company
 *activated* and *selected*, choose if you would like operations between companies to be synchronized
@@ -131,4 +133,10 @@ at an invoice/bills level or at a sales/purchase orders level.

 .. seealso::
   - :doc:`Multi-company Guidelines </developer/howtos/company>`
-   - :doc:`../../finance/accounting/get_started/multi_currency`
+   - :doc:`../finance/accounting/get_started/multi_currency`
+
+.. toctree::
+   :titlesonly:
+
+   companies/digest_emails
+   companies/email_template
@@ -255,7 +255,7 @@ parameter used to generate all the links.
   This is a known limitation.

 For more information about how to configure domains, check out the :doc:`domain name documentation
-</administration/maintain/domain_names>`.
+</applications/websites/website/configuration/domain_names>`.

 Updating translations within email templates
 --------------------------------------------
@@ -1,7 +1,7 @@
 :nosearch:

 ===================
-Email Communication
+Email communication
 ===================

 .. toctree::
@@ -9,5 +9,7 @@ Email Communication

   email_communication/email_servers
   email_communication/email_domain
-   email_communication/email_template
+   email_communication/azure_oauth
+   email_communication/google_oauth
+   email_communication/mailjet_api
   email_communication/faq
@@ -0,0 +1,293 @@
+=======================================================
+Connect Microsoft Outlook 365 to Odoo using Azure OAuth
+=======================================================
+
+Odoo is compatible with Microsoft's Azure OAuth for Microsoft 365. In order to send and receive
+secure emails from a custom domain, all that is required is to configure a few settings on the
+Azure platform and on the back end of the Odoo database. This configuration works with either a
+personal email address or an address created by a custom domain.
+
+.. seealso::
+   `Microsoft Learn: Register an application with the Microsoft identity platform
+   <https://learn.microsoft.com/azure/active-directory/develop/quickstart-register-app>`_
+
+.. seealso::
+   - :doc:`/applications/general/users/azure`
+   - :doc:`/applications/productivity/calendar/outlook`
+
+Setup in Microsoft Azure Portal
+===============================
+
+Create a new application
+------------------------
+
+To get started, go to `Microsoft's Azure Portal <https://portal.azure.com/>`_. Log in with the
+:guilabel:`Microsoft Outlook Office 365` account if there is one, otherwise log in with the
+personal :guilabel:`Microsoft account`. A user with administrative access to the Azure Settings
+will need to connect and perform the following configuration. Next, navigate to the section
+labeled :guilabel:`Manage Microsoft Entra ID` (formally *Azure Active Directory*).
+
+Now, click on :guilabel:`Add (+)`, located in the top menu, and then select :guilabel:`App
+registration`. On the :guilabel:`Register an application` screen, rename the :guilabel:`Name` to
+`Odoo` or something recognizable. Under the :guilabel:`Supported account types` section select
+:guilabel:`Accounts in any organizational directory (Any Microsoft Entra ID directory - Multitenant)
+and personal Microsoft accounts (e.g. Skype, Xbox)`.
+
+Under the :guilabel:`Redirect URL` section, select :guilabel:`Web` as the platform, and then input
+`https://<odoo base url>/microsoft_outlook/confirm` in the :guilabel:`URL` field. The Odoo base URL
+is the canonical domain at which your Odoo instance can be reached in the URL field.
+
+.. example::
+   *mydatabase.odoo.com*, where *mydatabase* is the actual prefix of the database's subdomain,
+   assuming it's hosted on Odoo.com
+
+After the URL has been added to the field, :guilabel:`Register` the application so it is created.
+
+API permissions
+---------------
+
+The :guilabel:`API permissions` should be set next. Odoo will need specific API permissions to be
+able to read (IMAP) and send (SMTP) emails in the Microsoft 365 setup. First, click the
+:guilabel:`API permissions` link, located in the left menu bar. Next, click on the :guilabel:`(+)
+Add a Permission` button and select :guilabel:`Microsoft Graph` under :guilabel:`Commonly Used
+Microsoft APIs`. After, select the :guilabel:`Delegated Permissions` option.
+
+In the search bar, search for the following :guilabel:`Delegated permissions` and click
+:guilabel:`Add permissions` for each one:
+
+- :guilabel:`SMTP.Send`
+- :guilabel:`IMAP.AccessAsUser.All`
+
+.. note::
+   The :guilabel:`User.Read` permission will be added by default.
+
+.. image:: azure_oauth/permissions.png
+   :align: center
+   :alt: API permissions needed for Odoo integration are listed under the Microsoft Graph.
+
+Assign users and groups
+=======================
+
+After adding the API permissions, navigate back to the :guilabel:`Overview` of the
+:guilabel:`Application` in the top of the left sidebar menu.
+
+Now, add users to this application. Under the :guilabel:`Essentials` overview table, click on the
+link labeled :guilabel:`Managed Application in Local Directory`, or the last option on the bottom
+right-hand side of the table.
+
+.. image:: azure_oauth/managed-application.png
+   :align: center
+   :alt: Add users/groups by clicking the Managed application in local directory link for the
+         created application.
+
+In the left sidebar menu, select :guilabel:`Users and Groups`. Next, click on :guilabel:`(+) Add
+User/Group`. Depending on the account, either a :guilabel:`Group` and a :guilabel:`User` can be
+added, or only :guilabel:`Users`. Personal accounts will only allow for :guilabel:`Users` to be
+added.
+
+Under :guilabel:`Users` or :guilabel:`Groups`, click on :guilabel:`None Selected` and add the users
+or group of users that will be sending emails from the :guilabel:`Microsoft account` in Odoo.
+:guilabel:`Add` the users/groups, click :guilabel:`Select`, and then :guilabel:`Assign` them to the
+application.
+
+Create credentials
+------------------
+
+Now that the Microsoft Azure app is set up, credentials need to be created for the Odoo setup.
+These include the :guilabel:`Client ID` and :guilabel:`Client Secret`. To start, the
+:guilabel:`Client ID` can be copied from the :guilabel:`Overview` page of the app. The
+:guilabel:`Client ID` or :guilabel:`Application ID` is located under the :guilabel:`Display Name`
+in the :guilabel:`Essentials` overview of the app.
+
+.. image:: azure_oauth/application-id.png
+   :align: center
+   :alt: Application/Client ID located in the Overview of the app.
+
+Next, the :guilabel:`Client Secret Value` needs to be retrieved. To get this value, click on
+:guilabel:`Certificates & Secrets` in the left sidebar menu. Then, a :guilabel:`Client Secret`
+needs to be produced. In order to do this, click on the :guilabel:`(+) New Client Secret` button.
+
+A window on the right will populate with a button labeled :guilabel:`Add a client secret`. Under
+:guilabel:`Description`, type in `Odoo Fetchmail` or something recognizable, and then set the
+:guilabel:`expiration date`.
+
+.. important::
+   A new :guilabel:`Client Secret` will need to be produced and configured if the first one
+   expires. In this event, there could be an interruption of service, so the expiration date should
+   be noted and set to the furthest possible date.
+
+Next, click on :guilabel:`Add` when these two values are entered. A :guilabel:`Client Secret Value`
+and :guilabel:`Secret ID` will be created. It is important to copy the :guilabel:`Value` or
+:guilabel:`Client Secret Value` into a notepad as it will become encrypted after leaving this page.
+The :guilabel:`Secret ID` is not needed.
+
+.. image:: azure_oauth/secretvalue.png
+   :align: center
+   :alt: Client Secret Value or Value in the app's credentials.
+
+After these steps, the following items should be ready to be set up in Odoo:
+
+- A client ID (:guilabel:`Client ID` or :guilabel:`Application ID`)
+- A client secret (:guilabel:`Value` or :guilabel:`Client Secret Value`)
+
+This completes the setup on the :guilabel:`Microsoft Azure Portal` side.
+
+Setup in Odoo
+=============
+
+Enter Microsoft Outlook credentials
+-----------------------------------
+
+First, open the Odoo database and navigate to the :guilabel:`Apps` module. Then, remove the
+:guilabel:`Apps` filter from the search bar and type in `Outlook`. After that, install the module
+called :guilabel:`Microsoft Outlook`.
+
+Next, navigate to :menuselection:`Settings --> General Settings`, and under the :guilabel:`Discuss`
+section, ensure that the checkbox for :guilabel:`Custom Email Servers` is checked. This populates
+a new option for :guilabel:`Outlook Credentials`.
+
+:guilabel:`Save` the progress.
+
+Then, copy and paste the :guilabel:`Client ID` (Application ID) and :guilabel:`Client Secret
+(Client Secret Value)` into the respective fields and :guilabel:`Save` the settings.
+
+.. image:: azure_oauth/outlookcreds.png
+   :align: center
+   :alt: Outlook Credentials in Odoo General Settings.
+
+Configure outgoing email server
+-------------------------------
+
+On the :guilabel:`General Settings` page, under the :guilabel:`Custom Email Servers` setting,
+click the :guilabel:`Outgoing Email Servers` link to configure the Microsoft account.
+
+Then, create a new email server and check the box for :guilabel:`Outlook`. Next, fill in the
+:guilabel:`Name` (it can be anything) and the Microsoft Outlook email :guilabel:`Username`.
+
+If the :guilabel:`From Filter` field is empty, enter either a :ref:`domain or email address
+<email_communication/default>`.
+
+Then, click on :guilabel:`Connect your Outlook account`.
+
+A new window from Microsoft opens to complete the :guilabel:`authorization process`. Select the
+appropriate email address that is being configured in Odoo.
+
+.. image:: azure_oauth/verify-outlook.png
+   :align: center
+   :alt: Permission page to grant access between newly created app and Odoo.
+
+Then, allow Odoo to access the Microsoft account by clicking on :guilabel:`Yes`. After this, the
+page will navigate back to the newly configured :guilabel:`Outgoing Mail Server` in Odoo. The
+configuration automatically loads the :guilabel:`token` in Odoo, and a tag stating
+:guilabel:`Outlook Token Valid` appears in green.
