We are proud to share our inclusion in the 2024 Gartner Magic Quadrant for Data Integration Tools. We believe this recognition reflects the differentiated business outcomes CData delivers to our customers.
Get the Report →
Create Odoo-Connected Nintex Workflows
Use CData Connect Cloud to connect to Odoo Data from Nintex Workflow Cloud and build custom workflows using live Odoo data.
Nintex Workflow Cloud is a cloud-based platform where you can design workflows to automate simple or complex processes using drag-and-drop interactions — without writing any code. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Odoo data for business applications. This article shows how to create a virtual database for Odoo in Connect Cloud and build a simple workflow from Odoo data in Nintex.
CData Connect Cloud provides a pure, cloud-to-cloud interface for Odoo, allowing you to build workflows from live Odoo data in Nintex Workflow Cloud — without replicating the data to a natively supported database. Nintex allows you to access data directly using SQL queries. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Odoo, leveraging server-side processing to quickly return the requested 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.
-
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 Nintex
Connectivity to Odoo from Nintex is made possible through CData Connect Cloud. To work with Odoo data from Nintex, 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 from Nintex Workflow Cloud.
Connect to Odoo from Nintex
The steps below outline creating a new connection to Odoo data from Nintex (via Connect Cloud).
- Log into Nintex Workflow Cloud
- In the Connections tab, click "Add new"
- Select "Microsoft SQL Server" as the connector and click "Connect"
- In the SQL Server connection wizard, set the following properties:
- Connection Name: a Connect Cloud
- Username: a Connect Cloud username (e.g. [email protected])
- Password: the Connect Cloud user's PAT
- Database Host: tds.cdata.com
- Database Name: the Odoo connection (a.g., Odoo1)
- Click "Connect"
- Configure the connection permissions and click "Save permissions"
Create a Simple Odoo Workflow
With the connection to CData Connect Cloud configured, we are ready to build a simple workflow to access Odoo data. Start by clicking the "Create workflow" button.
Configure the Start Event Action
- Click the start event task and select the "Form" event
- Click "Design form"
- Drag a "Text - Long" element onto the Form and click the element to configure it
- Set "Title" to "Enter SQL query"
- Set "Required" to true
- Drag a "Text - Short" element onto the Form and click the element to configure it
- Set "Title" to "Enter desired result column"
- Set "Required" to true
Configure an "Execute a Query" Action
- Add an "Execute a query" action after the "Start event: Form" action and click to configure the action
- Set "SQL Script" to the "Enter SQL Query" variable from the "Start event" action
- Set "Column to retrieve" to the "Enter desired result column" variable from the "Start event" action
- Set "Retrieved column" to a new variable (a.g., "values")
Configure a "Send an Email" Action
- Add a "Send an email" action after the "Execute a query" action and click to configure the action
- Set the "Recipient email address"
- Set the "Subject"
- Set the "Message body" to the variable created for the retrieved column
Once you configure the actions, click "Save," name the Workflow, and click "Save" again. You now have a simple workflow that will query Odoo using SQL and sand an email with the results.
To learn more about live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, check out the CData Connect Cloud page. Sign up for a free trial and reach out to our Support Team if you have any questions.
