Odoo

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Odoo is an open-source enterprise resource planning (ERP) software suite that encompasses various business management applications. It offers modules for functions like accounting, inventory management, sales, CRM, human resources, and more, providing a comprehensive and customizable solution for businesses to streamline their operations and improve efficiency.

Authorize Connection to Odoo

  1. On the Authorizers page, click on Authorize New Service and select Odoo.
  2. Fill in the following fields:
    1. Host: Your database's URL, it will be in the yourdatabase1.odoo.com format. Please make sure you DON'T include the https:// part.
    2. Username: Email address used to log into your Odoo account.
    3. Password: Password associated with your email to log into your Odoo account. In case you don't have a password set up, please refer to Odoo's official documentation.
    4. Database: Name of your database, same as used in the Host URL, in this example, it will be yourdatabase1.
  3. Rename your authorizer for easier identification and click on Save.
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To retrieve data from Odoo, make sure you are on a custom plan that includes access to the Odoo API.

How to Create an Odoo Data Source

  1. On the Sources page, click on the Create Source button.
  2. Select the connector from the list and name your data source.
  3. On the Dataset step, select your dataset.
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    If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.

  4. On the Account step select your authorizer from the drop-down menu.
    Didn't find your authorizer?

    Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

  5. On the Attributes and Metrics step, select the metrics and attributes you want to extract.
    Create a source using a custom-schema connector.
  6. On the Metadata step, select which metadata fields such as extraction time to add to your data.
  7. On the Snapshot step:
    1. Configure your sync frequency or click Show advanced settings to set the exact synchronization time.
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      If you need to load historical data, refer to the Data Backfilling article.

    2. [Optional] Enable the Allow Empty Data Extractions toggle to allow the extraction when no data is available.
  8. In the top-right corner, click Test Data button to preview extracted data. You can adjust the date range for a specific time frame.
  9. Click on Save and congratulations, your new data source is ready!

Advanced Configuration

Advanced Filtering

The Odoo connector allows two types of advanced filtering:

  • Date Range Field: Allows users to filter data by a selected date field (e.g., Created On or Last Updated On).
  • Custom Filter: Enables users to apply advanced filtering conditions for special data loading cases, giving advanced users greater flexibility to include data from more than one company (operation).
    • By default, the currently selected company's data gets extracted. If you need data from more companies, use the Custom filter field on the Models and columns step.
    • This field enables users to apply conditions for special data loading cases, giving advanced users greater flexibility to e.g. include data from more than one company (operation).
    • For example: The filter [['id', '=', 1]] will return the record(s) where the company ID field is equal to 1. For more companies,

Odoo additional filtering capabilities

Troubleshooting

Data Preview Unavailable

No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

  • Date range: Try a smaller date range. You can load the rest of your data afterward using manual data load.
  • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.
  • Invalid metrics, attributes, or breakdowns: You may not have any data for the selected metrics, attributes, or breakdowns.
  • Incompatible combination of metrics, attributes, or breakdowns: Your selected combination cannot be queried together. Please refer to the service's documentation to view a full list of metrics that can be included in the same data source.

Data Duplication

A duplicated data issue may be caused by a bug in Odoo’s pagination. This issue can be solved by loading additional values which the Solutions Team can assist you with.

If you encounter this issue, please use the date range field on the Models and columns source creation step to filter your data. We recommend using Last Updated On, which will be set as the default once the frontend team deploys a bug fix.

Error During Source Creation

Make sure you are inputting the host name correctly when you are authorizing the connection to Odoo. Your database's URL it will be in the yourdatabase1.odoo.com format. Please note that you are NOT supposed to include https:// here.

Related Articles

Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

Sending Data to Dashboarding Apps

Sending Data to Data Storages

Other Resources