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Technical Name zehntech_odoo_excel_connector
LicenseOPL-1
Websitehttps://www.zehntech.com/
Versions 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 688
Technical Name zehntech_odoo_excel_connector
LicenseOPL-1
Websitehttps://www.zehntech.com/
Versions 16.0 17.0 18.0

Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10:30 AM to 7:30 PM PST) and One time Setup

Odoo Excel Connector

In this Odoo Excel Connector module app enhances Odoo's data management by integrating with Excel and LibreOffice Calc. It offers seamless, data synchronization for exporting and importing Odoo data, providing real-time access within spreadsheets. With customizable templates and advanced filtering, it simplifies bulk operations, reporting, and analysis, ensuring secure and reliable data transfer for improved workflow optimization.

User Manual for Odoo Excel Connector - https://web.kopyst.com/sharedoc/sdsuds

Key Features

1
Seamless Connection with Excel & LibreOffice
2
Pre-defined Excel Templates for Quick Exports
3
Advanced Data Filters & Sorting Options
4
Manual & Scheduled Data Sync
5
Secure Access with Token-Based Authentication
6
Role-Based Access Control
7
Access History Tracking
8
Exported Data in Excel via Web URL
9
Data Exported Using LibreOffice Calc
10
Data Exported Using ODC File

Screenshots

Seamless Connection with Excel & LibreOffice

Integrate Odoo effortlessly with Microsoft Excel and LibreOffice Calc using downloadable ODC files or sync URLs. Enable real-time data updates and streamlined reporting directly from your spreadsheets.

excel_template

Pre-defined Excel Templates for Quick Exports

Easily create and manage reusable templates for various Odoo modules such as Sales, Accounting, and CRM. Define export rules to control exactly what data is included, and activate or deactivate templates with a single click.

export_template

Advanced Data Filters & Sorting Options

Apply filters, choose fields, and define custom rules to export only the data you need, tailored to your business logic.

advanced_data_filter_and_sorting_option

Manual & Scheduled Data Sync

Effortlessly sync Odoo to Excel with our powerful Odoo Excel Connector, enabling seamless data export, reporting, and real-time updates for accounting, sales, and inventory.

Excel Manual & Scheduled Data Sync
LibreOffice Calc & Scheduled Data Sync

Secure Access with Token-Based Authentication

Each export session is protected by a unique access token to ensure security. Tokens can be refreshed at any time, and all activities are created or modfied or no of times used access with complete visibility and control.

Secure Access with Token-Based Authentication

Role-Based Access Control

Ensure data security by restricting access to the module features. Only users with the Manager role can configure or use the connector, providing controlled access based on user roles.

Role-Based Access Control

Access History Tracking

Maintain a clear audit trail for every Excel export template. Monitor who created or modified templates and when, helping teams manage changes and maintain consistent documentation standards.

Access History Tracking

Exported Data in Excel via Web URL

Open Excel, go to the 'From Web URL ' option under the 'Get Data' menu, and paste the Excel template URL to load the data. After making changes in the Contact module in Odoo, click the 'Refresh' button in Excel to sync the latest data.

Exported Data in Excel via Web URL
Exported Data in Excel via Web URL
Exported Data in Excel via Web URL
Exported Data in Excel via Web URL

Data Exported Using LibreOffice Calc

Open LibreOffice Calc , go to the 'External Link' option under the 'Sheet' menu, and paste the Excel template URL and Press "Enter" after csv load and set interval time then after making changes in the Contact module in Odoo, click the button in Excel to sync the latest data.

Data Exported Using LibreOffice Calc
Data Exported Using LibreOffice Calc
Data Exported Using LibreOffice Calc
Data Exported Using LibreOffice Calc

Data Exported Using ODC File

Open Desktop App Excel , go to the 'Brower For More ' option under the 'Existing Connection' menu, and Upload ODC File after configure load data by URL then after making changes in the Contact module in Odoo, Excel gets external web data from Odoo server by specified algorithm and shows Odoo records as Excel spreadsheets with specified time range.

Data Exported Using ODC File
Data Exported Using ODC File

Support

contact

Contact Us

Zehntech Technologies


(https://www.zehntech.com/contact-us/)
support

Support

Zehntech Odoo Support Email


odoo-support@zehntech.com

FAQs

Q1. Why Choose Odoo Excel Connector App?

A - The Odoo Excel Connector App enables seamless data synchronization between Odoo and desktop tools like Microsoft Excel and LibreOffice Calc. Designed for both real-time and scheduled reporting, it simplifies data exports with secure, token-based access and role-based permissions. Ideal for business users, it streamlines reporting workflows without the need for third-party tools. Track access history, manage templates easily, and ensure secure, accurate reporting directly from your spreadsheets with a robust, easy-to-use connector built for Odoo.

Q2. I need some customization in this app. Is it possible?

A - Yes, you can customize the module if you need additional features. We can also assist with the customization. Just email us at odoo-support@zehntech.com with your requirements.

Q3. Will I get lifetime updates for this app?

A - Yes, after purchasing the app, you are eligible for lifetime updates. Check the app page for the changelog, and you can download the updated module from the same link as your original download. If you'd like us to send you update notifications, contact us at odoo-support@zehntech.com.

Q4. I have more questions regarding this app. How do I contact you?

A - Feel free to send us an email at odoo-support@zehntech.com with your questions, and we’ll get back to you as soon as possible.

