VOOZH about

URL: https://www.cdata.com/kb/tech/odoo-sync-multiple-accounts-ui.rst

⇱ Replicate Multiple Odoo Accounts

Replicate Multiple Odoo Accounts

👁 Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Replicate multiple Odoo accounts to one or many databases.

CData Sync is a standalone application designed to support a variety of replication scenarios, such as replicating both sandbox and production instances into your database. It includes a web-based interface that simplifies the management of multiple Odoo connections. In this article, we demonstrate how to use the web app to replicate multiple Odoo accounts into a single database.

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 Replication Destinations

Using CData Sync, you can replicate data from Odoo to any number of databases, both cloud-based and on-premises. In this example, we use SQLite as the replication destination to demonstrate the process. To add it as a destination, navigate to the Connections tab.

For each destination database:

  1. Click Add Connection. 👁 Add a new connection.
  2. Select the Destinations tab and locate the SQLite connector. 👁 Configure a Destination connection to SQLite.
  3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the SQLite connector. For more information about installing new connectors, see Connections in the Help documentation.
  4. To connect to SQLite, set the following connection properties:
    • Connection Name: Enter a connection name of your choice.
    • Data Source: Enter the path to the database. You can replicate to an existing database or to a new one. The application must have permission to access the database.
    5. 👁 Enter the connection details.
  5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to SQLite and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

👁 Add a label.

Configure the Odoo Connection

You can configure a connection to Odoo from the Connections tab. To add a connection to your Odoo account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (Odoo).
  3. Configure the connection properties.

    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 Source connection (Salesforce is shown).
  4. Click Connect to Odoo to ensure that the connection is configured properly.
  5. Click Save & Test to save the changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

👁 Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of Odoo tables you wish to replicate into SQLite, and click Add Tasks again.

👁 Choose the account table to replicate (Salesforce is shown).

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication with the help of SQL queries. 👁 Configure a replication Transform.

The statement below caches and incrementally updates a table of Odoo data: 

REPLICATE res_users;

You can specify a file containing the replication queries you want to use to update a particular database. Separate the replication statements with semicolons. The following options are useful when replicating multiple Odoo accounts into the same database:

  • Use a different table prefix in the REPLICATE SELECT statement: 

    REPLICATE PROD_res_users SELECT * FROM res_users;

  • Alternatively, use a different schema: 

    REPLICATE PROD.res_users SELECT * FROM res_users;

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 minutes to once every month.

👁 Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Odoo data to disparate on-premises, cloud-based, and other databases.

Run the Replication Job

Once all the required configurations are made for the job, select the Odoo table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

👁 Run the job.

Free Trial & More Information

Now that you've seen how to replicate and configure multiple jobs to manage the replication of your Odoo data to various on-premises, cloud-based, and other databases, visit our CData Sync page to learn more and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.