{"id":406372,"date":"2023-10-26T06:01:46","date_gmt":"2023-10-26T06:01:46","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=406372"},"modified":"2025-05-26T04:41:18","modified_gmt":"2025-05-26T04:41:18","slug":"user-manual-of-odoo-excel-connector","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/user-manual-of-odoo-excel-connector\/","title":{"rendered":"User Manual of Odoo Excel Connector"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>INTRODUCTION<\/strong><\/h2>\n\n\n\n<p>Excel data management with Odoo Excel Connector!<\/p>\n\n\n\n<p>Microsoft Excel is the most trusted and used analysis tool globally. <a href=\"https:\/\/store.webkul.com\/Odoo-Accounting-Excel-Reports.html\" target=\"_blank\" rel=\"noreferrer noopener\">MS Excel<\/a> permits users to quickly manage, filter, and sort data conveniently.<\/p>\n\n\n\n<p>Odoo Excel Connector links your Odoo to MS Excel or LibreOffice Calc. It allows syncing (export) data from Odoo to Excel or LibreOffice Calc.<\/p>\n\n\n\n<p>It permits template creation for data export. You can also check the export frequency from the template.<\/p>\n\n\n\n<p>Moreover, you can build reports and manage data of any Odoo module in MS Excel or LibreOffice Calc.<\/p>\n\n\n\n<p>Further, you can ensure security by refreshing the access token which refreshes the URL to remove all connected Excel spreadsheets or LibreOffice Calc sheets.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>FEATURES<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>It allows you to export data to MS Excel or LibreOffice Calc without any API.<\/li>\n\n\n\n<li>The Odoo app permits creating a form to export data from Odoo to LibreOffice or Excel.<\/li>\n\n\n\n<li>Filter data that you need to export from Odoo.<\/li>\n\n\n\n<li>Generate access token and URL which automatically updates in ODC file.<\/li>\n\n\n\n<li>It permits checking the access history, frequency (update), and IPs.<\/li>\n\n\n\n<li>Export data from Odoo using URL or ODC file.<\/li>\n<\/ol>\n\n\n\n<p>Check the video mentioned below for a brief overview of the module: <\/p>\n\n\n\n<div class=\"wp-block-wk-block-youtube-video wp-block-wk-block--yt-video components-placeholder\"><div class=\"wk-block--yt-video-frame\"><div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"iczxXgFvLB4\"><div class=\"components-placeholder__instructions\">iczxXgFvLB4<\/div><\/div><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>INSTALLATION<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.<\/li>\n\n\n\n<li>Extract the file on your system after the download finishes. You will be able to see a folder named- \u2018wk_excel_connector.\u2019<\/li>\n\n\n\n<li>Copy and paste this folder inside your Odoo Add-Ons path.<\/li>\n\n\n\n<li>Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.<\/li>\n\n\n\n<li>Then, open the Apps menu and click on \u2018Update Modules List.\u2019<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018wk_excel_connector.\u2019<\/li>\n\n\n\n<li>You will be able to see the module in the search result. Click on \u2018Install\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n<p>Before moving on to the configuration part, explore our <a href=\"https:\/\/webkul.com\/odoo-development\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo development<\/a> services &amp; an extensive range of quality <a href=\"https:\/\/store.webkul.com\/Odoo.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Apps<\/a><em>.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>WORKFLOW<\/strong><\/h2>\n\n\n\n<p>Let&#8217;s check out how to configure the Odoo Excel Connector.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>CONFIGURATION AT ODOO END<\/strong><\/h3>\n\n\n\n<p>1. Go to Excel Connector&gt;Excel Template and click the \u2018Create\u2019 button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-220.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"612\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-220-1200x612.png\" alt=\"creating-odoo-excel-connector-export-template\" class=\"wp-image-407612\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-220-1200x612.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-220-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-220-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-220-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-220-1536x783.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-220.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>2. In the Excel Export form enter the template name, model, Responsible, Language, and company. Further, add the field of the added module whose data you want to export in the \u2018Fields\u2019 tab.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-219.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"612\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-219-1200x612.png\" alt=\"filling-in-odoo-excel-connector-export-form\" class=\"wp-image-407611\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-219-1200x612.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-219-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-219-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-219-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-219-1536x783.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-219.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>3. Move to the \u2018Domain\u2019 tab and add the various filters based on your requirements.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-218.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"613\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-218-1200x613.png\" alt=\"adding-export-filters-in-odoo-excel-connector\" class=\"wp-image-407610\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-218-1200x613.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-218-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-218-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-218-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-218-1536x784.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-218.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>4. Once done, save the export template to generate the URL and Access token. Using the access token or URL a user can export data from Odoo.