Odoo connector for Zoho DataPrep [BETA]

Zoho DataPrep allows you to bring in data from Odoo, an ERP platform for managing business applications like accounting and inventory. With this integration, you can schedule regular imports, prepare your data, and streamline operations. With this connector, you can streamline your ETL workflows, enable smooth data movement, and simplify data integration between Odoo and Zoho DataPrep.

To import data from Odoo

1. Open an existing pipeline or create a pipeline from the Home Page, Pipelines tab or Workspaces tab and click the Add data option.

Info: You can also click the Import data

icon at the top of the pipeline builder to bring data from multiple sources into the pipeline.

2. Choose the ERP category from the left pane and click Odoo. You can also search for Odoo in the search box.

Note: If you had already added a connection earlier, click the required connection and proceed to import. You can also find your saved connections under the Saved connections category from the left pane. To learn more about Saved connections, click here.

3. Select an account from the saved connections or connect a new account using Add new option.

To authenticate Odoo account

4. Provide a unique Connection name, Instance URL, Username, API Key and Database name of your Odoo account in the respective fields.

Instance URL

The instance URL is the web address you use to access your specific Odoo database and its applications. You can get it from the Home page URL of your Odoo account.
Format: https://<your-instance-name>.odoo.com/
Eg. https://zylker-inc.odoo.com/

Username

Enter the email ID you use to login into your Odoo account.

To get the API Key

a. In your Odoo account, click the profile icon in the top-right corner and select Preferences.
b. Go to the Account Security section and click on New API Key.

c. Once the API key is generated, copy and paste it into the Zoho DataPrep import screen.

Note: Store this key carefully as you will not be able to retrieve or show the key again later on. If you lose this key, you will have to create a new one (and probably delete the one you lost).

To get the Database Name

a. In your Odoo account, click your profile icon in the top-right corner and select My Databases.
b. You can view your database name listed there.

5. Choose the required Modules and the corresponding Fields will be displayed. Select the Modules and Fields that you would like to import.

Here's the list of total modules supported,

Base class to extract data from documents	Channel Member	Import Module	Resource Time Off Detail
Base class to extract data from documents with OCRed words saved	Collaborative spreadsheet revision	Incoming Mail Server	Resource Working Time
Calendar Event	Companies	Industry	Resources
Contact	Copy of a shared dashboard	Keep the call history	SMS Account Registration Phone Number Wizard
Discussion Channel	Country	Languages	SMS Account Sender Name Wizard
IAP Account	Country Group	Lead Scoring Frequency	SMS Account Verification Code Wizard
Lead	Country Specific VAT Label	Link SMS to mailing/sms tracking models	SMS Template Reset
Mail Blacklist	Country state	Link between link previews and messages	SMS Templates
Mail Main Attachment management	Currency	Mail Activity Schedule Line	Save favorite GIF from Tenor API
Phone Blacklist	Currency Rate	Mail Composer Mixin	Scheduled Message
Sales Team Member	Decimal Precision	Mail Gateway Allowed	Scheduled Messages
Spreadsheet discussion thread	Device Log	Mail RTC session	Set Min Next call on metabase
Access Groups	Devices	Mail Template Reset	Spreadsheet Dashboard
Activity	Digest Tips	Mail Tracking Value	Spreadsheet mixin
Activity Plan	Email Aliases	Message Reaction	Store link preview data
Activity Type	Email Aliases Mixin (light)	Message Translation	Synchronize a record with Google Calendar
Activity plan template	Email Domain	Message subtypes	TOTP rate limit logs
Activity schedule plan Wizard	Email Templates	Metadata for voice attachments	Template Reset Mixin
Allow profiling only to Tech Support level	Embedded Actions	Mixin to compute the time a record has spent in each value a many2one field can take	Tour's step
Asset	Enable profiling for some time	Model Inheritance Tree	Triggered actions
Authentication Device	Event Alarm	Module Activation Request	UTM Campaign
Avatar Mixin	Event Meeting Type	Module Activation Review	UTM Medium
Bank	Event Recurrence Rule	Opp. Lost Reason	UTM Source
Bank Accounts	Extracted words from an OCRed document	Outgoing SMS	UTM Source Mixin
CRM IAP Lead Industry	Field html History	Partner Tags	UTM Tag
CRM Lead Mining Request	Fields that can be used for predictive lead scoring computation	People Role	Update the probabilities
CRM Recurring revenue plans	File streaming helper model for controllers	People Seniority	User
CRM Stages	Followers edit wizard	Privacy Log	User Settings
CRM Tag	Google Calendar Account Reset	Privacy Lookup Wizard	User Settings Volumes
Calendar Attendee Information	Google Gmail Mixin	Privacy Lookup Wizard Line	User, change own password wizard
Calendar Filters	Google Service	Privileges	User/Guest Presence
Calendar Popover Delete Wizard	Group of dashboards	Progress of Scheduled Actions	Users Deletion Request
Calendar Provider Configuration Wizard	Guest	Push Notification Device	Web Editor Converter Subtest
Campaign Stage	IAP Partner Autocomplete API	Push Notifications	Web Editor Converter Test
Can send messages via bus.bus	IAP Service	QWeb Field Time	Work Detail
Canned Response	ICE server	Represents a role in the system used to categorize users. Each role has a unique name and can be associated with multiple users. Roles can be mentioned in messages to notify all associated users.	websocket message handling

6. Choose one of the options to import data from your Odoo account.

All Data - This option imports all data from your account.

