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Connect to Odoo Data via CData Connect Cloud in Appsmith and create custom business applications with real-time access to Odoo data.
Appsmith is an open-source internal tool builder that allows teams to quickly and easily build a UI to help improve their business operations. When combined with CData Connect Cloud, you gain immediate access to Odoo data for business applications. This article outlines the process of connecting to Odoo using Connect Cloud and creating a basic application from Odoo data within Appsmith.
CData Connect Cloud offers a pure SQL Server, cloud-to-cloud interface for Odoo, enabling the creation of business applications directly from live Odoo data within Appsmith, all without the need for data replication to a native database. As you build applications, Appsmith generates SQL queries to gather data. With its inherent optimized data processing capabilities, CData Connect Cloud efficiently channels all supported SQL operations, including filters and JOINs, directly to Odoo. This leverages server-side processing to swiftly deliver the requested Odoo data.
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.
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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
Configure Odoo Connectivity for Appsmith
Connectivity to Odoo from Appsmith is made possible through CData Connect Cloud. To work with Odoo data from Appsmith, we start by creating and configuring a Odoo connection.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "Odoo" from the Add Connection panel
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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.
- Click Create & Test
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Navigate to the Permissions tab in the Add Odoo Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the 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 and a PAT generated, we are ready to connect to Odoo data from Appsmith.
Create an Appsmith Application from live Odoo Data
To establish a connection from Appsmith to the CData Connect Cloud Virtual SQL Server, follow these steps:
Connect to Odoo in Appsmith
- Log in to your Appsmith instance and create a new application.
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In the new application, open the Data page and select Bring your data.
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On this page, you can search for Microsoft SQL Server and select it as your data source.
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Enter a name for the new data source and then enter the following connection settings:
- Host address: tds.cdata.com
- Port: 14333
- Database name: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Odoo1).
- 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.
- Click Test configuration to confirm a successful connection, then click Save to save the datasource.
Create a new query
With a connection configured to a datasource, we can add a SQL query to actually retrieve data from the data source.
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On the screen with the new data source, click New Query.
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This opens the Query Editor to enter a SQL query to select data. To assist with specifying a SQL query, use the Explorer of CData Connect Cloud to preview the SQL queries and the data you want to retrieve.
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After creating the SQL query, return to the Query Editor in Appsmith and enter the SQL query, then click Run.
- Once the query successfully runs, all that remains is to set up the Page to display the data retrieved.
Display Odoo data
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Open the UI tab and click New UI element.
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Choose a new UI element to grab, then drag and place the element on the page.
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Click Connect data on the new UI element, then select the query previously created.
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With the data connected, it is then displayed in the UI element.
Deploy the application
With the Odoo data connected to the UI elements in the application, we can deploy the Application. To do this, click Deploy in the top-right corner of Appsmith, then the application is opened in a seperate window displaying the Odoo data.
Get CData Connect Cloud
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud today!