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How to create an RPA flow for Odoo Data in UiPath Studio
Use the Odoo ODBC Driver to create workflows that access real-time Odoo data without any coding.
UiPath is a Robotic Process Automation (RPA) platform with rich features and an easy-to-use UI that enables non-developers to create process automation. By using UiPath Studio, you can build an RPA program just like drawing a diagram. With the CData ODBC Driver for Odoo, users can embed Odoo data in the workflow.
This article walks through using the Odoo ODBC Driver in UiPath Studio to create an RPA program that accesses Odoo data.
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 the Connection to Odoo
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.
Connect UiPath Studio to Odoo Data
Now you are ready to use Odoo data ODBC DSN in UiPath Studio with the following steps.
- From the Start page, click Blank to create a New Project.
- Click Manage Packages then search for and install UiPath.Database.Activities.
- Navigate to the Activities and drop a Flowchart (Workflow -> Flowchart -> Flowchart) onto the process.
- Drop a database Connect activity (App Integration -> Datbase -> Connect) after the Start activity.
- Double-click the Connect activity and configure the Connection.
![]( "Configure the Connect Activity")
- Click the Connection Wizard
- Select "Microsoft ODBC Data Source"
- In Connection Properties, select your DSN (CData Odoo Source) and click OK
- To store Connection info, create a variable and bind to Output in the Properties section. Choose DatabaseConnection in Output.
![]( "Bind the Connection to the Output property.")
Create an Execute Query Activity
With the connection configured, we are ready to query Odoo data in our RPA.
- From the Activities navigation, select Execute Query and drop it on the Flowchart.
- Double-click the Execute Query activity and set the properties as follows:
- ExistingDbConnection: Your Connection variable
- Sql: SELECT statement like SELECT name, email FROM res_users
- DataTable: Create and use a variable with the Type System.Data.DataTable
![]( "Set the Query for the ODBC Driver.")
Create Write CSV Activity
With the Connection and Execute Query activities configured, we are ready to add a Write CSV activity to the Flowchart to replicate the Odoo data.
- From the Activities navigation, select Write CSV and drop it after the Execute Query activity.
- Double-click the Write CSV activity and set the properties as follows:
- FilePath: Set to a file (new or existing) on disk (i.e.: C:\UiPath[id]-data.csv
- DataTable: Set to the DataTable variable you created earlier
Connect the Activities and Run the Flowchart
If they are not already connected, connect each Activity that you created to complete the RPA project for extracting Odoo data and exporting it to CSV.
Click Run to extract Odoo data and create a CSV file.
In this article, we used the CData ODBC Driver for Odoo to create an automation flow that accesses Odoo data in UiPath Studio. Download a free, 30-day trial of the ODBC Driver and start working with live Odoo data in UiPath Studio today!
Ready 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.