About Zehntech

We are a technology solutions company that provides solutions to drive outcomes for clients. Organizations around the world rely on us to identify the right technology to solve business problems and achieve ongoing success.

Since 2013, Zehntech has been a force in Software Product Development and SaaS Engineering, delivering over 8 products with a 5 million ARR. These products span Utility and Oil & Gas IIOT solutions, E-commerce platforms, and Enterprise web and mobile applications, including Y-incubator-backed startups. Our team, following industry-standard processes, focuses on transforming business challenges into scalable solutions.

Key Competencies:

ERP and CRM : Solutions built for streamlined business processes and customer relationships across the organization.

IT Product Development: Tailored software solutions for unique business needs.

SaaS Engineering: Scalable and secure SaaS solutions designed for optimal performance. AI/ML Product Development: Creating intelligent, data-driven systems.

Web and Mobile Development: Comprehensive end-to-end development services.

Cloud Computing: Robust and scalable cloud solutions.

24/7 Support Services: Round-the-clock support to ensure business continuity.

Our Services

Odoo Customization
Odoo Customization
Odoo Support & Maintenance
Odoo Support & Maintenance
Odoo Integration
Odoo Integration
Odoo Implementation
Odoo Implementation
Odoo Migration Services
Odoo Migration Services
Odoo Theme Development
Odoo Theme Development
Odoo Website Development
Odoo Website Development
Odoo Mobile App Development
Odoo Mobile App Development

Get In Touch

Need help?

Odoo Integration

Contact Us

Zehntech Technologies


(https://www.zehntech.com/contact-us/)
Odoo Customization

Support

Zehntech Odoo Support Email


odoo-support@zehntech.com

Odoo Excel Connector

The Odoo Excel Connector app enhances Odoo's data management by integrating with Excel and LibreOffice Calc. It offers seamless, data synchronization for exporting and importing Odoo data, providing real-time access within spreadsheets. With customizable templates and advanced filtering, it simplifies bulk operations, reporting, and analysis, ensuring secure and reliable data transfer for improved workflow optimization. Table of contents

Key Features

  • Seamless Connection with Excel & LibreOffice: Integrate Odoo effortlessly with Microsoft Excel and LibreOffice Calc using downloadable ODC files or sync URLs. Enable real-time data updates and streamlined reporting directly from your spreadsheets.
  • Pre-defined Excel Templates for Quick Exports: Easily create and manage reusable templates for various Odoo modules such as Sales, Accounting, and CRM. Define export rules to control exactly what data is included, and activate or deactivate templates with a single click.
  • Advanced Data Filters & Sorting Options: Apply filters, choose fields, and define custom rules to export only the data you need, tailored to your business logic.
  • Manual & Scheduled Data Sync: Effortlessly sync Odoo to Excel with our powerful Odoo Excel Connector, enabling seamless data export, reporting, and real-time updates for accounting, sales, and inventory.
  • Secure Access with Token-Based Authentication: Each export session is protected by a unique access token to ensure security. Tokens can be refreshed at any time, and all activities are created or modfied or no of times used access with complete visibility and control.
  • Role-Based Access Control: Ensure data security by restricting access to the module features. Only users with the Manager role can configure or use the connector, providing controlled access based on user roles.
  • Access History Tracking: Maintain a clear audit trail for every Excel export template. Monitor who created or modified templates and when, helping teams manage changes and maintain consistent documentation standards.

Summary

Efficiently manage Odoo data using Microsoft Excel and LibreOffice Calc. Odoo Excel Connector Odoo app facilitates secure data export, import, and real-time updates through customizable templates and flexible filtering options.

Installation

  1. Download the module from the Odoo App Store or clone the repository.
  2. Place the module in your Odoo addons directory.
  3. Update your Odoo instance to include the new module.
  4. Install the module through the Odoo interface.

How to use this module:

  1. Go to Settings in your Odoo dashboard.
  2. Allow permission for manager excel connector role: Go to "User Setting Profile" and Enable "Excel Connector Manager" checkbox for allow manager role to access module.
  3. Click Excel Connector Menu: Locate the "Excel Connector" option and click it.
  4. Navigate to create a excel template need to create configure for any model with any fields in the model(e.g., Sales, Inventory, Purchases).
  5. Manage Select Fields Columns/Rows: - On the Fields selection choose model field want to data in report with data filter showing domain rules interface. - Easily and edited or remove fields selection in model chosen.
  6. Apply Filter with Rules and Sort Keys/Sort Reverse Order:In the template setup, choose the specific fields you want to export. Apply filters and custom rules to fine-tune the exported data according to your business needs.
  7. Click SET ACTIVE: Enable this option to sync the configured template with Excel or LibreOffice Calc. If the template is not active, the data connection will remain disabled.
  8. Enable Secure Export Access: Each export generates a unique token, ensuring secure access. You can refresh tokens to invalidate old links, and view detailed logs of export access including log tracking.
  9. Connect with Excel or LibreOffice: Download the auto-generated ODC file or use the sync URL to connect your template directly with Excel or LibreOffice for real-time reporting.

10. Track Template History and Changes: View the template history log to see who created or updated a template and when. This helps maintain version control and ensures accountability. Change logs ================================================================

[1.0.0]

  • Added [09-06-2025]- Initial release of the Odoo Excel Connector module.

Support

Zehntech Technologies

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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