+
+.. image:: azure_oauth/outlook-token.png
+   :align: center
+   :alt: Valid Outlook Token indicator.
+
+Finally, click :guilabel:`Test Connection`. A confirmation message should appear. The Odoo database
+can now send safe, secure emails through Microsoft Outlook using OAuth authentication.
+
+.. _azure_oauth/notifications:
+
+Configuration with a single outgoing mail server
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Configuring a single outgoing server is the simplest configuration available for Microsoft Azure
+and it doesn't require extensive access rights for the users in the database.
+
+A generic email address would be used to send emails for all users within the database. For example
+it could be structured with a `notifications` alias (`notifications@example.com`) or `contact` alias
+(`contact@example.com`). This address must be set as the :guilabel:`FROM Filtering` on the server.
+This address must also match the `{mail.default.from}@{mail.catchall.domain}` key combination in the
+system parameters.
+
+.. seealso::
+   For more information on the from filter visit: :ref:`email_communication/default`.
+
+.. note::
+   The :guilabel:`System Parameters` can be accessed by activating :ref:`developer-mode` in the
+   :menuselection:`Settings --> Technical --> Parameters --> System Parameters` menu.
+
+When using this configuration, every email that is sent from the database will use the address of
+the configured `notification` mailbox. However it should be noted that the name of the sender will
+appear but their email address will change:
+
+.. image:: azure_oauth/from-name-remain.png
+   :align: center
+   :alt: Name from real sender with static email.
+
+.. example::
+   Single outgoing mail server configuration:
+
+   - Outgoing mail server **username** (login) = `notifications@example.com`
+   - Outgoing mail server :guilabel:`FROM Filtering` = `notifications@example.com`
+   - `mail.catchall.domain` in system parameters = `example.com`
+   - `mail.default.from` in system parameters = `notifications`
+
+User-specific (multiple user) configuration
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+In addition to a generic email server, individual email servers can be set up for users in a
+database. These email addresses must be set as the :guilabel:`FROM Filtering` on each individual
+server for this configuration to work.
+
+This configuration is the more difficult of the two Microsoft Azure configurations, in that it
+requires all users configured with email servers to have access rights to settings in order to
+establish a connection to the email server.
+
+Setup
+*****
+
+Each user should have a separate email server set up. The :guilabel:`FROM Filtering` should be set
+so that only the user's email is sent from that server. In other words, only a user with an email
+address that matches the set :guilabel:`FROM Filtering` is able to use this server.
+
+.. seealso::
+   For more information on the from filter visit: :ref:`email_communication/default`.
+
+A :ref:`fallback server <azure_oauth/notifications>` must be setup to allow for the sending of
+:guilabel:`notifications`. The :guilabel:`FROM Filtering` for this server should have the value of
+the `{mail.default.from}@{mail.catchall.domain}`.
+
+.. note::
+   The :guilabel:`System Parameters` can be accessed by activating :ref:`developer-mode` in the
+   :menuselection:`Settings --> Technical --> Parameters --> System Parameters` menu.
+
+.. important::
+   The configuration for this transactional email server can work alongside an outgoing mass-mailing
+   email server. The :guilabel:`FROM Filtering` for the mass-mailing email server can remain empty,
+   but it's require to be added in the settings of the *Email Marketing* application.
+
+   .. seealso::
+      For more information on setting the mass-mailing email server visit
+      :ref:`email_communication/mass_mails`.
+
+.. example::
+   Multiple user outgoing mail server configuration:
+
+   - User #1 mailbox
+      - Outgoing mail server #1 **username** (login) = `john@example.com`
+      - Outgoing mail server #1 :guilabel:`FROM Filtering` = `john@example.com`
+   - User #2 mailbox
+      - Outgoing mail server #2 **username** (login) = `jane@example.com`
+      - Outgoing mail server #2 :guilabel:`FROM Filtering` = `jane@example.com`
+   - Notifications mailbox
+      - Outgoing mail server #3 **username** (login) = `notifications@example.com`
+      - Outgoing mail server #3 :guilabel:`FROM Filtering` = `notifications@example.com`
+   - System Parameters
+      - `mail.catchall.domain` in system parameters = `example.com`
+      - `mail.default.from` in system parameters = `notifications`
+
+Configure incoming email server
+-------------------------------
+
+The incoming account should be configured in a similar way to the outgoing email account. Navigate
+to the :guilabel:`Incoming Mail Servers` in the :guilabel:`Technical Menu` and :guilabel:`Create` a
+new configuration. Check or Select the button next to :guilabel:`Outlook Oauth Authentication` and
+enter the :guilabel:`Microsoft Outlook username`.  Click on :guilabel:`Connect your Outlook
+account`. Odoo will state: :guilabel:`Outlook Token Valid` Now :guilabel:`Test and Confirm` the
+account. The account should be ready to receive email to the Odoo database.
+
+.. seealso::
+   :doc:`email_servers`
@@ -65,8 +65,8 @@ record in Odoo. Reference the SMTP data of the external email server. Once all t
 been filled out, click :guilabel:`Test Connection`.

 .. seealso::
-   - :doc:`/administration/maintain/google_oauth`
-   - :doc:`/administration/maintain/azure_oauth`
+   - :doc:`google_oauth`
+   - :doc:`azure_oauth`

 .. note::
   Ensuring the outgoing domain has :abbr:`SPF (Sender Policy Framework)`, :abbr:`DKIM (DomainKeys
@@ -178,7 +178,7 @@ Set up different dedicated servers for transactional and mass emails

 In Odoo a separate email server can be used for transactional emails and mass
 mailings. Example: Use Postmark or SendinBlue for transactional emails, and Amazon SES, Mailgun,
-Sendgrid or :doc:`Mailjet </administration/maintain/mailjet_api>` for mass mailings.
+Sendgrid or :doc:`Mailjet <mailjet_api>` for mass mailings.

 .. important::
   A default outgoing email server is already configured. Do not create an alternative one unless a
@@ -0,0 +1,219 @@
+========================================
+Connect Gmail to Odoo using Google OAuth
+========================================
+
+Odoo is compatible with Google's OAuth for Gmail. In order to send secure emails from a custom
+domain, all that is required is to configure a few settings on Google's *Workspace* platform, as
+well as on the back end of the Odoo database. This configuration works by using either a personal
+email address or an address created by a custom domain.
+
+.. tip::
+   For more information, visit `Google's documentation
+   <https://support.google.com/cloud/answer/6158849>`_ on setting up OAuth.
+
+.. seealso::
+   - :doc:`/applications/general/users/google`
+   - :doc:`/applications/productivity/calendar/google`
+
+Setup in Google
+===============
+
+Create a new project
+--------------------
+
+To get started, go to the `Google API Console <https://console.developers.google.com>`_. Log in
+with your *Google Workspace* account if you have one, otherwise log in with your personal Gmail
+account (this should match the email address you want to configure in Odoo).
+
+After that, click on :guilabel:`Create Project`, located on the far right of the :guilabel:`OAuth
+consent screen`. If a project has already been created in this account, then the :guilabel:`New
+Project` option will be located on the top right under the :guilabel:`Select a project` drop-down
+menu.
+
+On the :menuselection:`New Project` screen, rename the :guilabel:`Project name` to `Odoo` and
+browse for the :guilabel:`Location`. Set the :guilabel:`Location` as the *Google Workspace
+organization*. If you are using a personal Gmail account, then leave the :guilabel:`Location` as
+:guilabel:`No Organization`.
+
+.. image:: google_oauth/new-project.png
+   :align: center
+   :alt: Project Name and Location for Google OAuth.
+
+Click on :guilabel:`Create` to finish this step.
+
+OAuth consent screen
+--------------------
+
+If the page doesn't redirect to the :menuselection:`User Type` options, click on :guilabel:`OAuth
+consent screen` in the left menu.
+
+Under :guilabel:`User Type` options, select the appropriate :guilabel:`User Type`, and then click on
+:guilabel:`Create` again, which will finally navigate to the :menuselection:`Edit app registration`
+page.
+
+.. warning::
+   *Personal* Gmail Accounts are only allowed to be **External** User Type, which means Google may
+   require an approval, or for *Scopes* to be added on. However, using a *Google WorkSpace* account
+   allows for **Internal** User Type to be used.
+
+   Note, as well, that while the API connection is in the *External* testing mode, then no approval is
+   necessary from Google. User limits in this testing mode is set to 100 users.
+
+Edit app registration
+---------------------
+
+Next we will configure the app registration of the project.
+
+On the :guilabel:`OAuth consent screen` step, under the :guilabel:`App information` section, enter
+`Odoo` in the :guilabel:`App name` field. Select the organization's email address under the
+:guilabel:`User support` email field.
+
+Next, under :menuselection:`App Domain --> Authorized domains`, click on :guilabel:`Add Domain` and
+enter `odoo.com`.
+
+After that, under the :guilabel:`Developer contact information` section, enter the organization's
+email address. Google uses this email address to notify the organization about any changes to your
+project.
+
+Next, click on the :guilabel:`Save and Continue` button. Then, skip the :menuselection:`Scopes` page
+by scrolling to the bottom and clicking on :guilabel:`Save and Continue`.
+
+If continuing in testing mode (External), add the email addresses being configured under the
+:guilabel:`Test users` step, by clicking on :guilabel:`Add Users`, and then the :guilabel:`Save and
+Continue` button. A summary of the app registration appears.
+
+Finally, scroll to the bottom and click on :guilabel:`Back to Dashboard` to finish setting up the
+project.
+
+Create Credentials
+------------------
+
+Now that the project is set up, credentials should be created, which includes the *Client ID* and
+*Client Secret*. First, click on :guilabel:`Credentials` in the left sidebar menu.
+
+Then, click on :guilabel:`Create Credentials` in the top menu and select :guilabel:`OAuth client ID`
+from the dropdown menu.
+
+- Under :guilabel:`Application Type`, select :guilabel:`Web Application` from the dropdown menu.
+- In the :guilabel:`Name` field, enter `Odoo`.