From date - This option imports data from a specific date till the current date.

7. Once you have completed importing data, Pipeline builder page opens and you can start applying transforms to the ETL pipeline. You can also right-click the stage and choose the Prepare data option and prepare your data in the DataPrep Studio page. Click here to know more about the transforms.

Note: When you import more than one module from your Odoo account, each dataset will be created as a stage in DataPrep as above.

8. Once you are done creating your data flow and applying necessary transforms in your stages, you can right-click a stage and add a destination to complete your data flow.

Note: After adding a destination to the pipeline, you can try executing your pipeline using a manual run at first. Once you make sure manual run works, you can then set up schedule to automate the pipeline and data movement. Learn about the different types of runs here.

Schedule

You can schedule your pipeline using the Schedule option.

Schedule configuration

1. Select the Schedule option in the pipeline builder.

2. Select a Repeat method (hourly, daily, weekly, monthly) and set frequency using Perform every dropdown. The options of the Perform every dropdown change with the Repeat method. Click here to know more.

3. Select the GMT at which you want to import new data found in the source. By default, your local time zone will be selected.

4. Pause schedule after: This option allows you to choose to pause the schedule after n number of failures.

Info: The range can be between 2-100. The default value is 2.

Import configuration

You can configure how to import and fetch data from your Odoo account using the Import configuration option.

Note: The import configuration needs to be mandatorily setup for all the sources in the pipeline. Without setting up the import configuration, the schedule cannot be saved.

5. Select the Click here link to set the import configuration.

6. Select the required option from the How to import data from source? drop down. You can choose to import all data, modified and new data, or do not import based on the module you imported.

Import all data

If you want to import all data, select the date from when data needs to be imported in the From field. This option will import all available data from the selected date.

Incremental data fetch

Only modified and new data

To import the modified and new data incrementally from the last imported time, select Only modified and new data option

from the drop-down.

Use existing data if new data is not available:

During incremental import,

If the checkbox is checked: When there is no new data in the source, the last fetched data will be imported again.
If the checkbox is unchecked: When there is no new data in the source, the import will fail and no files will be imported. This will, in turn, cause the entire pipeline job to fail.

Do not import data

The data is imported only once. The second time, the rules get applied to the same data and get exported.

7. Click Save to schedule import for your data.

Note: If you have already configured a schedule from Odoo, data will be reloaded based on your earlier configuration under the Import configuration section when you click on the Edit schedule option and set a new schedule.

Schedule settings

Stop export if data has invalid values: Enabling this will stop the export when prepared data still has invalid values.

Order exports

You can use this option when you have configured multiple destinations and would like to determine in what order the data has to be exported to destinations.

If not enabled, export will run in the default order.

Note: This option will be visible only if you have added more than one destination in your pipeline.

To rearrange the order of your export destinations

1) Click the Order exports toggle.

2) You can drag and drop to change the order of the destinations and then click Save.

Note: Click the Edit order link if you want to rearrange the order again.

8. After you configure the schedule configuration, click Save to execute the schedule. This will start the pipeline.

Each scheduled run is saved as a job. When a pipeline is scheduled, the data will be fetched from your data sources, prepared using the series of transforms you have applied in each of the stages, and then data will be exported to your destination through seamless data integration at regular intervals. This complete process is captured in the job history.

9. To go to the jobs list of a particular pipeline, go to the

ellipses icon in the pipeline builder, and click on the Job history menu to check the job status of your pipeline.

10. Click the required job ID in the Jobs history page to navigate to the Job summary of a particular job.

The Job summary shows the history of a job executed in a pipeline flow. Click here to know more.

11. When the schedule is completed, the data prepared in your pipeline will be exported to the configured destinations.

Info: You can also view the status of your schedules later on the Jobs page.

Note: If you make any further changes to the pipeline, the changes are saved as a draft version. Choose the Draft option and mark your pipeline as ready for the changes to reflect in the schedule.

After you set your schedule, you can choose to Pause schedule or Resume schedule, Edit schedule and Remove schedule using the Schedule Active option in the pipeline builder.

When you edit and save a schedule, the next job will be from the last schedule run time to the next scheduled data interval.

Important: Adding Odoo as destination and pushing data to Odoo from DataPrep is not supported yet.