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⇱ Access Live Odoo Data in Excel (Desktop) through Connect Spreadsheets

Access Live Odoo Data in Excel (Desktop) through Connect Spreadsheets

👁 Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Use Connect Spreadsheets by CData to gain access to live Odoo data from your Excel spreadsheets.

Looking for Connect AI instructions?

Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to Odoo data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Odoo in Connect Spreadsheets and access and update live Odoo data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.


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 Excel

Connectivity to Odoo from Excel is made possible through Connect Spreadsheets. To work with Odoo data from Excel, we start by creating and configuring a Odoo connection.

  1. Log into Connect Spreadsheets, click Connections and click Add Connection 👁 Adding a Connection
  2. Select "Odoo" from the Add Connection panel 👁 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 Create & Test
  5. 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.

Access Live Odoo Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Odoo data.

  1. Open Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for Connect Spreadsheets and install the Add-in. 👁 Install the Add-In
  4. Click Data and open the CData Connect Spreadsheets Add-In.
  5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account 👁 Authorizing the Add-In
  6. In the Connect Spreadsheets panel in Excel, click Import 👁 Connect Spreadsheets panel in Excel
  7. Choose a Connection (e.g. Odoo1), Table (e.g. res_users), and Columns to import 👁 Connect Spreadsheets panel in Excel
  8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
  9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one. 👁 Executing the Query

Update Odoo Data from Excel

In addition to viewing Odoo data in Excel, Connect Spreadsheets also lets you update and delete Odoo data. Begin by importing data (as described above).

  1. Update any cell or cells with changes you want to push to Odoo (your changes will be in red)
  2. In the Connect Spreadsheets Add-In panel, select Update
  3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected") 👁 Executing the update (Salesforce is shown).
  4. Click Execute to push the updates to Odoo

A notification will appear when the update is complete

👁 Update complete (Salesforce is shown).

Live Access to Odoo Data from Spreadsheet Apps

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 Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.