Description
Odoo Excel Connector is an Odoo app that exports records from any Odoo model to MS Excel or LibreOffice Calc spreadsheets.
Admins create an Excel template in Odoo, pick a model and its fields, and save. Odoo then generates a unique URL and access token for that template.
Paste the URL into a spreadsheet, or open the ODC file in MS Excel. Excel or Calc then pulls the selected Odoo data as rows and columns.
Domain rules limit which records are exported. Each template also has a responsible user, a language, and a company.
It supports Odoo 16, 17, 18, and 19. Spreadsheets can refresh the linked data at an interval set inside Excel or Calc.
Additionally, if you want to build dashboards on your ERP data, then check Odoo Power BI Connector.
Highlighted Features of Odoo Excel Connector
Export Any Odoo Model
Send data from sales, accounting, inventory, or any other Odoo model to a spreadsheet.
URL and ODC Connection
Link a sheet with the template URL or open the downloaded ODC file in MS Excel.
Field and Domain Filters
Pick the columns to export and add domain rules so only matching records reach the sheet.
Token-Based Security
Generate a new access token to change the URL and cut off every connected spreadsheet.
Access History Log
See which IP addresses read the data, when they last did, and how often they refresh.
Template Status Control
Keep templates in Draft while you build them, then switch them to Active or Inactive.
Why Do We Need Odoo Excel Connector?
Odoo Excel Connector lets teams export Odoo data to MS Excel or LibreOffice Calc sheets that stay current.
Odoo can export a list view to a file, but that file is a one-time copy. It goes out of date as soon as records change.
Teams that report in spreadsheets must export, download, and paste the data again for every update. Mistakes creep in and time is lost.
Each export template gets a live URL instead. A connected sheet fetches fresh records whenever it refreshes.
In LibreOffice Calc, one Link to External Data step with an Update every value keeps the sheet current with no repeat downloads.
Also, if you want to send Odoo data to Google reports, you can check our app Odoo Google Looker Studio.
Odoo Excel Connector Use Cases
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Finance Reports in Excel
Accountants pull the chart of accounts or journal data into Excel and build their own pivot reports.
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Sales Data for Managers
Sales managers get a sheet of filtered orders that refreshes on its own, without opening Odoo.
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Stock Tracking Sheets
Warehouse teams keep a product or stock list open in Calc and review the latest figures during the day.
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Multi-Company Reporting
Groups set a company on each template, so every entity gets its own export for local reports.
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Controlled Data Sharing
Admins share only chosen fields and records, then change the token when a person should lose access.
Create an Excel Export Template in Odoo
An Excel Template form defines what data a spreadsheet receives. Admins open Excel Connector > Excel Template and click Create.
- Enter a Template Name to identify the export.
- Select the Model whose records you want to export, such as Account.
- Assign a Responsible user for the template.
- Set the Language for the export.
- Choose the Company the export belongs to.
- Find saved templates in a list with Filters, Group By, and Favorites.
Select Fields to Export to the Spreadsheet
In the Fields tab, admins set the columns of the exported sheet. Each line maps one Odoo field to a column label.
- Click Add a line to add a field from the selected model.
- Edit the Name/Label to control the column heading in the sheet.
- Check the Model column to confirm where each field comes from.
- Drag the handle to change the column order.
- Remove a field with the delete icon.
Filter Export Data with Domain Rules
Rules in the Domain tab decide which records are exported. Only records that match the rules appear in Excel or Calc.
- Start from Match all records to export the full model.
- Click Add Filter to create a rule on any field.
- Combine rules so records match all or any of them.
- See the live record count before you save.
Secure Export URL and Access Token
Saving a template generates a unique URL and access token. Since the URL carries the token, only people with the link can read the data.
- Copy the URL shown under Use this url in excel to connect to this template.
- View the current Access Token on the template form.
- Click Generate New Token to create a new token and URL.
- A new token disconnects every spreadsheet that used the old URL.
Track Access History of Connected Sheets
Access History lists every spreadsheet that reads the template. Admins can spot unknown clients and check refresh load.
- See the IP Address of each connected Excel or Calc sheet.
- Check the Created on and Last Used Date of each connection.
- Review the Frequency(sec) between data requests.
- Count requests in the No of Times Used column.
- Clear all records with the Flush History button.
Download ODC File and Manage Template Status
An ODC file lets MS Excel connect to a template without typing the URL. A status bar controls whether a template is in use.
- Click Download ODC File to get the connection file for MS Excel.
- The ODC file uses the latest URL after a token refresh.
- Move a template between Draft, Active, and Inactive.
- Use the Action menu to delete a template you no longer need.
Link Odoo Data in LibreOffice Calc
LibreOffice Calc reads the template URL as an external data source. Calc then fills the sheet with the exported Odoo records.
It suits teams that work in Calc and want Odoo figures to stay current.
- Open Sheet > Link to External Data in LibreOffice Calc.
- Paste the template URL in URL of External Data Source.
- Tick Update every and set the refresh interval.
- Click OK to load the Odoo records into the sheet.
Complete Odoo Excel Connector Feature List
Data Export to Spreadsheets
- Export records from any Odoo model to MS Excel or LibreOffice Calc
- Connect a sheet through the template URL or a downloaded ODC file
- Connect without any API setup
- Refresh sheet data at the interval set in Excel or Calc
Export Template Setup
- Create one export template per data set, with a name and model
- Assign a responsible user, language, and company to each template
- Choose the fields to export and rename their column labels
- Reorder or remove fields from the Fields tab
- Filter records with domain rules and preview the record count
Security & Access Control
- Protect each template URL with a unique access token
- Generate a new token to change the URL and disconnect old sheets
- Log IP address, created date, last used date, frequency, and usage count
- Clear the log with Flush History
Template Management
- Set templates to Draft, Active, or Inactive
- Search, filter, and group templates in the list view
- Delete unused templates from the Action menu
- Supports Odoo 16, 17, 18, and 19
Support
For any query or issue, please create a support ticket here http://webkul.uvdesk.com/.
You may also check our top-quality Odoo Apps.