Model Context Protocol (MCP) finally gives AI models a way to access the business data needed to make them really useful at work. CData MCP Servers have the depth and performance to make sure AI has access to all of the answers.
Try them now for free →
Create Odoo-Connected Visualizations in Klipfolio
Use CData Connect Cloud to connect to Odoo Data from Klipfolio and build custom visualizations using live Odoo data.
Klipfolio is an online dashboard platform designed to create real-time business dashboards, whether for your team or clients. When combined with CData Connect Cloud, you gain immediate cloud-to-cloud access to Odoo data to create visualizations, reports, and more. This article provides step-by-step instructions on connecting to Odoo within Connect Cloud and creating visualizations using Odoo data in Klipfolio.
CData Connect Cloud offers a direct cloud-to-cloud interface for Odoo, enabling you to construct reports from real-time Odoo data data within Klipfolio—without the need for data replication to a database natively supported by Klipfolio. While building visualizations, Klipfolio generates SQL queries to fetch data. With optimized data processing capabilities out of the box, CData Connect Cloud efficiently directs all supported SQL operations (such as filters, JOINs, etc.) directly to Odoo, harnessing server-side processing to swiftly retrieve the requested Odoo data 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.
-
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 Klipfolio
Connectivity to Odoo from Klipfolio is made possible through CData Connect Cloud. To work with Odoo data from Klipfolio, 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
-
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 Klipfolio.
Connect to Odoo from Klipfolio
The steps below outline connecting to CData Connect Cloud from Klipfolio to create a new Odoo data source.
- Open Klipfolio
- Click in Data Sources to add a new data source
- Search for and select MSSQL as the Service
- Click "Create a custom MSSQL data source"
- Configure the data source by setting the MSSQL connection properties:
- Host: tds.cdata.com
- Port: 14333
- Database: your database (e.g., Odoo1)
- Driver: MS SQL
- Username: a Connect Cloud user (e.g. [email protected])
- Password: the above user's PAT
- SQL Query: any query to retrieve data (e.g. SELECT * FROM res_users )
- Select the checkbox to "Include column headers"
- Select the checkbox to "Use SSL/TLS"
- Click "Get data" to preview the Odoo data before building a data model.
Build a Data Model
After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.
- Confirm that the model includes all columns you wish to work with
- Name your model
- (optional) Set the Description
- Set "Header in row" to 1
- Click the toggle to "Exclude data before row" and set the value to 2
- Click "Save and Exit"
Create a Metric
With the data modeled, we are ready to create a Metric (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.
- Click "Create metrics"
- Select a Data source
- Select a Metric value and default aggregation
- Select Segmentation(s)
- Select a Date & time
- Select a Data shape
- Configure the Display settings
- Click Save
- Navigate to your Metric and further configure the visualization
SQL Access to Odoo Data from Cloud Applications
Now you have a Metric built from live Odoo data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Odoo data.
To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud.
