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URL: https://www.cdata.com/kb/tech/odoo-cloud-filemaker-pro.rst

⇱ Connect to Odoo Data from Filemaker Pro (Mac)

Connect to Odoo Data from Filemaker Pro (Mac)

👁 Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to and query live Odoo data from Filemaker Pro on Mac.

FileMaker Pro is a cross-platform relational database application that allows users to visually modify a database. When paired with CData Connect AI, FileMaker Pro gets access to live Odoo data. This article demonstrates how to connect to Odoo using Connect AI and query Odoo data in FileMaker Pro.

CData Connect AI provides a pure SQL Server interface for Odoo, allowing you to query data from Odoo without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Odoo, leveraging server-side processing to return the requested Odoo data quickly.

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.
  • 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 FileMaker Pro

Connectivity to Odoo from FileMaker Pro is made possible through CData Connect AI. To work with Odoo data from FileMaker Pro, we start by creating and configuring a Odoo connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Odoo" from the Add Connection panel
    3. 👁 Selecting a data source
  3. 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)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Odoo Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Odoo data from Filemaker Pro.

Connect to Odoo from FileMaker Pro using Connect AI

To establish a connection from FileMaker Pro to the CData Connect AI Virtual SQL Server API, follow these steps.

Configure the ODBC Connection to CData Connect AI

  1. Download and install the Actual ODBC Driver for SQL Server (actualtech.com)
  2. Configure a DSN for the Actual ODBC driver by setting the following properties:
    • URL: tds.cdata.com
    • Port: Change the port from 1433 to 14333
    • Username: Your Connect AI email address
    • Password: the PAT you created earlier

Query Odoo from FileMaker Pro

  1. In the SQL Query Builder "SELECT" tab, select the columns to include as part of the query. 👁 Configuring the query by selecting columns.
  2. Open the "WHERE" tab of the SQL Query Builder and select "Show only selected columns."
  3. In "Table.Column,"" select a table and a column name.
  4. Set the "Operator" to =.
  5. Select "Column," and then select the same table and column name as "Table.Column."
  6. Click "Insert into SQL Query." 👁 Configuring the query by setting the WHERE clause.
  7. If no other modifications to the SQL query are required, click "Execute."

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your SQL Server database, try CData Connect AI today!