Integrate Odoo Data into Power Automate Desktop using CData Connect

Jerod Johnson
Director, Technology Evangelism

CData Connect for Odoo Data enables you to integrate Odoo data into workflows built using Microsoft Power Automate Desktop.

CData Connect enables you to access live Odoo data in workflow automation tools like Power Automate. This article shows how to integrate Odoo data into a simple workflow, saving Odoo data into a CSV file.

CData Connect provides a live interface for Odoo, allowing you to integrate with live Odoo data in Power Automate — without replicating the data. Connect uses optimized data processing out of the box to push all supported SQL 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.
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 Power Automate

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

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

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)
Click Save & Test
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.

Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
On the Settings page, go to the Access Tokens section and click Create PAT.
Give the PAT a name and click Create. 👁 Creating a new PAT
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 Power Automate Desktop.

Integrate Odoo Data into Power Automate Workflows

After configuring CData Connect with Odoo, you are ready to integrate Odoo data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

👁 A new flow in Power Automate

In the flow editor, you can add the options to connect to Odoo, query Odoo using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Action -> Database) and click the option to build the Connection string. In the Data Link Properties wizard:

On the Provider tab: select Microsoft OLE DB Driver for SQL Server
On the Connection tab:
1. Select or enter a server name: set to tds.cdata.com,14333
2. Enter information to lag onto the server: select "Use a specific username and password"
  - Set User name to your CData Connect AI user name (e.g. [email protected])
  - Set Password to your PAT
  - Select the database: use the database configured above (e.g. Odoo1)
Click "Test Connection" to ensure the connection is configured properly
Click "OK" 👁 A configured connection to CData Connect

After building the connection string in the Data Link Properties wizard, save the action.

👁 A configured 'Open SQL connection' action

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Action -> Database) and configure the properties.

Get connection by: SQL connection variable
SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
SQL statement: SELECT * FROM res_users

After configuring the properties, save the action.

👁 A configured 'Execute SQL statement' action

Add a Write to CSV File Action

Add a "Write to CSV file" action (Action -> File) and configure the properties.

Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
File path: set to a file on disk
Configure Advanced settings as needed.

After configuring the properties, save the action.

👁 A configured 'Write to CSV file' action

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Action -> Database) and configure the properties.

SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the properties, save the action.

👁 A configured 'Close SQL connection' action

Save & Run the Flow

Once you have configured all the options for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

👁 A fully configured workflow

Now you have a workflow to save Odoo data into a CSV file.

👁 Application data in a CSV file (Salesforce is shown)

With CData Connect AI, you get live connectivity to Odoo data within your Microsoft Power Automate workflows.

SQL Access to Odoo Data from Cloud Applications

Now you have a direct connection to live Odoo data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Odoo data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.

URL: https://www.cdata.com/kb/tech/odoo-cloud-power-automate-desktop.rst