+- Under the :guilabel:`Authorized redirect URIs` label, click the button :guilabel:`ADD URI`, and
+  then input `https://yourdbname.odoo.com/google_gmail/confirm` in the :guilabel:`URIs 1` field.
+  Be sure to replace the *yourdbname* part of the URL with the actual Odoo database name.
+- Next, click on :guilabel:`Create` to generate an OAuth :guilabel:`Client ID` and :guilabel:`Client
+  Secret`. Finally, copy each generated value for later use when configuring in Odoo, and then
+  navigate to the Odoo database.
+
+.. image:: google_oauth/client-credentials.png
+   :align: center
+   :alt: Client ID and Client Secret for Google OAuth.
+
+Setup in Odoo
+=============
+
+Enter Google Credentials
+------------------------
+
+First, open Odoo and navigate to the :guilabel:`Apps` module. Then, remove the :guilabel:`Apps`
+filter from the search bar and type in `Google`. Install the module called :guilabel:`Google
+Gmail`.
+
+Next, navigate to :menuselection:`Settings --> General Settings`, and under the :guilabel:`Discuss`
+section, ensure that the checkbox for :guilabel:`Custom Email Servers` or :guilabel:`External Email
+Servers` is checked. This populates a new option for :guilabel:`Gmail Credentials` or :guilabel:`Use
+a Gmail Sever`. Then, copy and paste the respective values into the :guilabel:`Client ID` and
+:guilabel:`Client Secret` fields and :guilabel:`Save` the settings.
+
+Configure outgoing email server
+-------------------------------
+
+To configure the external Gmail account, return to the top of the :guilabel:`Custom Email Servers`
+setting and then click the :guilabel:`Outgoing Email Servers` link.
+
+.. image:: google_oauth/outgoing-servers.png
+   :align: center
+   :alt: Configure Outgoing Email Servers in Odoo.
+
+Then, click on :guilabel:`New` or :guilabel:`Create` to create a new email server, and fill in the
+:guilabel:`Name`, :guilabel:`Description`, and the email :guilabel:`Username` (if required).
+
+Next, click on :guilabel:`Gmail OAuth Authentication` or :guilabel:`Gmail` (under the
+:guilabel:`Authenticate with` or :guilabel:`Connection` section). Finally, click on
+:guilabel:`Connect your Gmail Account`.
+
+A new window labeled :guilabel:`Google` opens to complete the authorization process. Select the
+appropriate email address that is being configured in Odoo.
+
+If the email address is a personal account, then an extra step pops up, so click
+:guilabel:`Continue` to allow the verification and connect the Gmail account to Odoo.
+
+Then, allow Odoo to access the Google account by clicking on :guilabel:`Continue` or
+:guilabel:`Allow`. After that, the page navigates back to the newly configured outgoing email
+server in Odoo. The configuration automatically loads the token in Odoo, and a tag stating
+:guilabel:`Gmail Token Valid` appears in green.
+
+.. image:: google_oauth/green-token.png
+   :align: center
+   :alt: Configure Outgoing Email Servers in Odoo.
+
+Finally, :guilabel:`Test the Connection`. A confirmation message should appear. The Odoo database
+can now send safe, secure emails through Google using OAuth authentication.
+
+Google OAuth FAQ
+================
+
+Production VS Testing Publishing Status
+---------------------------------------
+
+Choosing :guilabel:`Production` as the :guilabel:`Publishing Status` (instead of
+:guilabel:`Testing`) will display the following warning message:
+
+.. image:: google_oauth/published-status.png
+   :align: center
+   :alt: OAuth is Limited to 100 Sensitive Scope Logins.
+
+To correct this warning, navigate to the `Google API Platform
+<https://console.cloud.google.com/apis/credentials/consent>`_. If the :guilabel:`Publishing status`
+is :guilabel:`In Production`, click :guilabel:`Back to Testing` to correct the issue.
+
+No Test Users Added
+-------------------
+
+If no test users are added to the OAuth consent screen, then a 403 access denied error will
+populate.
+
+.. image:: google_oauth/403-error.png
+   :align: center
+   :alt: 403 Access Denied Error.
+
+To correct this error, return to the :guilabel:`OAuth consent screen` under :guilabel:`APIs &
+Services` and add test user(s) to the app. Add the email that you are configuring in Odoo.
+
+Gmail Module not updated
+------------------------
+
+If the *Google Gmail* module in Odoo has not been updated to the latest version, then a
+:guilabel:`Forbidden` error message populates.
+
+.. image:: google_oauth/forbidden-error.png
+   :align: center
+   :alt: Forbidden you don't have the permission to access the requested resource.
+
+To correct this error, go to the :menuselection:`Apps` module and clear out the search terms. Then,
+search for `Gmail` or `Google` and upgrade the :guilabel:`Google Gmail` module. Finally, click
+on the three dots on the upper right of the module and select :guilabel:`Upgrade`.
+
+Application Type
+----------------
+
+When creating the credentials (OAuth *Client ID* and *Client Secret*), if :guilabel:`Desktop App` is
+selected for the :guilabel:`Application Type`, an :guilabel:`Authorization Error` appears.
+
+.. image:: google_oauth/error-400.png
+   :align: center
+   :alt: Error 400 Redirect URI Mismatch.
+
+To correct this error, delete the credentials already created and create new credentials, selecting
+:guilabel:`Web Application` for the :guilabel:`Application Type`. Then, under :guilabel:`Authorized
+redirect URIs`, click :guilabel:`ADD URI` and type:
+`https://yourdbname.odoo.com/google_gmail/confirm` in the field, being sure to replace *yourdbname*
+in the URL with the Odoo database name.
@@ -0,0 +1,217 @@
+===========
+Mailjet API
+===========
+
+Odoo is compatible with Mailjet's :abbr:`API (Application Programming Interface)` for mass mailing.
+Set up a dedicated mass mailing server through Mailjet by configuring settings in the Mailjet
+account and the Odoo database. In some circumstances, settings need to be configured on the custom
+domain's :abbr:`DNS (Domain Name System)` settings as well.
+
+Set up in Mailjet
+=================
+
+Create API credentials
+----------------------
+
+To get started, sign in to the `Mailjet Account Information <https://app.mailjet.com/account>`_
+page. Next, navigate to the :guilabel:`Senders & Domains` section and click on :guilabel:`SMTP and
+SEND API Settings`.
+
+.. image:: mailjet_api/api-settings.png
+   :align: center
+   :alt: SMTP and Send API Settings link in the Senders & Domains section of Mailjet.
+
+Then, copy the :abbr:`SMTP (Simple Mail Transfer Protocol)` configuration settings onto a notepad.
+They can be found under the :guilabel:`Configuration (SMTP only)` section. The :abbr:`SMTP (Simple
+Mail Transfer Protocol)` configuration settings include the server address, the security option
+needed (Use :abbr:`SSL (Secure Sockets Layer)`/:abbr:`TLS (Transport Layer Security)`), and the
+port number. The settings are needed to configure Mailjet in Odoo, which is covered in the
+:ref:`last section <maintain/mailjet-api/odoo-setup>`.
+
+.. seealso::
+   `Mailjet: How can I configure my SMTP parameters?
+   <https://documentation.mailjet.com/hc/articles/360043229473>`_
+
+.. important::
+   Odoo blocks `port 25` on Odoo Online and Odoo.sh databases. :ref:`See reference here
+   <email_servers/restriction>`.
+
+.. image:: mailjet_api/smtp-config.png
+   :align: center
+   :alt: SMTP configuration from Mailjet.
+
+Next, click on the button labeled :guilabel:`Retrieve your API credentials` to retrieve the Mailjet
+API credentials.
+
+Then, click on the eye icon to reveal the :guilabel:`API key`. Copy this key to a notepad, as this
+serves as the :guilabel:`Username` in the Odoo configuration. Next, click on the
+:guilabel:`Generate Secret Key` button to generate the :guilabel:`Secret Key`. Copy this key to a
+notepad, as this serves as the :guilabel:`Password` in the Odoo configuration.
+
+Add verified sender address(es)
+-------------------------------
+
+The next step is to add a sender address or a domain to the Mailjet account settings so that the
+email address or domain is approved to send emails using Mailjet's servers. First, navigate to the
+`Mailjet Account Information <https://app.mailjet.com/account>`_ page. Next, click on the
+:guilabel:`Add a Sender Domain or Address` link under the :guilabel:`Senders & Domains` section.
+
+.. image:: mailjet_api/add-domain-email.png
+   :align: center
+   :alt: Add a sender domain or address in the Mailjet interface.
+
+Determine if a sender's email address or the entire domain needs to be added to the Mailjet
+settings. It may be easier to configure the domain as a whole if :abbr:`DNS (Domain Name System)`
+access is available. Jump to the :ref:`Add a domain <maintain/mailjet-api/add-domain>` section for
+steps on adding the domain.
+
+.. note::
+   Either all email addresses of the Odoo database users who are sending emails using Mailjet's
+   servers need to be configured or the domain(s) of the users' email addresses can be configured.
+
+By default, the email address originally set up in the Mailjet account is added as a trusted
+sender. To add another email address, click on the button labeled :guilabel:`Add a sender address`.
+Then, add the email address that is configured to send from the custom domain.
+
+At minimum the following email addresses should be set up in the provider and verified in Mailjet:
+
+- notifications\@yourdomain.com
+- bounce\@yourdomain.com
+- catchall\@yourdomain.com
+
+.. note::
+   Replace `yourdomain` with the custom domain for the Odoo database. If there isn't one, then use
+   the :guilabel:`mail.catchall.domain` system parameter.
+
+After that, fill out the :guilabel:`Email Information` form, making sure to select the appropriate
+email type: transactional email or mass emails. After completing the form, an activation email is
+sent to the email address and the trusted sender can be activated.
+
+It is recommended to set up the :abbr:`SPF (Sender Policy Framework)`/:abbr:`DKIM (DomainKeys
+Identified Mail)`/:abbr:`DMARC (Domain-based Message Authentication, Reporting, and
+Conformance)` settings on the domain of the sender.
