Quick Start – o2sheet – Odoo data connector for Google Sheet

3. Create your first extraction

o2sheet — Wed, 07 Jul 2021 20:06:01 +0000

Tab Name (1) : From the dropdown you can choose to import you data on an existing sheet, or create a new one by just typing its name, and they press “enter” key to validate the entry

Server (2) : Chose here the server instance to use. If your credentials expired or if it’s the first time you connect, you have to log in by using your credentials in order to continue. Be aware, you need “Administration / Settings” grant level in order to use “Advanced SQL request”.

If you want to automate your extractions, you need to check “Remember my credentials” in order to automatically reconnect when they will expire

Odoo table (3) : You have to choose here the table from where to extract data.

Select a module, and than you can pick the table from which you want your data. You can also use the search tool and filter upon description or technical name. To validate your choice click over the check button.

Configuring the extraction :

Select the list of columns you need to work with. This will open a popup and will let you chose the fields and their order.

Once columns validated, you can pick optional configuration. You need to be aware that by default Odoo delivers only 80 first rows, so you will need to change this limit in order to retrieve the full dataset (some limitations may apply).

2. How to configure a connection

o2sheet — Wed, 07 Jul 2021 18:55:32 +0000

You can go on the connections page from the Addon menu, or from the sidebar menu :

The first time you launch the application you have to define your connection. You will be able next to create other connections in order to retrieve data from others Odoo instances or companies.

List of field on this form :

Name : it’s a technical name simple to use and can not be updated later. It’s better to use a lower case alpha numeric value. Examples : master, main, test, dev, master-company1 …

Title : use a descriptive text as you can have multiple connections and you may chose between them.

Web Address : copy/paste here the URL of your odoo instance. It should be publicly accessible as we use it to grab data

Database : you can either find asking it from the IT service or by connecting and enabling the debug mode – read how to find odoo database name

Store connections : a connection is stored by default on current document, if you plan to create multiple documents, check this in order to avoid creating multiple connections

Share credentials : once created you will need to login in order to retrieve your data. Credentials informations are securely stored only on your google account. If you plan to let other users to create and change your reports check this, they will not have to login by their own.

Once the first connection created you can now return to the main page (with the back button) and create you first extraction

1. How to install o2sheet

o2sheet — Thu, 13 Aug 2020 09:12:42 +0000

Once installed from the marketplace, you can start to use the plugin. There is no additionnal addon to install on Odoo, or any special configuration to be done, it works on every major versions of Odoo.

Once installed you can launch it from the Addons menu :

Once launched, at the first runtime you can start using the addon with a trial period of 14 days or :

And that’s done !

Now you need to first connect with Odoo, it’s really easy, you have just to use your user account.