Build Automated Workflows with Live Odoo Data in Workato

About Odoo Data Integration

Accessing and integrating live data from Odoo has never been easier with CData. Customers rely on CData connectivity to:

Access live data from both Odoo API 8.0+ and Odoo.sh Cloud ERP.

Extend the native Odoo features with intelligent handling of many-to-one, one-to-many, and many-to-many data properties. CData's connectivity solutions also intelligently handle complex data properties within Odoo. In addition to columns with simple values like text and dates, there are also columns that contain multiple values on each row. The driver decodes these kinds of values differently, depending upon the type of column the value comes from:

Many-to-one columns are references to a single row within another model. Within CData solutions, many-to-one columns are represented as integers, whose value is the ID to which they refer in the other model.
Many-to-many columns are references to many rows within another model. Within CData solutions, many-to-many columns are represented as text containing a comma-separated list of integers. Each value in that list is the ID of a row that is being referenced.
One-to-many columns are references to many rows within another model - they are similar to many-to-many columns (comma-separated lists of integers), except that each row in the referenced model must belong to only one in the main model.

Use SQL stored procedures to call server-side RFCs within Odoo.

Users frequently integrate Odoo with analytics tools such as Power BI and Qlik Sense, and leverage our tools to replicate Odoo data to databases or data warehouses.

Getting Started

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Odoo, allowing you to easily build visualizations from live Odoo data in Workato. As you build automations, Workato generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Odoo, leveraging server-side processing to quickly return Odoo data.

Configure Odoo Connectivity for Workato

Connectivity to Odoo from Workato is made possible through CData Connect Cloud. To work with Odoo data from Workato, we start by creating and configuring a Odoo connection.

Log into Connect Cloud, click Connections and click Add Connection

Select "Odoo" from the Add Connection panel

Enter the necessary authentication properties to connect to Odoo.

To connect, set the Url to a valid Odoo site, User and Password to the connection details of the user you are connecting with, and Database to the Odoo database.

Configuring a connection (Salesforce is shown)

Click Create & Test

Navigate to the Permissions tab in the Add Odoo Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

Click on your username at the top right of the Connect Cloud app and click User Profile.

On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.

Give your PAT a name and click Create.

The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Odoo data from Workato.

Automate Odoo Data Workflows in Workato

To establish a connection from Workato to the CData Connect Cloud Virtual SQL Server API, follow these steps.

Log into Workato.

In the navigation bar, click Projects.

In your new (or existing) project, click Create > Connection.

In the search bar, enter "SQL Server" and open the Connect to SQL Server screen.

In Connect to SQL Server, enter the connection name and the following connecting settings:

Location: enter the name of the project.
Connection type: select Cloud.
Host: enter tds.cdata.com
Port: enter 14333
Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
Password: enter the PAT you previously generated page.
Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Odoo1).

Configuring the connection to CData Connect Cloud.

Click Connect to see the Connection established message.

Next, set up your recipe. In your project, click Create > Recipe.

In Set up your recipe, enter the name and location of your recipe.

Select Run on a schedule.

Select the action to occur on the schedule.

Select a table from your Connect Cloud connection and any applicable filters.

Selecting tables for the Recipe (Jira is shown).

Click Save to save the recipe.

Click Test Jobs to test you recipe.

Real-Time Access to Odoo Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Odoo data from Workato for workflows and automations. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Workato, refer to our Connect Cloud page.