+
+.. seealso::
+   `Mailjet's SPF/DKIM/DMARC documentation <https://documentation.mailjet.com/hc/articles/
+   360042412734-Authenticating-Domains-with-SPF-DKIM>`_
+
+.. important::
+   If the database is not using a custom domain, then in order to verify the sender's address, a
+   temporary alias (of the three email addresses mentioned above) should be set up in Odoo CRM to
+   create a lead. Then, the database is able to receive the verification email and verify the
+   accounts.
+
+.. _maintain/mailjet-api/add-domain:
+
+Add a domain
+------------
+
+By adding an entire domain to the Mailjet account, all the sender addresses related to that domain
+are automatically validated for sending emails using Mailjet servers. First, navigate to the
+`Mailjet Account Information <https://app.mailjet.com/account>`_ page. Next, click on
+:guilabel:`Add a Sender Domain or Address` link under the :guilabel:`Senders & Domains` section.
+Then, click on :guilabel:`Add domain` to add the custom domain.
+
+.. note::
+   The domain needs to be added to the Mailjet account and then validated through the :abbr:`DNS
+   (Domain Name System)`.
+
+After that, fill out the :guilabel:`Add a new Domain` page on Mailjet and click
+:guilabel:`Continue`.
+
+After adding the domain, a validation page will populate. Unless the Odoo database is on-premise
+(in which case, choose :guilabel:`Option 1`), choose :guilabel:`Option 2: Create a DNS Record`.
+Copy the TXT record information to a notepad and then navigate to the domain's :abbr:`DNS (Domain
+Name System)` provider to complete validation.
+
+.. image:: mailjet_api/host-value-dns.png
+   :align: center
+   :alt: The TXT record information to input on the domain's DNS.
+
+Setup in the domain's DNS
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+After getting the TXT record information from the Mailjet account, add a TXT record to the domain's
+:abbr:`DNS (Domain Name System)`. This process varies depending on the :abbr:`DNS (Domain Name
+System)` provider. Consult the provider for specific configuration processes. The TXT record
+information consists of the :guilabel:`Host` and :guilabel:`Value`. Paste these into
+the corresponding fields in the TXT record.
+
+Return to Mailjet account information
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+After adding the TXT record to the domain's :abbr:`DNS (Domain Name System)`, navigate back to the
+Mailjet account. Then, navigate to :menuselection:`Account Information --> Add a Sender Domain or
+Address`, click the gear icon next to :guilabel:`Domain`, and select :guilabel:`Validate`.
+
+This action can also be done by going to the `Sender domains & addresses <https://app.mailjet.com/
+account/sender>`_ page on the Mailjet account information and clicking on :guilabel:`Manage`.
+
+Next, click :guilabel:`Check Now` to validate the TXT record that was added on the domain. A
+success screen will appear if the domain is configured correctly.
+
+.. image:: mailjet_api/check-dns.png
+   :align: center
+   :alt: Check DNS record in Mailjet.
+
+After successfully setting up the domain, there is an option to :guilabel:`Authenticate this domain
+(SPF/DKIM)`. This button populates :abbr:`SPF (Sender Policy Framework)` & :abbr:`DKIM (DomainKeys
+Identified Mail) records to input into the :abbr:`DNS (Domain Name System)` provider.
+
+.. seealso::
+   `Mailjet's SPF/DKIM/DMARC documentation <https://documentation.mailjet.com/hc/articles/
+   360042412734-Authenticating-Domains-with-SPF-DKIM>`_
+
+.. image:: mailjet_api/authenticate.png
+   :align: center
+   :alt: Authenticate the domain with SPF/DKIM records in Mailjet.
+
+.. _maintain/mailjet-api/odoo-setup:
+
+Set up in Odoo
+==============
+
+To complete the setup, navigate to the Odoo database and go to the :guilabel:`Settings`. With
+:ref:`developer-mode` turned on, go to the :menuselection:`Technical Menu --> Email --> Outgoing
+Mail Servers`. Then, create a new outgoing server configuration by clicking on the
+:guilabel:`Create` button.
+
+Next, input the `SMTP server` (in-v3.mailjet.com), `port number` (587 or 465), and `Security
+(SSL/TLS)` that was copied earlier from the Mailjet account. They can also be found `here
+<https://app.mailjet.com/account/setup>`_. It is recommended to use :abbr:`SSL (Secure Sockets
+Layer)`/:abbr:`TLS (Transport Layer Security)` even though Mailjet may not require it.
+
+For the :guilabel:`Username`, input the :guilabel:`API KEY`. For the :guilabel:`Password`, input
+the :guilabel:`SECRET KEY` that was copied from the Mailjet account to the notepad earlier. These
+settings can be found on :menuselection:`Mailjet -->  Account Settings --> SMTP and SEND API
+Settings`.
+
+Then, if the Mailjet server is used for mass emailing, set the :guilabel:`Priority` value higher
+than that of any transactional email server(s). Finally, save the settings and :guilabel:`Test the
+Connection`.
+
+.. image:: mailjet_api/server-settings.png
+   :align: center
+   :alt: Odoo outgoing email server settings.
+
+.. important::
+   In order for the notifications feature to work using Mailjet, there are three settings that need
+   to be set in Odoo.
+
+   #. The :guilabel:`From Filter` needs to be set on the server configuration. It is recommended
+      to set it as a domain and not a full email address. It should match the domain in the two
+      proceeding steps. More information can be referenced :ref:`here
+      <email_communication/from_filter>`.
+   #. The :guilabel:`mail.default.from` system parameter must have the value
+      `notifications\@yourdomain.com`.
+   #. The :guilabel:`mail.default.from_filter` system parameter must have the value
+      `yourdomain.com`. Replace `yourdomain` with the custom domain for the Odoo database. If there
+      isn't one, then use the :guilabel:`mail.catchall.domain` system parameter.
+
+   For more information see :ref:`Using a default email address <email_communication/default>`.
+
+   The :guilabel:`System Parameters` can be accessed by activating the :ref:`developer mode
+   <developer-mode>`.
+
+Once the setup is complete, the Odoo database is ready to use the Mailjet email server for mass
+mailing or transactional emails!
@@ -1,411 +0,0 @@
-======================
-Export and import data
-======================
-
-.. _export-data:
-
-Export data from Odoo
-=====================
-
-When working with a database, it sometimes is necessary to export your data in a distinct file.
-Doing so can help to do reporting over your activities (even if Odoo offers a precise and easy
-reporting tool with each available application).
-
-With Odoo, you can export the values from any field in any record. To do so,
-activate the list view on the items that need to be exported, click on *Action*, and, then,
-on *Export*.
-
-.. image:: export_import_data/list-view-export.png
-   :align: center
-   :alt: view of the different things to enable/click to export data
-
-Pretty simple, this action still comes with some specificities. In fact,
-when clicking on *Export*, a pop-up window appears with several
-options for the data to export:
-
-.. image:: export_import_data/export-data-overview.png
-   :align: center
-   :alt: overview of all the options to take into account when exporting data in Odoo
-
-#. With the *I want to update data* option ticked, the system only
-   shows the fields which can be imported. This is very helpful in
-   case you want to update existing records. Basically, this works
-   like a filter. Leaving the box unticked gives way more field
-   options because it shows all the fields, not just the ones which
-   can be imported.
-#. When exporting, you can choose between two formats: .csv and .xls.
-   With .csv, items are separated with a comma, while .xls holds information about all the
-   worksheets in a file, including both content and formatting.
-#. Those are the items you may want to export. Use the arrows to display
-   more sub-field options. Of course, you can use the search bar to
-   find specific fields more easily. To use the search option more
-   efficiently, display all the fields by clicking on all the
-   arrows!
-#. The + button is there to add fields to the "to export" list.
-#. The "handles" next to the selected fields allow you to move the fields up and down to
-   change the order in which they must be displayed in the exported
-   file.
-#. The trashcan is there if you need to remove fields.
-#. For recurring reports, it might be interesting to save export presets.
-   Select all the needed ones and click on the template bar.
-   There, click on *New template* and give a name to yours. The
-   next time you need to export the same list, simply select the
-   related template.
-
-.. tip::
-   It’s good to keep the field’s external identifier in mind. For example,
-   *Related Company* is equal to *parent_id*. Doing so helps export
-   only what you would like to import next.
-
-.. _import-data:
-
-Import data into Odoo
-=====================
-
-How to start
------------
-
-You can import data on any Odoo's business object using either Excel
-(.xlsx) or CSV (.csv) formats:
-contacts, products, bank statements, journal entries and even orders!
-
-Open the view of the object you want to populate and click on :menuselection:`Favorites --> Import
-records`.
-
-.. image:: export_import_data/import_button.png
-   :align: center
-
-There you are provided with templates you can easily populate
-with your own data. Such templates can be imported in one click;
-The data mapping is already done.
-
-How to adapt the template
-------------------------
-
-* Add, remove and sort columns to fit at best your data structure.
-* We advise to not remove the **ID** one (see why in the next section).
-* Set a unique ID to every single record by dragging down the ID sequencing.
-
-.. image:: export_import_data/dragdown.gif
-   :align: center
-
-* When you add a new column, Odoo might not be able to map it automatically if its
-  label doesn't fit any field in Odoo. Don't worry! You can map
-  new columns manually when you test the import. Search the list for the
-  corresponding field.
-
-    .. image:: export_import_data/field_list.png
-       :align: center
-
-  Then, use this field's label in your file in order to make it work
-  straight on the very next time.
-
-How to import from another application
--------------------------------------
-
-In order to re-create relationships between different records,
-you should use the unique identifier from the original application
-and map it to the **ID** (External ID) column in Odoo.
-When you import another record that links to the first one,
-use **XXX/ID** (XXX/External ID) to the original unique identifier.
-You can also find this record using its name but you will be stuck
-if at least 2 records have the same name.
-
-The **ID** will also be used to update the original import
-if you need to re-import modified data later,
-it's thus good practice to specify it whenever possible.
-
-
-I cannot find the field I want to map my column to
--------------------------------------------------
-
-Odoo tries to find with some heuristic, based on the first ten lines of
-the files, the type of field for each column inside your file.
