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Get the Report →Work with Live Odoo Data in Power Query
Use CData Connect Cloud to connect to Odoo data and work with live Odoo data in Microsoft Power Query.
Power Query is a data transformation and data preparation engine. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Odoo data from Power Query. This article shows how to connect to Connect Cloud from Power Query through Microsoft Excel and get live access to Odoo data for transformation and preparation.
CData Connect Cloud provides a pure SQL, cloud-to-cloud interface for Odoo, allowing you to easily integrate with live Odoo data in Power Query — without replicating the data. CData Connect Cloud looks exactly like a SQL Server database to Power Query and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Odoo, leveraging server-side processing to quickly return 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 Odoo Connectivity for Power Query
Connectivity to Odoo from Power Query is made possible through CData Connect Cloud. To work with Odoo data from Power Query, we start by creating and configuring a Odoo connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Odoo" from the Add Connection panel
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Enter the necessary authentication properties to connect to Odoo.
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.
- Click Create & Test
- Navigate to the Permissions tab in the Add Odoo Connection page and update the User-based permissions.
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured, you are ready to connect to Odoo data from Power Query.
Working with Live Odoo Data in Power Query
With the connection to Connect Cloud configured, you are ready to work with live Odoo data in Power Query.
- In Microsoft Excel, open the Power Query Editor (from the Data ribbon, click Get Data -> Launch Power Query Editor)
- Click New Source -> SQL Server
- In the SQL Server database modal:
- Set Server to tds.cdata.com,14333
- (Optional) Set Database to the name of the Odoo connection (e.g. Odoo1 )
- In the SQL Server credentials modal, select "Database" and
- Set User to your Connect Cloud username (e.g. [email protected] )
- Set Password to the PAT for the above user
- Click Connect
- Select the table(s) you wish to work with in the Navigator and click "OK"
At this point, you have live access to Odoo data from Power Query for transformation and preparation.
SQL Access to Odoo Data
Now you have a direct connection to live Odoo data from Microsoft Power Query. You can create more connections and transform and preparte your data to better drive business — all without replicating Odoo data.
To get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.