Odoo CRM

Query, Post and Sync Data from Odoo CRM

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc.

It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.

What is Odoo CRM?

Odoo CRM is the true customer-centric tool for your sales needs. Track leads, get accurate forecasts, and focus on what matters: closing opportunities.

Odoo CRM and Google Sheets: Use Cases

> Query: Pull data from Odoo CRM and present on Google Sheets

> Bulk Post: Post data from Google Sheets into Odoo CRM.

Setting up Odoo CRM with Sheet Director

Choose the Odoo CRM(Premium app) from the list and choose the service that you want to perform

If you're opening it for the first time on the sheet, then you won't be having any connections.

Don't worry Sheet director provides a way to create a connection easily

To create the connection you have to provide the following details.

Connection name - Provide a nice name for the connection you're creating
Provide the configuration details which are mandatory

How to get credentials?

Domain :

In your Odoo CRM application, copy the browser URL up to odoo.com/ and use it as the domain URL

(Ex: https://yourApp.odoo.com/ )

Database :

Use your odoo CRM database name.

Username and Password :

Use the username and password you provided to the Odoo app during sign-up.

Test Connection

Once you have provided the credentials you can easily check the connectivity by clicking on the test connection button

Based on the credentials authenticity, you will be having the feedbacks from the test

Once after connecting successfully, you can save the connection and continue.

These connections can be reused anytime and from any services used on the same Google Sheets

Querying on Odoo CRM

Once after saving the connection successfully, you can select the table and fields that you want to present on the Google Sheets

You also have a refresh button to get the updated tables list from the database

Max Result

You can limit how much no of records you want to fetch using a query

Destination Settings:

Configure the destination settings to save the records.

Scheduler Settings:

Switch on Run automatically to execute services automatically in the background.

Notification Settings:

Configure the Notification settings to set up the email templates and add attachments.

Sample Output

Without Filters and Sort

Posting on Odoo CRM

Select the service to Post

Source Sheet

Choose the Source sheet where the data is located
Select the Status column
If the status column is not there, simply click the + button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)

Mapping

You can manually map the sheet data with the Odoo CRM fields

Click on execute to post the records into Odoo CRM.
Click Save to save the service.
Click Execute to execute the service

After clicking on Execute you will be shown with the confirmation dialog of how many records will be posted, check that and click on "Post Now" to continue the posting