-For example if you have a column only containing numbers,
-only the fields that are of type *Integer* will be displayed for you
-to choose from.
-While this behavior might be good and easy for most cases,
-it is also possible that it goes wrong or that you want to
-map your column to a field that is not proposed by default.
-
-If that happens, you just have to check the
-** Show fields of relation fields (advanced)** option,
-you will then be able to choose from the complete list of fields for each column.
-
-.. image:: export_import_data/field_list.png
-   :align: center
-
-Where can I change the date import format?
------------------------------------------
-
-Odoo can automatically detect if a column is a date, and it will try to guess the date format from a
-set of most commonly used date formats. While this process can work for many date formats, some date
-formats will not be recognized. This can cause confusion due to day-month inversions; it is
-difficult to guess which part of a date format is the day and which part is the month in a date such
-as '01-03-2016'.
-
-To view which date format Odoo has found from your file you can check the **Date Format** that is
-shown when clicking on **Options** under the file selector. If this format is incorrect you can
-change it to your liking using the *ISO 8601* to define the format.
-
-.. note::
-   If you are importing an excel (.xls, .xlsx) file, you can use date cells to store dates as the
-   display of dates in excel is different from the way it is stored. That way you will be sure that
-   the date format is correct in Odoo whatever your locale date format is.
-
-Can I import numbers with currency sign (e.g.: $32.00)?
-------------------------------------------------------
-
-Yes, we fully support numbers with parenthesis to represent negative sign as well as numbers with
-currency sign attached to them. Odoo also automatically detect which thousand/decimal separator you
-use (you can change those under **options**). If you use a currency symbol that is not known to
-Odoo, it might not be recognized as a number though and it will crash.
-
-Examples of supported numbers (using thirty-two thousands as an example):
-
- 32.000,00
- 32000,00
- 32,000.00
- -32000.00
- (32000.00)
- $ 32.000,00
- (32000.00 €)
-
-Example that will not work:
-
- ABC 32.000,00
- $ (32.000,00)
-
-What can I do when the Import preview table isn't displayed correctly?
----------------------------------------------------------------------
-
-By default the Import preview is set on commas as field separators and quotation marks as text
-delimiters. If your csv file does not have these settings, you can modify the File Format Options
-(displayed under the Browse CSV file bar after you select your file).
-
-Note that if your CSV file has a tabulation as separator, Odoo will not detect the separations. You
-will need to change the file format options in your spreadsheet application. See the following
-question.
-
-How can I change the CSV file format options when saving in my spreadsheet application?
---------------------------------------------------------------------------------------
-
-If you edit and save CSV files in spreadsheet applications, your computer's regional settings will
-be applied for the separator and delimiter. We suggest you use OpenOffice or LibreOffice Calc as
-they will allow you to modify all three options (in :menuselection:`'Save As' dialog box --> Check the
-box 'Edit filter settings' --> Save`).
-
-Microsoft Excel will allow you to modify only the encoding when saving (in :menuselection:`'Save As'
-dialog box --> click 'Tools' dropdown list --> Encoding tab`).
-
-What's the difference between Database ID and External ID?
----------------------------------------------------------
-
-Some fields define a relationship with another object. For example, the country of a contact is a
-link to a record of the 'Country' object. When you want to import such fields, Odoo will have to
-recreate links between the different records. To help you import such fields, Odoo provides three
-mechanisms. You must use one and only one mechanism per field you want to import.
-
-For example, to reference the country of a contact, Odoo proposes you 3 different fields to import:
-
- Country: the name or code of the country
- Country/Database ID: the unique Odoo ID for a record, defined by the ID postgresql column
- Country/External ID: the ID of this record referenced in another application (or the .XML file
-  that imported it)
-
-For the country Belgium, you can use one of these 3 ways to import:
-
- Country: Belgium
- Country/Database ID: 21
- Country/External ID: base.be
-
-According to your need, you should use one of these 3 ways to reference records in relations. Here
-is when you should use one or the other, according to your need:
-
- Use Country: This is the easiest way when your data come from CSV files that have been created
-  manually.
- Use Country/Database ID: You should rarely use this notation. It's mostly used by developers as
-  it's main advantage is to never have conflicts (you may have several records with the same name,
-  but they always have a unique Database ID)
- Use Country/External ID: Use External ID when you import data from a third party application.
-
-When you use External IDs, you can import CSV files with the "External ID" column to define the
-External ID of each record you import. Then, you will be able to make a reference to that record
-with columns like "Field/External ID". The following two CSV files give you an example for Products
-and their Categories.
-
-:download:`CSV file for categories
-<export_import_data/External_id_3rd_party_application_product_categories.csv>`.
-
-:download:`CSV file for Products
-<export_import_data/External_id_3rd_party_application_products.csv>`.
-
-What can I do if I have multiple matches for a field?
-----------------------------------------------------
-
-If for example you have two product categories with the child name "Sellable" (ie. "Misc.
-Products/Sellable" & "Other Products/Sellable"), your validation is halted but you may still import
-your data. However, we recommend you do not import the data because they will all be linked to the
-first 'Sellable' category found in the Product Category list ("Misc. Products/Sellable"). We
-recommend you modify one of the duplicates' values or your product category hierarchy.
-
-However if you do not wish to change your configuration of product categories, we recommend you use
-make use of the external ID for this field 'Category'.
-
-How can I import a many2many relationship field (e.g. a customer that has multiple tags)?
-----------------------------------------------------------------------------------------
-
-The tags should be separated by a comma without any spacing. For example, if you want your customer
-to be linked to both tags 'Manufacturer' and 'Retailer' then you will encode "Manufacturer,Retailer"
-in the same column of your CSV file.
-
-:download:`CSV file for Manufacturer, Retailer <export_import_data/m2m_customers_tags.csv>`
-
-
-How can I import a one2many relationship (e.g. several Order Lines of a Sales Order)?
-------------------------------------------------------------------------------------
-
-If you want to import sales order having several order lines; for each order line, you need to
-reserve a specific row in the CSV file. The first order line will be imported on the same row as the
-information relative to order. Any additional lines will need an additional row that does not have
-any information in the fields relative to the order. As an example, here is
-``purchase.order_functional_error_line_cant_adpat.CSV`` file of some quotations you can import,
-based on demo data.
-
-:download:`File for some Quotations <export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`.
-
-The following CSV file shows how to import purchase orders with their respective purchase order
-lines:
-
-:download:`Purchase orders with their respective purchase order lines <export_import_data/o2m_purchase_order_lines.csv>`.
-
-The following CSV file shows how to import customers and their respective contacts:
-
-:download:`Customers and their respective contacts <export_import_data/o2m_customers_contacts.csv>`.
-
-Can I import several times the same record?
-------------------------------------------
-
-If you import a file that contains one of the column "External ID" or "Database ID", records that
-have already been imported will be modified instead of being created. This is very useful as it
-allows you to import several times the same CSV file while having made some changes in between two
-imports. Odoo will take care of creating or modifying each record depending if it's new or not.
-
-This feature allows you to use the Import/Export tool of Odoo to modify a batch of records in your
-favorite spreadsheet application.
-
-What happens if I do not provide a value for a specific field?
--------------------------------------------------------------
-
-If you do not set all fields in your CSV file, Odoo will assign the default value for every non
-defined fields. But if you set fields with empty values in your CSV file, Odoo will set the EMPTY
-value in the field, instead of assigning the default value.
-
-How to export/import different tables from an SQL application to Odoo?
----------------------------------------------------------------------
-
-If you need to import data from different tables, you will have to recreate relations between
-records belonging to different tables. (e.g. if you import companies and persons, you will have to
-recreate the link between each person and the company they work for).
-
-To manage relations between tables, you can use the "External ID" facilities of Odoo. The "External
-ID" of a record is the unique identifier of this record in another application. This "External ID"
-must be unique across all the records of all objects, so it's a good practice to prefix this
-"External ID" with the name of the application or table. (like 'company_1', 'person_1' instead of
-'1')
-
-As an example, suppose you have a SQL database with two tables you want to import: companies and
-persons. Each person belong to one company, so you will have to recreate the link between a person
-and the company he work for. (If you want to test this example, here is a :download:`dump of such a
-PostgreSQL database <export_import_data/database_import_test.sql>`)
-
-We will first export all companies and their "External ID". In PSQL, write the following command:
-
-.. code-block:: sh
-
-   > copy (select 'company_'||id as "External ID",company_name as "Name",'True' as "Is a Company" from companies) TO '/tmp/company.csv' with CSV HEADER;
-
-This SQL command will create the following CSV file:
-
-.. code-block:: text
-
-   External ID,Name,Is a Company
-   company_1,Bigees,True
-   company_2,Organi,True
-   company_3,Boum,True
-
-To create the CSV file for persons, linked to companies, we will use the following SQL command in PSQL:
-
-.. code-block:: sh
-
-    > copy (select 'person_'||id as "External ID",person_name as "Name",'False' as "Is a Company",'company_'||company_id as "Related Company/External ID" from persons) TO '/tmp/person.csv' with CSV
-
-It will produce the following CSV file:
-
-.. code-block:: text
-
-   External ID,Name,Is a Company,Related Company/External ID
-   person_1,Fabien,False,company_1
-   person_2,Laurence,False,company_1
-   person_3,Eric,False,company_2
-   person_4,Ramsy,False,company_3
-
-As you can see in this file, Fabien and Laurence are working for the Bigees company (company_1) and
-Eric is working for the Organi company. The relation between persons and companies is done using the
-External ID of the companies. We had to prefix the "External ID" by the name of the table to avoid a
-conflict of ID between persons and companies (person_1 and company_1 who shared the same ID 1 in the
-original database).
-
-The two files produced are ready to be imported in Odoo without any modifications. After having
-imported these two CSV files, you will have 4 contacts and 3 companies. (the firsts two contacts are
-linked to the first company). You must first import the companies and then the persons.
-
-How to adapt an import template
-===============================
-
-Import templates are provided in the import tool of the most common data to
-import (contacts, products, bank statements, etc.).
-You can open them with any spreadsheets software (Microsoft Office,
-OpenOffice, Google Drive, etc.).
