Installation & Initial Setup

The complete process of installing the Odoo Excel Online Connector module and performing the initial configuration to connect Odoo with Microsoft Excel Online via OneDrive

Module Installation

Step 1: Access Odoo Apps

Log in to your Odoo instance with administrative privileges.
Navigate to the Apps menu from the main dashboard.

Step 2: Search for the Connector Module

In the search bar, type "Excel Online Connector" or the specific name of your module.
Locate the module in the search results.

Step 3: Install the Module

Click the Install button.
Wait for the installation process to complete.
Once installed, the module will add a new app icon named "Excel Online Connector" in the Odoo app launcher (nine dots menu).

2. Initial Configuration

Step 1: Open Connector Settings

Go to Settings → Excel Online Connector (or the specific settings menu your module provides).

Step 2: Enter Azure AD Credentials

You will need to provide the following information, which you can find as described in the Required IDs and Credentials section:

Tenant ID: Your Azure Active Directory tenant identifier.
Client ID: The Application (client) ID from your Azure app registration.
Client Secret: The secret key generated for your Azure app.
User UPN: The email address of the Microsoft 365 user whose OneDrive will be used for Excel exports.

Step 3: Save Configuration

After entering all required fields, click Save.
The connector will attempt to validate your credentials and establish a connection.
If successful, it will automatically retrieve the Drive ID and generate the necessary Access Token.

3. Verify Connection

Once saved, check for any error messages.
If no errors appear, your connector is ready to use.
You can now proceed to create export tasks and send data from Odoo to Excel Online.

4. Troubleshooting Tips

Invalid Credentials: Double-check all entered IDs and secrets for typos.
Permission Issues: Ensure your Azure app has the required Microsoft Graph API permissions.
Network Access: Confirm your Odoo server can access the internet and Microsoft Graph API endpoints.
Token Expiry: The connector automatically refreshes tokens, but if you face issues, try re-saving the configuration.

Issue

Solution

Invalid credentials/token

Double-check Tenant ID, Client ID, Client Secret, and User UPN. Save settings to refresh.

Drive/File not found

Ensure the Excel file exists in the specified user's OneDrive.

Permission denied

Ensure your Azure app has correct Microsoft Graph API permissions (Files.ReadWrite, etc.).

Export fails on binary field

Deselect binary/image fields when exporting.

5. Next Steps

After successful setup, navigate to the Excel Online Connector app.
Create your first export task by selecting the Odoo model, fields, and target Excel file.
Export data and enjoy seamless integration between Odoo and Excel Online.
When creating an export task in the Odoo Excel Online Connector, you’ll be asked to enter the Workbook File ID. This ID uniquely identifies your Excel file in OneDrive or SharePoint and is required for the connector to write data to the correct file.

Where to Find the Workbook File ID

Open your Excel file in OneDrive or SharePoint. For example, your file might have a URL like this:

texthttps://niyulabs-my.sharepoint.com/:x:/r/personal/rohitdhiman_niyulabs_onmicrosoft_com/_layouts/15/doc.aspx?sourcedoc=%7B0d563bab-6865-4bea-934e-fb2516578f81%7D&action=edit

Locate the sourcedoc parameter in the URL.
- In your example, the parameter is:
  textsourcedoc=%7B0d563bab-6865-4bea-934e-fb2516578f81%7D
- The value between %7B and %7D (which are URL-encoded curly braces {}) is your Workbook File ID.
Decode the File ID.
- %7B = { and %7D = }
- The actual File ID is:
  text0d563bab-6865-4bea-934e-fb2516578f81
Copy only the GUID (without the curly braces or percent signs).
- Workbook File ID:
  text0d563bab-6865-4bea-934e-fb2516578f81

How to Recognize the Workbook File ID in the URL

It is the long string of letters and numbers (a GUID) found in the sourcedoc parameter of the URL.

It always looks like:

textsourcedoc=%7Bxxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx%7D

textsourcedoc={xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx}

The part inside the curly braces {} is your File ID.

Where to Enter the Workbook File ID

When creating or editing an export task in Odoo, paste this File ID into the Workbook File ID field.

Visual Example

URL Example:

texthttps://niyulabs-my.sharepoint.com/:x:/r/personal/rohitdhiman_niyulabs_onmicrosoft_com/_layouts/15/doc.aspx?sourcedoc=%7B0d563bab-6865-4bea-934e-fb2516578f81%7D&action=edit

Extracted Workbook File ID:

text0d563bab-6865-4bea-934e-fb2516578f81

Tip: If your URL has %7B and %7D, just copy the part in between and ignore the percent signs and curly braces.

⚠️ Keeping Sheet Names in Sync

If you ever rename your worksheet in Excel Online or in SharePoint, you must update the corresponding Sheet Name field in your Odoo Export Task. Otherwise, Odoo will continue to look for the old tab name and your export will fail.

How to update:

Rename the sheet in Excel Online or in SharePoint. Example: change the tab from SalesData to MonthlySales.
Refresh both your browser pages:
- In Excel Online / SharePoint: reload the file so any embedded tables or links update.
- In Odoo: reload the Export Task page (Ctrl + R or F5) so Odoo picks up the new sheet list.
Open your Odoo Export Task from the App Drawer. Navigate to App Drawer → Export Online Connector → Excel Export Task → New Task
Edit the “Sheet Name” field:
- Delete the old name
- Enter exactly the new sheet name (e.g. MonthlySales)
Save the task and then click Export Odoo will now write to the correct sheet.

Tip: Make sure you rename the same tab in both Excel Online and SharePoint—so that both Odoo and SharePoint point to the exact same sheet.

Note: For detailed instructions on creating export tasks and managing exports, Contact Us at info@niyulabs.com.

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