Connect Microsoft Excel and Odoo
Integrate Microsoft Excel with Odoo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Row in Microsoft-excel when When a contact is created or updated in Odoo
Create Spreadsheet in Microsoft-excel when When a contact is created or updated in Odoo
Update Row in Microsoft-excel when When a contact is created or updated in Odoo
Add Row To Table in Microsoft Excel when When a contact is created or updated in Odoo
Find Row in Microsoft-excel when Opportunity created or updated in Odoo
Popular Microsoft Excel + Odoo flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Excel
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an action
Odoo
Automatically do this!
Create Sales Opportunity
Add New Lead
Update Contact
Get Leads
Update Opportunity
Find Opportunities
Create Contact
Update Lead
Find Contacts
Create Helpdesk Ticket
Mark an Opportunity as Won
Mark Opportunity as Lost
Delete Contact
Delete Opportunity
Delete Lead
Find Row in Microsoft-excel when When a contact is created or updated in Odoo
Use this flowCreate Spreadsheet in Microsoft-excel when When a contact is created or updated in Odoo
Use this flowUpdate Row in Microsoft-excel when When a contact is created or updated in Odoo
Use this flowAdd Row To Table in Microsoft Excel when When a contact is created or updated in Odoo
Use this flowFind Row in Microsoft-excel when Opportunity created or updated in Odoo
Use this flowCreate Spreadsheet in Microsoft-excel when Opportunity created or updated in Odoo
Use this flowUpdate Row in Microsoft-excel when Opportunity created or updated in Odoo
Use this flowAdd Row To Table in Microsoft Excel when Opportunity created or updated in Odoo
Use this flowFind Row in Microsoft-excel when Lead created or updated in Odoo
Use this flowCreate Spreadsheet in Microsoft-excel when Lead created or updated in Odoo
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Excel and Odoo.
When this happensTriggers
A trigger is an event that starts a workflow.
When a contact is created or updated
Runs the workflow automatically whenever a contact is created or updated in Odoo.
Opportunity created or updated
Runs the workflow automatically whenever an opportunity is created or updated in Odoo.
Lead created or updated
Triggers when a lead is created or updated in your Odoo CRM.
When a helpdesk ticket is created or updated
Runs the workflow automatically whenever a helpdesk ticket is created or updated with the specified status.
When an invoice is created
Runs the workflow automatically whenever an invoice or refund is created or updated in Odoo.
When an invoice is paid
Runs the workflow automatically whenever an invoice is marked as paid in your account.
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
Add Row To Table
Add a row to an Excel table
Create Sales Opportunity
Start a new sales opportunity in Odoo to efficiently manage and track potential business deals.
Add New Lead
Generate a new lead in your Odoo CRM system.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Microsoft Excel and Odoo workflows.
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About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
Learn moreSimilar apps
About Odoo
Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Excel and Odoo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Excel and Odoo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Odoo. No coding required.
Yes. You can set up a workflow where Microsoft Excel triggers actions in Odoo, and a separate workflow where Odoo triggers actions in Microsoft Excel. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Excel and Odoo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Excel and Odoo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.