User Guide — MTS ownCloud Integration

Overview

MTS ownCloud Integration lets you upload, browse, and open files stored in ownCloud directly from SuiteCRM records. You do not need a separate ownCloud login to use the integration — everything happens inside SuiteCRM.

Uploading Files

SuiteCRM v8 — Drag and Drop Upload

1. Open any record that has ownCloud integration enabled (e.g. an Account)
2. Click the ownCloud tab in the detail view
3. The upload widget appears with a drag-and-drop zone

To upload: - Drag one or more files from your desktop onto the drop zone, or - Click the drop zone to open a file browser and select files

Files are added to the upload queue and listed below the drop zone with their name and size.

4. Click Upload (n) to start uploading all queued files
5. A progress bar shows upload progress for each file
6. When complete, files show a green checkmark

Queue management: - Click × next to any file to remove it from the queue before uploading - Click Clear to remove all completed and queued files from the list (files already uploaded to ownCloud remain there)

SuiteCRM v7 — Upload via Subpanel

1. Open any record that has ownCloud integration enabled
2. Scroll to the ownCloud Files subpanel
3. Click the upload button within the subpanel
4. Select files from your computer
5. Files are uploaded to the ownCloud folder for that record

Viewing Linked Files

The ownCloud Files subpanel appears on every record in an enabled module. It lists all files that have been uploaded for that specific record.

Opening a File

Click the file name in the File column. The file opens in ownCloud in a new browser tab. Depending on the file type, ownCloud may open a preview directly (PDF, images, Office documents with Collabora/OnlyOffice).

File Organization

Files are automatically stored in an organized folder structure in ownCloud:

SuiteCRM → {Module} → {Record Name} → your-file.pdf

Example: A file uploaded on the Account "Acme Corp" is stored at:

SuiteCRM/Accounts/Acme Corp/proposal.pdf

You can also browse and access these files directly in your ownCloud desktop client or web interface.

Personal ownCloud Account (Optional)

If your administrator has enabled per-user credentials, you can link your own ownCloud account under User Profile → ownCloud Instance. Enter your ownCloud username and an App Password. When set, your uploads will be stored under your personal ownCloud account instead of the shared service account.

Generate an App Password in ownCloud under Settings → Security → App passwords.

Tips

• Upload multiple files at once — drag a selection of files onto the drop zone in one action
• Check the subpanel after uploading to confirm files appear — if a file does not appear, try refreshing the page
• Large files — uploads may take longer on slow connections. Do not close the browser tab while uploading
• File names — avoid special characters in file names to ensure compatibility across all operating systems and ownCloud versions

Troubleshooting

The ownCloud tab or subpanel is not visible

The module may not be enabled for ownCloud integration. Contact your SuiteCRM administrator to enable it under Admin → MTS ownCloud Integration → Enable Modules.

Upload fails immediately

• Check your connection to the ownCloud server
• The file may exceed the maximum upload size configured on the server
• Contact your administrator if the issue persists

File opens a blank page or shows an error

The ownCloud session may have expired, or the file was moved or deleted in ownCloud. Log in to ownCloud directly in another tab and verify the file exists, then retry the link.