Connect Odoo and Microsoft Excel to Build Intelligent Automations
Ready to use Odoo and Microsoft Excel automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your Odoo integrations.
Create Lead
Create a new lead in Odoo CRM.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Add Row to Table
Add Row to the End of Specific Table
Update Row
Update Row
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Step by step guides to integrate Odoo and Microsoft Excel
Frequently Asked Questions
To start, connect both your Odoo and Microsoft Excel accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Microsoft Excel (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Microsoft Excel. This includes choosing which data fields go into which fields of Microsoft Excel, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Microsoft Excel typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Odoo and Microsoft Excel. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout 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
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