Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to Odoo data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Odoo within your Connect AI instance and accessing live Odoo data in Excel for the web spreadsheets, whether for viewing or updating purposes.
CData Connect AI provides a pure cloud-to-cloud interface for Odoo, allowing you to easily access live Odoo data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to Odoo, leveraging server-side processing to quickly return Odoo data.
About Odoo Data Integration
Accessing and integrating live data from Odoo has never been easier with CData. Customers rely on CData connectivity to:
- Access live data from both Odoo API 8.0+ and Odoo.sh Cloud ERP.
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Extend the native Odoo features with intelligent handling of many-to-one, one-to-many, and many-to-many data properties. CData's connectivity solutions also intelligently handle complex data properties within Odoo. In addition to columns with simple values like text and dates, there are also columns that contain multiple values on each row. The driver decodes these kinds of values differently, depending upon the type of column the value comes from:
- Many-to-one columns are references to a single row within another model. Within CData solutions, many-to-one columns are represented as integers, whose value is the ID to which they refer in the other model.
- Many-to-many columns are references to many rows within another model. Within CData solutions, many-to-many columns are represented as text containing a comma-separated list of integers. Each value in that list is the ID of a row that is being referenced.
- One-to-many columns are references to many rows within another model - they are similar to many-to-many columns (comma-separated lists of integers), except that each row in the referenced model must belong to only one in the main model.
- Use SQL stored procedures to call server-side RFCs within Odoo.
Users frequently integrate Odoo with analytics tools such as Power BI and Qlik Sense, and leverage our tools to replicate Odoo data to databases or data warehouses.
Getting Started
Configure Odoo Connectivity for Excel
Connectivity to Odoo from Excel is made possible through CData Connect AI. To work with Odoo data from Excel, we start by creating and configuring a Odoo connection.
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Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection
- Select "Odoo" from the Add Connection panel
👁 Selecting a data source
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Enter the necessary authentication properties to connect to Odoo.
To connect, set the Url to a valid Odoo site, User and Password to the connection details of the user you are connecting with, and Database to the Odoo database.
👁 Configuring a connection (Salesforce is shown)
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Click Save & Test
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Navigate to the Permissions tab in the Add Odoo Connection page and update the User-based permissions.
👁 Updating permissions
With the connection configured, you are ready to connect to Odoo data from Excel for the web.
Access Live Odoo Data in Excel for the web
The steps below outline connecting to CData Connect AI from Excel to access live Odoo data.
- Log into Excel, create a new sheet (or open an existing one).
- Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
- Search for CData Connect Spreadsheets Add-In and install the Add-in.
👁 Install the Add-In
- Click Data and open the CData Connect Spreadsheets Add-In.
- In the Add-In panel, click Login or Sign-up to authenticate with your CData Connect AI instance
👁 Authorizing the Add-In
- In the CData Connect Spreadsheets panel in Excel, click Import
👁 CData Connect AI panel in Excel
- Choose a Connection (e.g. Odoo1), Table (e.g. res_users), and Columns to import
👁 CData Connect AI panel in Excel
- Optionally add Filters, Sorting, and a Limit
👁 Choosing a Connection, Table, and Columns
- Click Execute to import the data
👁 Executing the Query
Update Odoo Data from Excel
In addition to viewing Odoo data in Excel, CData Connect AI also lets you update and delete Odoo data. Begin by importing data (as described above).
- Update any cell or cells with changes you want to push to Odoo (your changes will be in red)
- In the CData Connect Spreadsheets Add-In panel, select Update
- Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
- Click Execute to push the updates to Odoo
👁 Updating data (Salesforce is shown).
A notification will appear when the update is complete
Live Access to Odoo Data from Cloud Applications
New, you have a direct, cloud-to-cloud connection to live Odoo data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.
👁 Imported data (Salesforce is shown)
Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.
