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 Odoo Excel Connector Menu: Locate the "Odoo 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 By Key Order/Sort By Descending 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 [19-11-2025]- Initial release of the Odoo Excel Connector module.

Support

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