Excel Odoo Connector

by
Odoo

48.83

v 16.0 Third Party 146
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Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 400
Technical Name xf_excel_odoo_connector
LicenseOPL-1
Websitehttps://xfanis.dev/odoo.html
Versions 12.0 15.0 16.0 17.0 14.0 13.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 400
Technical Name xf_excel_odoo_connector
LicenseOPL-1
Websitehttps://xfanis.dev/odoo.html
Versions 12.0 15.0 16.0 17.0 14.0 13.0

Excel Odoo Connector

Data connection and synchronization

Using this module you can generate office document connection (ODC) file and open it via Microsoft Excel to build reports or for other purposes.

Also special url allows you to fetch data from Odoo into Power BI.

This module helps to get and synchronize data between Odoo and Excel, LibreOffice, PowerBI. Using the Odoo Excel Connector you can link ERP data and Excel spreadsheets, easily sync Odoo data to Excel file, build reports (accounting reports, sales reports, purchase order reports, project task reports and any kind of other reports).

Excel file can be updated manually (the Refresh button) or with a regular time interval.

You can see how it works in this short video.

The functionality is tested using Excel App from Office 365. If you use older office apps or want to link Odoo data manually please see next video: How to link external data from Odoo to Excel using Web Data URL

If you use LibreOffice or other OpenOffice suite you can link external data from Odoo. Please watch this video: How to link Odoo data to LibreOffice Calc.

After installation of the module you will the special "excel" icon near the "export" button

Invoices to Excel
Journal entries to Excel
Sale Orders to Excel
Tasks to Excel

The button is displayed in each list (tree) view and allow open ODC generation wizard.

ODC Generation Wizard

ODC is office document connection format for Microsoft Excel and allow save power query rules as file.

When user open ODC file Excel gets external web data from Odoo server by specified algorithm and shows Odoo records as Excel spreadsheets.

Sale Orders as Excel

After saving of XLSX file, user can update data using the "Refresh" button or configure to update data at a specified interval.

Excel will always update the spreadsheets according predefined rules and filters.

Enable Regular Update

Administrator can see all ODC templates generated by users:

The list contains info about associated model, who created template and when records where pulled using this template.
Superuser can edit or remove any template. For example to clean templates of deactivated users or templates used long time ago.
ODC Templates List

Logo
Contact me for Support, Customization, Implementation:
Email: xfanis.dev@gmail.com
Telegram: https://t.me/xfanis
Twitter: https://twitter.com/XFanis_Dev
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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Two-Way Synchronization of between 2 Odoo databases
by
Raheem Azeez
on 9/26/23, 1:35 AM

Hello,

Please, can this be configured to serve a two-way synchronization between 2 Odoo databases? For example, can the Excel generated be used as an import file to upload data to another Odoo instance on another server such that systems "A" and "B" will eventually have the same data after each synchronization run (both manually or Cron-based regular time interval)?

Re: Two-Way Synchronization of between 2 Odoo databases
by
XFanis
on 9/26/23, 5:17 AM Author

Hello.

Thanks for your interest and contacting me.

The process you described should be developed via Odoo rest API and my module is not necessary. One Odoo can communicate with other, please see Odoo docs about external rest api.


is it secure
by
Tawatur IT
on 9/21/23, 8:23 AM

we need to know if this way of viewing data in excel secure on not in case the copied web data url is used from others, because there is no ask for  authentication from excel sheet

Re: is it secure
by
XFanis
on 9/21/23, 10:14 AM Author

When user want to sync data to excel, the system generates access token which allow receiving records on behalf of user, who created ODC template.

The way is the same as sharing file or access to file in most of the system. 
If person has the link, he/she has access to data.

Administrator of the system can remove that access. Also access is automatically disabled, when user is archived.


Error contents failed
by
Albert
on 6/2/23, 12:55 PM Confirmed Purchase

Buenos dias, acabo de comprar el modulo, pero cuando abro el archivo de excel me aparece el mensaje Datasource Error 404 not found



Re: Error contents failed
by
XFanis
on 6/3/23, 11:03 AM Author

Hello. Thanks for purchasing the module and contacting me.

The module works correctly only with a single database. If you use multiple databases, you can use dbfilter parameter of odoo.conf or remove other database


what about security
by
altamira@valta.com.mx
on 5/2/23, 2:45 PM Confirmed Purchase

what about security friends?

passwords? tokens are used?

Re: what about security
by
XFanis
on 5/3/23, 5:27 AM Author

Access token is used to get data. Token is generated during creating template


by
altamira@valta.com.mx
on 5/2/23, 1:53 AM Confirmed Purchase

Hi, how it works with power bi, , how do You restrict the acces just for admins por selected users? Does it work to export product price lists and supplier price lists?Does it work to export product price lists and supplier price lists?

Re:
by
XFanis
on 5/2/23, 5:14 AM Author

Hello. Thanks for your interest and contacting me.

User generates an exporting template and uses generated link as web data source in Excel or Power Bi.

Records are exported/synced using access rights for user who generated template.

All model records in Odoo database can be exported


It´s compatible with odoo.sh? Thank you
by
Gerardo Barroso Kuri
on 2/7/23, 11:11 PM Confirmed Purchase


Re: It´s compatible with odoo.sh? Thank you
by
XFanis
on 2/8/23, 12:06 AM Author

Hello. Thanks for your interest and contacting me.

Yes, odoo.sh is supported.


Hello
by
joelhenribig89@gmail.com
on 1/21/23, 3:22 PM

I want know whether is possible to filter by date interval or not for checking reprots

Re: Hello
by
XFanis
on 1/22/23, 2:54 AM Author

Hello.

Thanks for your interest.

My module allows to get records already filtered in Odoo.

You can filter records in Odoo, that create exporting template, than records will be synced using your filter.    

Best regards,
Fanis