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How to Connect to & Open Odoo Data in Microsoft Excel
This article uses the CData ODBC driver for Odoo to import data in Excel with Microsoft Query. This article also demonstrates how to use parameters with Microsoft Query.
The CData ODBC driver for Odoo uses the standard ODBC interface to link Odoo data with applications like Microsoft Access and Excel. Follow the steps below to use Microsoft Query to import Odoo data into a spreadsheet and provide values to a parameterized query from cells in a spreadsheet.
About Odoo Data Integration
Accessing and integrating live data from Odoo has never been easier with CData. Customers rely on CData connectivity to:
- Access live data from both Odoo API 8.0+ and Odoo.sh Cloud ERP.
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Extend the native Odoo features with intelligent handling of many-to-one, one-to-many, and many-to-many data properties. CData's connectivity solutions also intelligently handle complex data properties within Odoo. In addition to columns with simple values like text and dates, there are also columns that contain multiple values on each row. The driver decodes these kinds of values differently, depending upon the type of column the value comes from:
- Many-to-one columns are references to a single row within another model. Within CData solutions, many-to-one columns are represented as integers, whose value is the ID to which they refer in the other model.
- Many-to-many columns are references to many rows within another model. Within CData solutions, many-to-many columns are represented as text containing a comma-separated list of integers. Each value in that list is the ID of a row that is being referenced.
- One-to-many columns are references to many rows within another model - they are similar to many-to-many columns (comma-separated lists of integers), except that each row in the referenced model must belong to only one in the main model.
- Use SQL stored procedures to call server-side RFCs within Odoo.
Users frequently integrate Odoo with analytics tools such as Power BI and Qlik Sense, and leverage our tools to replicate Odoo data to databases or data warehouses.
Getting Started
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
To connect, set the Url to a valid Odoo site, User and Password to the connection details of the user you are connecting with, and Database to the Odoo database.
You can then work with live Odoo data in Excel.
NOTE: In recent versions of Excel, Microsoft Query is not visible by default. To enable visibility, Navigate to Options > Data and check From Microsoft Query (Legacy) under the Show legacy data import wizards section.
- In Excel, open the Data tab and choose Get Data -> Legacy Wizards -> From Microsoft Query (Legacy).
![]( "Open Microsoft Query from the Data tab.")
- Choose the Odoo DSN. Select the option to use Query Wizard to create/edit queries.
![]( "The list of available ODBC DSNs in the Choose Data Source dialog.")
- In the Query Wizard, expand the node for the table you would like to import into your spreadsheet. Select the columns you want to import and click the arrow to add them to your query. Alternatively, select the table name to add all columns for that table.
![]( "Available tables and columns in the Choose Columns step of the Query Wizard. (Salesforce is shown.)")
- The Filter Data page allows you to specify criteria. For example, you can limit results by setting a date range.
![]( "The Filter Data step of the Query Wizard. (Salesforce is shown.)")
- If you want to use parameters in your query, select the option to edit the query in Microsoft Query.
To set a parameter in the query, you will need to modify the SQL statement directly. To do this, click the SQL button in the Query Editor. If you set filter criteria earlier, you should have a WHERE clause already in the query.
To use a parameter, use a "?" character as the wildcard character for a field's value in the WHERE clause. For example, if you are importing the res_users, you can set "id=?".
- Close the SQL dialog when you are finished editing the SQL statement. You will be prompted to enter a parameter value. In the next step, you will select a cell to provide this value. So, leave the box in the dialog blank.
![]( "The generated SQL statement. (Salesforce is shown.)")
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Click File -> Return Data to Microsoft Excel. The Import Data dialog is displayed. Enter a cell where results should be imported.
![]( "The Import Data dialog.")
- Close the Import Data dialog. You will be prompted to enter a parameter value. Click the button next to the parameter box to select a cell. Select the option to automatically refresh the spreadsheet when the value changes.
Ready to get started?
Download a free trial of the Odoo ODBC Driver to get started:
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Odoo ODBC Driver
The Odoo ERP ODBC Driver is a powerful tool that allows you to connect with live Odoo ERP data, directly from any applications that support ODBC connectivity.
Access Odoo ERP like you would a database - read, write, and update Sales Orders, Purchase Orders, Accounts, etc. through a standard ODBC Driver interface.
