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OE Excel Data Port

by
Odoo

$ 34.33

v 17.0 Third Party
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Odoo Apps Dependencies Discuss (mail)
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Lines of code 3075
Technical Name oe_excel_data_port
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 3075
Technical Name oe_excel_data_port
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
Keywords: excel export, spreadsheet automation, PDF merge, watermark, LibreOffice, analytics, ai insights, oe_excel_data_port, reporting, finance operations, data pipeline, audit readiness, exporter, odoo engineering, openpyxl, xlsxwriter, ODT conversion, workbook templates, secure download, token-based streaming, email delivery
Odoo Engineering

OE Excel Data Port

Automate Excel and PDF exports with AI-ready analytics, watermarks, secure delivery, and template-driven workflows for finance, sales, and operations teams

Try It Out Contact Us

Key Features & Capabilities

Everything you need for professional operations

Workbook Rendering Engine

Generate polished XLSX files with number formats, conditional styling, and frozen headers using our xlsxwriter-powered helpers.

HTML -> Excel Pipeline

Convert QWeb or HTML reports into spreadsheets via headless LibreOffice and keep formatting perfectly intact.

PDF Merge & Watermark Studio

Combine exported notebooks and apply audit watermarks before distributing sensitive reports.

Secure Download Handshake

Token-based streaming with automatic notifications ensures exports reach the right users every time.

AI-Guided Validation

Launch AI analysis jobs to summarize anomalies, highlight outliers, and propose next actions before sharing files.

Template-Driven Automation

Standardize exports with reusable workbook templates and column maps for finance, sales, and operations teams.

Email Delivery Wizard

Share exports directly from the form view with a built-in email wizard that attaches and sends files to stakeholders.

API-Friendly Architecture

Trigger exports from scheduled jobs, server actions, or custom controllers with consistent, well-documented helpers.

Lifecycle Cleanup Policies

Purge stale exports with scheduled actions, freeing storage while preserving audit requirements.

Multi-Company Guardrails

Respect company boundaries and user permissions automatically across every exported dataset.

What's Included

Core Features

  • XLSX creation helpers with formatting presets
  • HTML/QWeb conversion to Excel or ODT
  • PDF merge, split, and watermark utilities
  • Email delivery wizard for sharing exports

Additional Components

  • Secure download action & notification assets
  • Treys.ai export analysis integration
  • Security policies aligned with Odoo transient models
  • Cron-based lifecycle cleanup automation

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "OE Excel Data Port" -> Click Install
  2. Configure permissions: Ensure export users have access to the "Excel Data Port" menu
  3. Initial configuration: Confirm LibreOffice (soffice) is installed for HTML conversion

Basic Usage

  1. Generating exports: Call the helper methods in code or create records manually to attach XLSX/PDF payloads
  2. Managing data: Use the form view to review filenames, file types, and AI results
  3. Using key features: Click Download for secure streaming or AI Analysis for insights
  4. Delivering bundles: Merge PDFs or convert HTML reports before sending to stakeholders
  5. Email sharing: Use the Email wizard button to send exports directly from the form view

Tips & Best Practices

  • Store exports in scheduled jobs and purge older ones periodically
  • Use descriptive filenames to help business users identify content faster
  • Trigger AI analysis after large exports to surface anomalies immediately
  • Combine exports with automated emails for complete delivery workflows

Important Notes

Requires ``xlsxwriter`` and ``openpyxl`` Python libraries plus a LibreOffice installation for document conversion. Tested on Odoo 12.0 Community with oe_ai_job_base enabled.

Frequently Asked Questions

Q: Which Odoo versions are supported?

A: Odoo 12.0 through 19.0 Community and Enterprise. Install ``base``, ``web``, ``oe_ai_job_base``, plus the ``xlsxwriter`` and ``openpyxl`` Python libraries.

Q: How do I enable AI features?

A: Activate oe_ai_job_base and click the AI Analysis button on an export record. Treys.ai queues a job to summarize the file.

Q: Can I customize the export process?

A: Absolutely. Extend the helper methods, override the download controller, or add your own workbook templates via standard Odoo inheritance.

Q: Can I email exports directly?

A: Yes. Use the built-in Email wizard button on the export form view to compose and send exports to stakeholders without leaving the interface.

Launch Demo Instance

Explore OE Excel Data Port in a live environment

Try It Now

Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
US Business Hours Support when American businesses need it most Clean Code Well-documented, easily extensible modules Expert Team Dedicated professionals focused on your success

Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

Request Quote

Ready to Get Started?

Install OE Excel Data Port today and experience the difference quality makes.

Launch Demo Get in Touch

© 2025 Odoo Engineering. All rights reserved.

Professional Odoo modules built with excellence in the USA.

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).

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