-
-How to customize the file
-=========================
-
-* Remove columns you don't need. We advise to not remove the *ID* one (see
-  why here below).
-* Set a unique ID to every single record by dragging down the ID sequencing.
-
-  .. image:: export_import_data/dragdown.gif
-     :align: center
-
-* When you add a new column, Odoo might not be able to map it automatically if its
-  label doesn't fit any field of the system.
-  If so, find the corresponding field using the search.
-
-    .. image:: export_import_data/field_list.png
-       :align: center
-
-  Then, use the label you found in your import template in order to make it work
-  straight away the very next time you try to import.
-
-Why an “ID” column
-==================
-
-The **ID** (External ID) is an unique identifier for the line item.
-Feel free to use the one of your previous software to ease the transition to Odoo.
-
-Setting an ID is not mandatory when importing but it helps in many cases:
-
-* Update imports: you can import the same file several times without creating duplicates;
-* Import relation fields (see here below).
-
-How to import relation fields
-=============================
-
-An Odoo object is always related to many other objects (e.g. a product is linked
-to product categories, attributes, vendors, etc.). To import those relations you need to
-import the records of the related object first from their own list menu.
-
-You can do it using either the name of the related record or its ID. The ID is expected when
-two records have the same name. In such a case add " / ID" at the end of the column title
-(e.g. for product attributes: Product Attributes / Attribute / ID).
@@ -1,6 +0,0 @@
-External ID,Name,Parent Category/External ID
-a1,Expenses,product.product_category_all
-a2,Other Products,product.product_category_all
-a3,Sellable Products,product.product_category_all
-a4,Tables,a1
-a5,Seating furniture,a2
@@ -1,6 +0,0 @@
-External ID,Name,Internal Reference,Category/External ID,Can be Expensed,Can be Purchased,Can be Sold,Sale Price,Cost,Supply Method,Product Type,Procurement Method
-a6,Aluminum Stool,ALS,a5,False,True,True,49.00,25.00,Buy,Stockable Product,Make to Stock
-a7,Chair,CHR,a5,False,True,True,89.00,40.00,Buy,Stockable Product,Make to Stock
-a8,Table,TBL,a4,False,True,True,169.00,100.00,Buy,Stockable Product,Make to Stock
-a9,Software Book Tutorial,SBT,a2,False,True,False,19.00,8.00,Buy,Consumable,Make to Stock
-a10,Fuel,FL,a1,True,False,False,0.30,0.25,Buy,Service,Make to Stock
@@ -1,154 +0,0 @@
--
-- PostgreSQL database dump
--
-
-SET statement_timeout = 0;
-SET client_encoding = 'UTF8';
-SET standard_conforming_strings = off;
-SET check_function_bodies = false;
-SET client_min_messages = warning;
-SET escape_string_warning = off;
-
-SET search_path = public, pg_catalog;
-
-SET default_tablespace = '';
-
-SET default_with_oids = false;
-
--
-- Name: companies; Type: TABLE; Schema: public; Owner: fp; Tablespace:
--
-
-CREATE TABLE companies (
-    id integer NOT NULL,
-    company_name character varying
-);
-
-
-ALTER TABLE public.companies OWNER TO fp;
-
--
-- Name: companies_id_seq; Type: SEQUENCE; Schema: public; Owner: fp
--
-
-CREATE SEQUENCE companies_id_seq
-    START WITH 1
-    INCREMENT BY 1
-    NO MAXVALUE
-    NO MINVALUE
-    CACHE 1;
-
-
-ALTER TABLE public.companies_id_seq OWNER TO fp;
-
--
-- Name: companies_id_seq; Type: SEQUENCE OWNED BY; Schema: public; Owner: fp
--
-
-ALTER SEQUENCE companies_id_seq OWNED BY companies.id;
-
-
--
-- Name: companies_id_seq; Type: SEQUENCE SET; Schema: public; Owner: fp
--
-
-SELECT pg_catalog.setval('companies_id_seq', 3, true);
-
-
--
-- Name: persons; Type: TABLE; Schema: public; Owner: fp; Tablespace:
--
-
-CREATE TABLE persons (
-    id integer NOT NULL,
-    company_id integer,
-    person_name character varying
-);
-
-
-ALTER TABLE public.persons OWNER TO fp;
-
--
-- Name: persons_id_seq; Type: SEQUENCE; Schema: public; Owner: fp
--
-
-CREATE SEQUENCE persons_id_seq
-    START WITH 1
-    INCREMENT BY 1
-    NO MAXVALUE
-    NO MINVALUE
-    CACHE 1;
-
-
-ALTER TABLE public.persons_id_seq OWNER TO fp;
-
--
-- Name: persons_id_seq; Type: SEQUENCE OWNED BY; Schema: public; Owner: fp
--
-
-ALTER SEQUENCE persons_id_seq OWNED BY persons.id;
-
-
--
-- Name: persons_id_seq; Type: SEQUENCE SET; Schema: public; Owner: fp
--
-
-SELECT pg_catalog.setval('persons_id_seq', 4, true);
-
-
--
-- Name: id; Type: DEFAULT; Schema: public; Owner: fp
--
-
-ALTER TABLE ONLY companies ALTER COLUMN id SET DEFAULT nextval('companies_id_seq'::regclass);
-
-
--
-- Name: id; Type: DEFAULT; Schema: public; Owner: fp
--
-
-ALTER TABLE ONLY persons ALTER COLUMN id SET DEFAULT nextval('persons_id_seq'::regclass);
-
-
--
-- Data for Name: companies; Type: TABLE DATA; Schema: public; Owner: fp
--
-
-COPY companies (id, company_name) FROM stdin;
-1	Bigees
-2	Organi
-3	Boum
-\.
-
-
--
-- Data for Name: persons; Type: TABLE DATA; Schema: public; Owner: fp
--
-
-COPY persons (id, company_id, person_name) FROM stdin;
-1	1	Fabien
-2	1	Laurence
-3	2	Eric
-4	3	Ramsy
-\.
-
-
--
-- Name: companies_pkey; Type: CONSTRAINT; Schema: public; Owner: fp; Tablespace:
--
-
-ALTER TABLE ONLY companies
-    ADD CONSTRAINT companies_pkey PRIMARY KEY (id);
-
-
--
-- Name: persons_company_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: fp
--
-
-ALTER TABLE ONLY persons
-    ADD CONSTRAINT persons_company_id_fkey FOREIGN KEY (company_id) REFERENCES companies(id);
-
-
--
-- PostgreSQL database dump complete
--
@@ -1,6 +0,0 @@
-Name,Reference,Tags,Customer,Street,City,Country
-Credit & Leasing,3,Services,True,Central Avenue 814,Johannesburg,South Africa
-Services & Finance,5,"Consultancy Services,IT Services",True,Grove Road 5,London,United Kingdom
-Hydra Supplies,6,"Manufacturer,Retailer",True,Palm Street 9,Los Angeles,United States
-Bolts & Screws,8,"Wholesaler,Components Buyer",True,Rua Américo 1000,Campinas,Brazil
-National Parts & Supplies,18,"Manufacturer,Wholesaler",True,Guangdong Way 20,Shenzen,China
@@ -1,9 +0,0 @@
-Name,Is a company,Related company,Address type,Customer,Supplier,Street,ZIP,City,State,Country
-Aurora Shelves,1,,,1,0,25 Pacific Road,95101,San José,CA,United States
-Roger Martins,0,Aurora Shelves,Invoice address,1,0,27 Pacific Road,95102,San José,CA,United States
-House Sales Direct,1,,,1,0,104 Saint Mary Avenue,94059,Redwood,CA,United States
-Yvan Holiday,0,House Sales Direct,Contact,1,0,104 Saint Mary Avenue,94060,Redwood,CA,United States
-Jack Unsworth,0,House Sales Direct,Invoice address,1,0,227 Jackson Road,94061,Redwood,CA,United States
-Michael Mason,0,,,1,0,16 5th Avenue,94104,San Francisco,CA,United States
-International Wood,1,,,1,0,748 White House Boulevard,20004,Washington,DC,United States
-Sharon Pecker,0,International Wood,Invoice address,1,0,755 White House Boulevard,20005,Washington,DC,United States
@@ -1,10 +0,0 @@
-Order Date,Order Reference,Supplier,Destination,Pricelist,Order Lines / Product,Order Lines / Quantity
-2012-12-15,PO00008,ASUSTeK,Stock,Default Purchase Pricelist,ADPT,20
-,,,,,CARD,30
-,,,,,C-Case,40
-2012-12-15,PO00009,Axelor,Stock,Default Purchase Pricelist,CD,5
-,,,,,CPUa8,15
-2012-12-15,PO000010,China Export,Stock,Default Purchase Pricelist,HDD SH-1,10
-,,,,,HDD SH-2,20
-,,,,,LAP-CUS,35
-,,,,,LAP-E5,40
@@ -1,6 +0,0 @@
-"Order Reference","Supplier","Destination","Pricelist","Order Lines / Product","Order Lines / Quantity"
-"PO000020","ASUSTeK","Stock","Default Purchase Pricelist","ADPT",20
-,,,,"CARD",30
-,,,,"C-Case",40
-"PO000021","Axelor","Stock","Default Purchase Pricelist","CD",5
-,,,,"CPUa8",15
@@ -1,192 +0,0 @@
-=====================
-In-app purchase (IAP)
-=====================
-
-.. |IAP| replace:: :abbr:`IAP (In-app purchases)`
-
-In-app purchases (IAP) are optional services that enhance Odoo databases. Each service provides its
-own specific features and functionality. A full list of services is available on the `Odoo IAP
-Catalog <https://iap.odoo.com/iap/all-in-app-services>`_.
-
-.. image:: in_app_purchase/iap.png
-   :align: center
-   :alt: The IAP catalog with various services available on IAP.Odoo.com.
-
-.. example::
-   The :guilabel:`SMS` service sends text messages to contacts directly from the database, and the
-   :guilabel:`Documents Digitization` service digitizes scanned or PDF vendor bills, expenses, and
-   resumes with optical character recognition (OCR) and artificial intelligence (AI).
