Integrating Dolibarr with Google Workspace (Gmail, Drive…): A Complete Guide
   03/11/2025 00:00:00     Dolibarr    0 Comments
Integrating Dolibarr with Google Workspace (Gmail, Drive…): A Complete Guide

Integrating an ERP like Dolibarr with Google Workspace (formerly G Suite) enhances business management by facilitating collaboration, email management, and document sharing. Google Workspace offers tools such as Gmail, Google Drive, Google Calendar, and Google Contacts, which, when synchronized with Dolibarr, provide a unified experience and improved operational efficiency.

In this article, we will explore the different methods to integrate Dolibarr with Google Workspace, the benefits of this integration, and the best practices for seamless synchronization.


1. Why Integrate Dolibarr with Google Workspace?

Integrating Dolibarr with Google Workspace allows businesses to:

Centralize emails and communications – Access all client interactions directly in Dolibarr.
Automate contact management – Sync contacts between Dolibarr and Google Contacts.
Facilitate document storage and sharing – Link Google Drive to client, supplier, and project records.
Improve scheduling – Sync Dolibarr’s calendar with Google Calendar.
Enhance collaboration – Enable teams to work efficiently via Google Docs and Sheets.

With these features, businesses can save time, reduce errors, and increase productivity.


2. Connecting Dolibarr with Gmail

2.1 Configuring Gmail to Send and Receive Emails in Dolibarr

Dolibarr allows emails to be sent directly from its interface via Gmail. To configure this:

1️⃣ Access Dolibarr’s email settings:

  • Go to Setup > Emails > Email Sending Configuration.
    2️⃣ Set up Gmail’s SMTP server:
  • SMTP Server: smtp.gmail.com
  • Port: 587 (TLS) or 465 (SSL)
  • Username: Your Gmail address
  • Password: An app-specific password generated in Google
    3️⃣ Enable permissions in Gmail:
  • Go to My Google Account > Security and enable "Less secure app access" or use OAuth2.
    4️⃣ Test sending an email via Dolibarr.

Once configured, Dolibarr can send invoices, quotes, and other communications directly via Gmail.

2.2 Syncing Dolibarr Emails with Gmail

If you want to receive client emails in Dolibarr, you can set up email import:

1️⃣ Go to Setup > Emails > Email Receiving Configuration.
2️⃣ Add imap.gmail.com as the IMAP server.
3️⃣ Enter your Gmail credentials and select the inbox folder (INBOX).
4️⃣ Enable automatic email retrieval to centralize client communication.

With this integration, Dolibarr can link emails to clients and prospects, making follow-ups easier.


3. Integrating Dolibarr with Google Drive

Google Drive allows storing documents related to clients, projects, and invoices. Integration with Dolibarr simplifies access and sharing of important files.

3.1 Enabling Google Drive Integration in Dolibarr

1️⃣ Go to Setup > Modules/Applications.
2️⃣ Enable the Google Drive module.
3️⃣ Log in with your Google account and grant Dolibarr access to Google Drive.
4️⃣ Configure storage folders:

  • Folders for invoices and quotes.
  • Folders for client contracts.
  • Shared folders for projects and team documents.

3.2 Associating Google Drive Files with Dolibarr Records

Once integration is enabled, you can link Google Drive files to Dolibarr records:

  • Attach invoices and contracts to client records.
  • Add supplier documents to purchase orders.
  • Store and share internal documents with teams.

This integration allows quick access to documents, avoiding duplicates and lost files.


4. Syncing Google Contacts with Dolibarr

To keep client, supplier, and prospect contacts up to date, it's possible to sync Google Contacts with Dolibarr.

4.1 Enabling Contact Synchronization

1️⃣ Install the Google Contacts Sync module in Dolibarr.
2️⃣ Log in with your Google account and grant access.
3️⃣ Define which contacts to sync:

  • Dolibarr Clients → Google Contacts
  • Dolibarr Suppliers → Google Contacts
  • Prospects and business opportunities

With this synchronization, all contacts remain up to date on both platforms, reducing the risk of duplicate information.


5. Syncing Google Calendar with Dolibarr

Google Calendar allows managing appointments, tasks, and events related to clients and projects. Integration with Dolibarr provides a unified calendar, avoiding scheduling conflicts and missed deadlines.

5.1 Enabling Google Calendar Integration

1️⃣ Install the Google Calendar Sync module in Dolibarr.
2️⃣ Log in to your Google account and grant access.
3️⃣ Define which events to sync:

  • Business appointments (prospects, clients).
  • Internal meetings.
  • Project deadlines and tasks.

With this integration, all appointments are visible in Google Calendar and synchronized in real time with Dolibarr.


6. Best Practices for a Smooth Integration

To ensure optimal integration between Dolibarr and Google Workspace, follow these recommendations:

Use a dedicated Google account for the business to avoid sync conflicts.
Secure access with OAuth2 and avoid insecure app passwords.
Enable Google two-factor authentication to strengthen login security.
Perform regular backups of Dolibarr data and Google Drive.
Limit permissions to necessary users to avoid synchronization errors.


7. Benefits of Integrating Dolibarr with Google Workspace

Centralized email and business communications.
Automated file management and storage with Google Drive.
Contact and calendar synchronization for better organization.
Reduced manual tasks and improved productivity.
Real-time data access from any connected device.


Conclusion

Integrating Dolibarr with Google Workspace improves email, file, contact, and calendar management, making businesses more efficient and organized. With dedicated modules and APIs, multiple tasks can be automated, avoiding duplication and errors.

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