<\/p>\n\n\n\n<p>In the \u2018Access History\u2019 tab, you can see a list of all connected Excel or LibreOffice Calc that includes the IP addresses, created date, last used date, frequency (in sec), and No. of Times Used.<\/p>\n\n\n\n<p>You can delete all records with the \u2018Flush History\u2019 button. The \u2018Generate New Token\u2019 will generate a new token and URL and will disconnect all connected spreadsheets.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-217.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"612\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-217-1200x612.png\" alt=\"checking-access-history-in-odoo-excel-connector\" class=\"wp-image-407609\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-217-1200x612.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-217-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-217-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-217-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-217-1536x783.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-217.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>5. You can manage the export template status from the options available on the top right. Additionally, you can connect Excel by downloading an ODC file through the \u2018Download ODC File.\u2019<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-216.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"613\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-216-1200x613.png\" alt=\"changing-status-and-downloading-odc-file\" class=\"wp-image-407608\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-216-1200x613.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-216-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-216-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-216-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-216-1536x784.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-216.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>IMPORTING DATA TO LibreOffice CALC<\/strong><\/h3>\n\n\n\n<p>6. In LibreOffice calc, go to \u2018Sheet&gt; Link to External Data\u2019 and tick the box \u2018Update Every\u2019 and set the time (in minutes) to auto-import data. Once done, hit the \u2018Ok\u2019 button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-215.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"675\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-215-1200x675.png\" alt=\"export-dat-to-libreoffice-calc-1\" class=\"wp-image-407607\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-215-1200x675.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-215-300x169.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-215-250x141.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-215-768x432.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-215-1536x864.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-215.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>7. After hitting the OK button it will fetch the data from Odoo of the selected module.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-214.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"675\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-214-1200x675.png\" alt=\"export-dat-to-libreoffice-calc-2\" class=\"wp-image-407606\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-214-1200x675.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-214-300x169.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-214-250x141.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-214-768x432.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-214-1536x864.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-214.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>NEED HELP?<\/strong><\/h2>\n\n\n\n<p>Hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries regarding the same, please raise a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>For any doubt, contact us at our <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>INTRODUCTION Excel data management with Odoo Excel Connector! Microsoft Excel is the most trusted and used analysis tool globally. MS Excel permits users to quickly manage, filter, and sort data conveniently. Odoo Excel Connector links your Odoo to MS Excel or LibreOffice Calc. It allows syncing (export) data from Odoo to Excel or LibreOffice Calc. <a href=\"https:\/\/webkul.com\/blog\/user-manual-of-odoo-excel-connector\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":383,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[14997,14995,14992,14993,14991,14990,14998,1267,13385,13605,3186,14994],"class_list":["post-406372","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-data-analysis","tag-excel-connector","tag-libreoffice","tag-libreoffice-calc","tag-microsoft-excel","tag-ms-excel","tag-ms-office","tag-odoo","tag-odoo-admin","tag-odoo-app","tag-odoo-connector","tag-odoo-excel-connector"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Manual of Odoo Excel Connector - Webkul Blog | Export Data to MS Excel<\/title>\n<meta name=\"description\" content=\"Odoo Excel Connector lets you analyze and filter Odoo data based on your needs. It allows you to export data to MS Excel and LibreOffice.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/webkul.com\/blog\/user-manual-of-odoo-excel-connector\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"User Manual of Odoo Excel Connector - Webkul Blog | Export Data to MS Excel\" \/>\n<meta property=\"og:description\" content=\"Odoo Excel Connector lets you analyze and filter Odoo data based on your needs. It allows you to export data to MS Excel and LibreOffice.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/webkul.com\/blog\/user-manual-of-odoo-excel-connector\/\" \/>\n<meta property=\"og:site_name\" content=\"Webkul Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/webkul\/\" \/>\n<meta property=\"article:published_time\" content=\"2023-10-26T06:01:46+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-26T04:41:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/webkul.com\/blog\/wp-content\/uploads\/2023\/10\/image-220-1200x612.png\" \/>\n<meta name=\"author\" content=\"Mohd. Razdar Hasan\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@webkul\" \/>\n<meta name=\"twitter:site\" content=\"@webkul\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mohd. 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