-
-|IAP| services do **not** need to be configured or set up before use. Odoo users can simply click on
-the service in the app to activate it. However, each service requires its own prepaid credits, and
-when they run out, users **must** :ref:`buy more <iap/buying_credits>` in order to keep using it.
-
-.. note::
-   Users with an Enterprise version of Odoo Online get free credits to test IAP features.
-
-.. _in_app_purchase/portal:
-
-IAP services
-============
-
-|IAP| services are provided by Odoo, as well as third-parties, and have a wide range of uses.
-
-The following |IAP| services are provided by Odoo:
-
- :guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, expenses, and resumes
-  with OCR and AI.
- :guilabel:`Partner Autocomplete`: automatically populates contact records with corporate data.
- :guilabel:`SMS`: sends SMS text messages to contacts directly from the database.
- :guilabel:`Lead Generation`: generates leads based on a set of criteria, and converts web visitors
-  into quality leads and opportunities.
- :guilabel:`Snailmail`: sends customer invoices and follow-up reports by post, worldwide.
-
-For more information on every service currently available, visit the `Odoo IAP Catalog
-<https://iap.odoo.com/iap/all-in-app-services>`_.
-
-Use IAP services
----------------
-
-|IAP| services are automatically integrated with Odoo, and do **not** require users to configure any
-settings. To use a service, simply interact with it wherever it appears in the database.
-
-.. example::
-   The following flow focuses on the *SMS* |IAP| service being used from a contact's record.
-
-   This can be done by clicking the :guilabel:`📱 (phone) SMS` icon within the database.
-
-   .. image:: in_app_purchase/sms-icon.png
-      :align: center
-      :alt: The SMS icon on a typical contact information form located within an Odoo database.
-
-   One way to utilize the *SMS* |IAP| service with Odoo is showcased in the following steps:
-
-   #. Navigate to the :menuselection:`Contacts application`, and click on a contact with a mobile
-      phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the
-      contact form.
-   #. Hover the mouse over the :guilabel:`Phone` or :guilabel:`Mobile` field, and a :guilabel:`📱
-      (phone) SMS` icon appears to the right.
-   #. Click the :guilabel:`📱 (phone) SMS` icon, and a :guilabel:`Send SMS Text Message` pop-up
-      window appears.
-   #. Type a message in the :guilabel:`Message` field of the :guilabel:`Send SMS Text Message`
-      pop-up window. Then, click the :guilabel:`Send SMS` button. Odoo then sends the message, via
-      SMS, to the contact, and logs what was sent in the *chatter* of the contact's form.
-
-   Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| service are automatically
-   deducted from the existing credits. If there are not enough credits to send the message, Odoo
-   prompts the user to purchase more.
-
-.. seealso::
-   For more information on how to use various |IAP| services, and for more in-depth instructions
-   related to SMS functionality in Odoo, review the documentation below:
-
-   - :doc:`Lead mining </applications/sales/crm/acquire_leads/lead_mining>`
-   - :doc:`Enrich your contacts base with Partner Autocomplete
-     </applications/sales/crm/optimize/partner_autocomplete>`
-   - :doc:`SMS essentials </applications/marketing/sms_marketing/essentials/sms_essentials>`
-
-.. _in_app_purchase/credits:
-
-IAP credits
-===========
-
-Every time an |IAP| service is used, the prepaid credits for that service are spent. Odoo prompts
-the purchase of more credits when there are not enough credits left to continue using a service.
-Email alerts can also be set up for when :ref:`credits are low <in_app_purchase/low-credits>`.
-
-Credits are purchased in *Packs* from the `Odoo IAP Catalog
-<https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to each service.
-
-.. example::
-   The `SMS service <https://iap.odoo.com/iap/in-app-services/1>`_ has four packs available, in
-   denominations of:
-
-   - :guilabel:`Starter Pack`: 10 credits
-   - :guilabel:`Standard Pack`: 100 credits
-   - :guilabel:`Advanced Pack`: 500 credits
-   - :guilabel:`Expert Pack`: 1,000 credits
-
-   .. image:: in_app_purchase/packs.png
-      :align: center
-      :alt: Four different packs of credits for the SMS IAP service.
-
-   The number of credits consumed depends on the length of the SMS and the country of destination.
-
-   For more information, refer to the :doc:`SMS Pricing and FAQ
-   </applications/marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
-
-.. _iap/buying_credits:
-
-Buy credits
-----------
-
-If there are not enough credits to perform a task, the database automatically prompts the purchase
-of more credits.
-
-Users can check the current balance of credits for each service, and manually purchase more credits,
-by navigating to the :menuselection:`Settings app --> Search IAP --> View My Services`.
-
-Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the
-database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where
-additional credits can be purchased.
-
-Manually buy credits
-~~~~~~~~~~~~~~~~~~~~
-
-To manually buy credits in Odoo, follow these steps:
-
-#. Go to the :menuselection:`Settings application`.
-#. Type `IAP` in the search bar.
-#. Click :guilabel:`View My Services`.
-
-   .. image:: in_app_purchase/view-services.png
-      :align: center
-      :alt: The Settings app showing the Odoo IAP heading and View My Services button.
-
-#. Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the
-   database. From here, click an |IAP| service to open its :guilabel:`Account Information` page,
-   where additional credits can be purchased.
-#. On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button.
-
-   .. image:: in_app_purchase/account-info.png
-      :align: center
-      :alt: The Account Information page for an IAP service showing the Buy Credit button.
-
-#. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From here, click
-   :guilabel:`Buy` on the desired pack of credits. Then, follow the prompts to enter payment
-   details, and confirm the order.
-
-   .. image:: in_app_purchase/buy-pack.png
-      :align: center
-      :alt: The SMS service page on IAP.Odoo.com with four packs of credits available for purchase.
-
-#. Once the transaction is complete, the credits are available for use in the database.
-
-.. _in_app_purchase/low-credits:
-
-Low-credit notification
-~~~~~~~~~~~~~~~~~~~~~~~
-
-It is possible to be notified when credits are low, in order to avoid running out of credits, while
-using an |IAP| service. To do that, follow this process:
-
-#. Go to the :menuselection:`Settings application`.
-#. Type `IAP` in the search bar.
-#. Click :guilabel:`View My Services`.
-#. The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From
-   here, click on the desired |IAP| account to view that service's :guilabel:`Account Information`
-   page.
-#. On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` box. Doing so reveals
-   two fields on the form: :guilabel:`Threshold` and :guilabel:`Warning Email`.
-
-   .. image:: in_app_purchase/low-credits.png
-      :align: center
-      :alt: Odoo will send an email alert when credits for this service fall below the threshold.
-
-#. In the :guilabel:`Threshold` field, enter an amount of credits Odoo should use as the minimum
-   threshold for this service.
-#. In the :guilabel:`Warning Email` field, enter the email address that should receive the
-   notification.
-
-Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the balance of credits falls
-below the amount listed as the :guilabel:`Threshold`.
@@ -0,0 +1,9 @@
+============
+Integrations
+============
+
+.. toctree::
+
+   integrations/mail_plugins
+   integrations/unsplash
+   integrations/geolocation
@@ -36,4 +36,4 @@ To use it, select :guilabel:`Google Place Map` and enter your :ref:`API Key
   :alt: Google Places API key

 .. seealso::
-   :doc:`../../applications/websites/website/configuration/address_autocomplete`
+   :doc:`/applications/websites/website/configuration/address_autocomplete`
@@ -0,0 +1,57 @@
+:show-content:
+
+============
+Mail Plugins
+============
+
+.. toctree::
+   :titlesonly:
+
+   mail_plugins/outlook
+   mail_plugins/gmail
+
+Mail Plugins are connectors that bridge your mailbox with your Odoo database. With them, you can
+interact with your Odoo database directly from your mailbox by:
+
+- Creating leads and centralizing prospects' emails into the CRM app.
+- Generating tasks in any Odoo project.
+- Creating tickets in the Helpdesk app.
+- Searching and storing insights on your contacts.
+
+Mail Plugins are available for :doc:`Outlook <mail_plugins/outlook>` and :doc:`Gmail
+<mail_plugins/gmail>`.
+
+.. _mail_plugins/pricing:
+
+Pricing
+=======
+
+Mail Plugins are **free** to install and use.
+
+However, they can provide **Lead Enrichment**, which is part of a paid service known as **Lead
+Generation**.
+
+Mail plugins allow you to test Lead Enrichment for free, whether you connect the plugins to a
+database or not. After a while, the plugins ask you to buy :doc:`../../essentials/in_app_purchase`
+credits if you would like to keep using this service.
+
+.. _mail_plugins/lead-generation:
+
+Lead Generation IAP service
+---------------------------
+
+Lead Enrichment uses the *Lead Generation IAP service*. Each request consumes one *Lead Generation
+credit*.
+
+To buy credits, go to :menuselection:`Settings --> CRM --> Lead Enrichment --> Buy credits` and
+select a package.
+
+.. note::
+   - If you are out of credits, the only information populated when clicking on the suggested
+     company is its website link and logo.
+   - Check out the `Lead Generation IAP service Privacy Policy
+     <https://iap.odoo.com/privacy#header_3>`_.
+
+.. seealso::
+   - :doc:`../../essentials/in_app_purchase`
+   - `Odoo Tutorials: Lead Enrichment <https://www.odoo.com/r/p73>`_
@@ -0,0 +1,165 @@
+============
+Gmail Plugin
+============
+
+The *Gmail Plugin* integrates an Odoo database with a Gmail inbox, so users can keep track of all
+their work between Gmail and Odoo, without losing any information.
+
+Odoo Online users
+=================
+
+For databases hosted on Odoo Online (or Odoo.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 Odoo.
+
+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.
+
+.. image:: gmail/gmail-side-panel.png
+   :align: center
+   :alt: Plus sign icon on the Gmail inbox side panel.
+
+Then, use the search bar to search for `Odoo` and locate the :guilabel:`Odoo Inbox Addin`.
