How to update Odoo from Excel

The CData Excel Add-In for Odoo enables you to edit and save Odoo data directly from Excel. This article explains how to transfer data from Excel to Odoo. This technique is useful if you want to work on Odoo data in Excel and update changes, or if you have a whole spreadsheet you want to import into Odoo. In this example, you will use the res_users table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Odoo connection by clicking From Odoo on the ribbon.

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.

Retrieve Data from Odoo

To insert data into Odoo, you will first need to retrieve data from the Odoo table you want to add to. This links the Excel spreadsheet to the Odoo table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From Odoo button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the res_users table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Odoo

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =Myres_usersSheetInExcel!A1.
2. After using a formula to reference the cells you want to add to Odoo, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the res_users sheet.
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.