| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 350 |
| Technical Name |
excel_online_connector |
| License | OPL-1 |
| Website | https://niyulabs.com |
| Versions | 15.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 350 |
| Technical Name |
excel_online_connector |
| License | OPL-1 |
| Website | https://niyulabs.com |
| Versions | 15.0 17.0 18.0 |
Excel Online Connecter
Stop exporting. Start syncing. Push live Odoo data directly to your Excel Online workbooks automatically.
Go Beyond Standard Exports: Automate Your Reporting!
Effortlessly configure a secure, direct link between your Odoo ERP and Microsoft Excel Online. Push data on demand or on a schedule.
Key Advantages
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✓ Eliminate Manual Exports: Stop the tedious cycle of downloading CSVs and uploading to Excel.
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✓ Live Data for Analysis: Use Excelâs powerful tools on up-to-date Odoo data.
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✓ Empower Your Team: Give non-Odoo users access to the data they need in a familiar tool.
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✓ Simple & Secure: Uses the official Microsoft Graph API for a secure, direct connection.
Leverage Powerful Analysis, With Familiar Tools.
Go beyond standard Odoo reports. Use the full power of Excel OnlineâPivotTables, charts, complex formulas, and conditional formattingâon your live business data without ever leaving your browser.
Instant Power: Build a PivotTable from your live inventory data to spot sales trends.
Keep Your Team in Sync, Without Leaving Odoo.
Update shared Excel workbooks with the latest data directly from Odoo. Your sales, finance, and operations teams can collaborate on a single, always-current source of truth.
Seamless Sync: From an invoice list in Odoo, click "Sync to Excel" to update the company's financial dashboard.
Solve Key Reporting Challenges
Our connector is designed to eliminate the most common frustrations with Odoo reporting and data handling.
Eliminate Manual Data Entry
Save hours of work by automating the flow of information from Odoo to your spreadsheets.
Ensure Data Consistency
Work with a single source of truth. Your Excel sheets will always reflect the latest data from your ERP.
Build Custom Dashboards
Create and maintain complex, custom dashboards in Excel, fed by real-time Odoo data.
Secure & Direct: How It Works
Our connector uses the official Microsoft Graph API for a robust and secure integration. Configuration is simple and handled directly within your Odoo settings.
Microsoft Authentication
Securely connect using your M365 Tenant ID, Client ID, and Client Secret from your Microsoft Entra App Registration.
Targeted Workbook
Specify the exact target using the Workbook File ID and the User UPN (User Principal Name) who has access to the file.
Integrated Configuration
All settings are managed from a single, clean interface inside your Odoo environment. Set it up once and you're ready to sync.
Important Points to Note
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Microsoft Entra App Registration: You must create an "App Registration" in your Microsoft Entra ID (Azure) portal to get your Tenant ID, Client ID, and Client Secret.
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Data Privacy and Security: Your Odoo data is transmitted directly from your server to the Microsoft Graph API. It is NEVER stored on any third-party server. The connection is exclusively between your Odoo instance and your Microsoft tenant.
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Correct Configuration is Key: You are in full control. Ensure your API permissions are correctly set in Azure and that your IDs, UPN, and Secret are accurately entered in Odoo for a successful connection.
Setup & Installation Guide
Getting started with the Excel Online Connector for Odoo is simple and straightforward. Our comprehensive guide covers every step, from installing the module in your Odoo environment to connecting with Microsoft Excel Online via Azure. No matter your technical background, you’ll find clear instructions and helpful screenshots to ensure a smooth onboarding.
- Requirements checklist before you begin
- How to install the connector module in Odoo
- Registering your Azure AD application and gathering credentials
- Connecting Odoo to Excel Online with secure authentication
- Testing your integration and troubleshooting common issues
- Tips for best practices and ongoing maintenance
Whether you’re an Odoo administrator or a business user, our manual will help you unlock seamless data flows between your ERP and Excel with confidence.
Open niyulabs.gitbook.ioFrequently Asked Questions
What do I need to use this module?
An Odoo instance, a Microsoft 365 account with Excel Online, and the ability to create an App Registration in Microsoft Entra ID (Azure).
Can it sync data from custom Odoo modules?
Yes. You can map and sync data from any standard or custom model within your Odoo database.
Does the sync overwrite my Excel sheet?
Yes. The connector performs a full sync, meaning it replaces the existing data in the target sheet to ensure it perfectly matches the source Odoo data. It's best to use a dedicated sheet for synced data.
What if the connection fails?
The most common issues are incorrect IDs (Tenant, Client, Workbook), an invalid Client Secret, or insufficient API permissions on your App Registration. Check these settings first, and then review the Odoo server logs for specific error messages from Microsoft.
Need a Custom Odoo Integration?
We build bespoke solutions to automate your unique business workflows. Let's create something powerful together.
Connect with Us: info@niyulabs.comOdoo 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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