+
+.. image:: gmail/google-workspace-marketplace.png
+   :align: center
+   :alt: Odoo Inbox Addin on Google Workspace Marketplace.
+
+Or, go directly to the :guilabel:`Odoo Inbox Addin` page on the `Google Workspace Marketplace
+<https://workspace.google.com/marketplace/app/odoo_inbox_addin/873497133275>`_.
+
+Once the plugin is located, click :guilabel:`Install`. Then, click :guilabel:`Continue` to start
+the installation.
+
+Next, select which Gmail account the user wishes to connect to Odoo. Then click :guilabel:`Allow`
+to let Odoo access the Google account. Google will then show a pop-up window confirming that the
+installation was successful.
+
+Configure the Odoo database
+---------------------------
+
+The :guilabel:`Mail Plugin` feature must be enabled in the Odoo database in order to use the Gmail
+Plugin. To enable the feature, go to :menuselection:`Settings --> General Settings`. Under the
+:guilabel:`Integrations` section, activate :guilabel:`Mail Plugin`, and then click
+:guilabel:`Save`.
+
+.. image:: gmail/mail-plugin-setting.png
+   :align: center
+   :alt: The Mail Plugin feature in the Settings.
+
+Configure the Gmail inbox
+-------------------------
+
+In the Gmail inbox, a purple Odoo icon is now visible on the right side panel. Click on the Odoo
+icon to open up the Odoo plugin window. Then, click on any email in the inbox. Click
+:guilabel:`Authorize Access` in the plugin window to grant Odoo access to the Gmail inbox.
+
+.. image:: gmail/authorize-access.png
+   :align: center
+   :alt: The Authorize Access button in the right sidebar of the Odoo plugin panel.
+
+Next, click :guilabel:`Login`. Then, enter the URL of the Odoo 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 :guilabel:`Allow` to let Gmail access the Odoo database. The browser will then show
+a :guilabel:`Success!` message. After that, close the window. The Gmail inbox and Odoo database are
+now connected.
+
+Odoo On-Premise users
+=====================
+
+For databases hosted on servers other than Odoo Online (or Odoo.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 <https://developers.google.com/apps-script/manifest/allowlist-url>`_.)
+
+   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 <https://github.com/odoo/mail-client-extensions>`_ for the
+Odoo Mail Plugins. Next, click on the green :guilabel:`Code` button. Then, click
+:guilabel:`Download ZIP` to download the Mail Plugin files onto the user's computer.
+
+.. image:: gmail/gh-download-zip.png
+   :align: center
+   :alt: Download the ZIP file from the Odoo GitHub repository for Mail Plugins.
+
+Open the ZIP file on the computer. Then, go to :menuselection:`mail-client-extensions-master -->
+gmail --> src --> views`, and open the :file:`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 :file:`login.ts` file:
+
+.. code-block::
+
+   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 :menuselection:`mail-client-extensions-master --> gmail`, and open the
+file called :guilabel:`appsscript.json`. In the :guilabel:`urlFetchWhitelist` section, replace all
+the references to `odoo.com` with the Odoo customer's unique server domain.
+
+Then, in the same :guilabel:`gmail` folder, open the file called :guilabel:`README.md`. Follow the
+instructions in the :guilabel:`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
+   :guilabel:`README.md` file.
+
+After that, share the Google Project with the Gmail account that the user wishes to connect to Odoo.
+Then, click :guilabel:`Publish` and :guilabel:`Deploy from manifest`. Lastly, click
+:guilabel:`Install the add-on` to install the Gmail Plugin.
+
+Configure the Odoo database
+---------------------------
+
+The :guilabel:`Mail Plugin` feature must be enabled in the Odoo database in order to use the Gmail
+Plugin. To enable the feature, go to :menuselection:`Settings --> General Settings`. Under the
+:guilabel:`Integrations` section, activate :guilabel:`Mail Plugin`, and then click :guilabel:`Save`.
+
+.. image:: gmail/mail-plugin-setting.png
+   :align: center
+   :alt: The Mail Plugin feature in the Settings.
+
+Configure the Gmail inbox
+-------------------------
+
+In the Gmail inbox, a purple Odoo icon is now visible on the right side panel. Click on the Odoo
+icon to open up the Odoo plugin window. Then, click on any email in the inbox. Click
+:guilabel:`Authorize Access` in the plugin window to grant Odoo access to the Gmail inbox.
+
+.. image:: gmail/authorize-access.png
+   :align: center
+   :alt: The Authorize Access button in the right sidebar of the Odoo plugin panel.
+
+Next, click :guilabel:`Login`. Then, enter the URL of the Odoo 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 :guilabel:`Allow` to let Gmail access the Odoo database. The browser will then show
+a :guilabel:`Success!` message. After that, close the window. The Gmail inbox and Odoo database are
+now connected.
@@ -0,0 +1,150 @@
+==============
+Outlook Plugin
+==============
+
+Outlook allows for third-party applications to connect in order to execute database actions from
+emails. Odoo has a plugin for Outlook that allows for the creation of an opportunity from the email
+panel.
+
+Configuration
+=============
+
+The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on Odoo and Outlook.
+
+.. _mail-plugin/outlook/enable-mail-plugin:
+
+Enable Mail Plugin
+------------------
+
+First, enable the *Mail Plugin* feature in the database. Go to :menuselection:`Settings --> General
+Settings --> Integrations`, enable :guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration.
+
+.. _mail-plugin/outlook/install-plugin:
+
+Install the Outlook Plugin
+--------------------------
+
+Download (:menuselection:`Save Page As --> Web Page XML only`) the following XML file to upload
+later: `https://download.odoocdn.com/plugins/outlook/manifest.xml
+<https://download.odoocdn.com/plugins/outlook/manifest.xml>`_.
+
+Next, open the Outlook mailbox, and select any email. After completing this, click on the
+:guilabel:`More actions` button in the upper right-side and select :guilabel:`Get Add-ins`.
+
+.. image:: outlook/more-actions.png
+   :align: center
+   :alt: More actions button in Outlook
+
+Following this step, select the :guilabel:`My add-ins` tab on the left-side.
+
+.. image:: outlook/my-add-ins.png
+   :align: center
+   :alt: My add-ins in Outlook
+
+Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ Add a custom add-in`, and
+then on :guilabel:`Add from file...`
+
+.. image:: outlook/custom-add-ins.png
+   :align: center
+   :alt: Custom add-ins in Outlook
+
+For the next step, attach the `manifest.xml` file downloaded above, and press :guilabel:`OK`. Next,
+read the warning and click on :guilabel:`Install`.
+
+.. image:: outlook/add-in-warning.png
+   :align: center
+   :alt: Custom add-in installation warning in Outlook
+
+.. _mail-plugin/outlook/connect-database:
+
+Connect the database
+--------------------
+
+Now, Outlook will be connected to the Odoo database. First, open any email in the Outlook mailbox,
+click on the :guilabel:`More actions` button in the upper right-side, and select :guilabel:`Odoo for
+Outlook`.
+
+.. image:: outlook/odoo-for-outlook.png
+   :align: center
+   :alt: Odoo for Outlook add-in button
+
+The right-side panel can now display **Company Insights**. At the bottom, click on
+:guilabel:`Login`.
+
+.. image:: outlook/panel-login.png
+   :align: center
+   :alt: Logging in the Odoo database
+
+.. note::
+   Only a limited amount of **Company Insights** (*Lead Enrichment*) requests are available as a
+   trial database. This feature requires :ref:`prepaid credits <mail_plugins/pricing>`.
+
+.. tip::
+   If, after a short while, the panel is still empty, it is possible that the browser cookie
+   settings prevented it from loading. Note that these settings also change if the browser is in
+   "Incognito" mode.
+
+   To fix this issue, configure the browser to always allow cookies on Odoo's plugin page.
+
+   For Google Chrome, change the browser cookie settings by following the guide at:
+   `https://support.google.com/chrome/answer/95647
+   <https://support.google.com/chrome/answer/95647>`_
+   and adding `download.odoo.com` to the list of :guilabel:`Sites that can always use cookies`.
+
+   Once this is complete, the Outlook panel needs to be opened again.
+
+Now, enter the Odoo database URL and click on :guilabel:`Login`.
+
+.. image:: outlook/enter-database-url.png
+   :align: center
+   :alt: Entering the Odoo database URL
+
+Next, click on :guilabel:`Allow` to open the pop-up window.
+
+.. image:: outlook/new-window-warning.png
+   :align: center
+   :alt: New window pop-up warning
+
+If the user isn't logged into the database, enter the credentials. Click on :guilabel:`Allow` to let
+the Outlook Plugin connect to the database.
+
+.. image:: outlook/odoo-permission.png
+   :align: center
+   :alt: Allowing the Outlook Plugin to connect to a database
+
+.. _mail-plugin/outlook/add-shortcut:
+
+Add a shortcut to the plugin
+----------------------------
+
+By default, the Outlook Plugin can be opened from the *More actions* menu. However, to save time,
+it's possible to add it next to the other default actions.
+
+In the Outlook mailbox, click on :guilabel:`Settings`, then on :guilabel:`View all Outlook
+settings`.
+
+.. image:: outlook/all-outlook-settings.png
+   :align: center
+   :alt: Viewing all Outlook settings
+
+Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on :guilabel:`Odoo for
+Outlook`, and then :guilabel:`Save`.
+
+.. image:: outlook/customize-actions.png
+   :align: center
+   :alt: Odoo for Outlook customized action
+
+Following this step, open any email; the shortcut should be displayed.
+
+.. image:: outlook/odoo-outlook-shortcut.png
+   :align: center
+   :alt: Odoo for Outlook customized action
+
+Using the plugin
+----------------
+
+Now that the plug-in is installed and operational, all that needs to be done to create a lead is to
+click on the `O` [Odoo icon] or navigate to :guilabel:`More actions` and click on :guilabel:`Odoo
+for Outlook`. The side panel will appear on the right-side, and under :guilabel:`Opportunities`
+click on :guilabel:`New`. A new window with the created opportunity in the Odoo database will
+populate.
--- a/Show More
+++ b/Show More