> For the complete documentation index, see [llms.txt](https://niyulabs.gitbook.io/doc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://niyulabs.gitbook.io/doc/niyu-labs-installation-manuals/excel-online-connector/installation-and-initial-setup.md). # 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.
IssueSolution
Invalid credentials/tokenDouble-check Tenant ID, Client ID, Client Secret, and User UPN. Save settings to refresh.
Drive/File not foundEnsure the Excel file exists in the specified user's OneDrive.
Permission deniedEnsure your Azure app has correct Microsoft Graph API permissions (Files.ReadWrite, etc.).
Export fails on binary fieldDeselect 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** 1. **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 ``` 2. **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. 3. **Decode the File ID.** * `%7B` = `{` and `%7D` = `}` * The actual File ID is: ``` text0d563bab-6865-4bea-934e-fb2516578f81 ``` 4. **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 ``` or ``` 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:** 1. **Rename the sheet** in Excel Online or in SharePoint.\ Example: change the tab from `SalesData` to `MonthlySales`. 2. **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. 3. **Open your Odoo Export Task** from the App Drawer.\ Navigate to **App Drawer → Export Online Connector → Excel Export Task → New Task** 4. **Edit the “Sheet Name”** field: * Delete the old name * Enter **exactly** the new sheet name (e.g. `MonthlySales`) 5. **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 .**