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Use the CData ODBC Driver for Odoo from SharePoint Excel Services
This article demonstrates how to use the CData ODBC Driver for Odoo to connect to Odoo data from Excel in on-premises editions of SharePoint. This technique allows SharePoint users to create reports, scorecards, and dashboards featuring Odoo data in Excel.
The CData ODBC Driver for Odoo can be accessed using the built-in data access tools in Excel. This article demonstrates how to use the CData ODBC Driver for Odoo to connect to Odoo data from Excel spreadsheets in on-premises editions of SharePoint.
Connect to Odoo as an ODBC Data Source
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.
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
Configure Excel Services
Once the ODBC DSN is configured, you can configure Excel Services to use the DSN to connect. To do this, you will need to set up the OLE DB provider as a trusted data source. You will also want to decide if you want to use a Secure Store Service to enable single sign-on functionality with the ODBC driver. If you prefer, you can use the Excel Services Unattended account and skip to step 3 below.
- First, set up a secure store application to use single sign-on. In SharePoint Central Administration, go to Application Management -> Manage Service Applications. Select your secure store service application or create a new one. Click Manage on the Edit menu to begin editing the application.
- Create a new target application. You will be able to set the list of users who have access to this application. After the application is created, you will need to set the credentials on the application so that you can use this later for single sign-on.
- Navigate to Application Management -> Manage Service Applications in SharePoint Central Administration. Select the Excel Services application used by your organization or create one if it does not already exist. Click Manage. If you create a new app, check the option to add the service application's proxy to the farm's default proxy list.
- Click on Trusted Data Providers and add a new trusted provider. Set 'MSDASQL.1' for the Provider ID and leave the type as 'OLE DB'. Click OK to add this new provider to the list of trusted providers.
![]( "The OLE DB provider configured as a trusted provider.")
Connect to and Import Odoo Data in Excel
After you have enabled and secured access to the DSN, you can access the data source from the ribbon in Excel.
- In an Excel spreadsheet, open the Data tab and click From Other Sources -> From Data Connection Wizard.
- Select 'Other/Advanced' for the type and on the next screen, select the 'Microsoft OLE DB Provider for ODBC Drivers'. On the Connection tab, select CData Odoo Sys, the system DSN. The driver installation automatically creates matching user and system DSNs: The system DSN is needed to connect from SharePoint.
![]( "The DSN to connect to. (Salesforce is shown.)")
- Select the table you would like to connect to.
- On the last step of the wizard, click the 'Authentication Settings' button. Select the 'Use a stored account' and enter the name of the secure store target application you created earlier. Or, if you want to use the Unattended Service Account, select None.
![]( "The name of the secure store target application.")
- After you finish the wizard, the data is imported into the spreadsheet. You can now update and save Odoo data directly in SharePoint.
![]( "Data imported into the spreadsheet from the ODBC data source.")
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.
