Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From Odoo connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Odoo Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Odoo

To connect, set the Url to a valid Odoo site, User and APIToken to the connection details of the user you are connecting with, and Database to the Odoo database.

If you are not using API tokens (they are only supported in Odoo 14 and above), you can also provide the password in the APIToken field.

Access Rights

In order for the add-in to determine what models you can access in Odoo, the user you connect with must have permissions to read from "ir.model.access" (an internal Odoo model that governs access rights). Normally this is reserved for administrators, but it can be granted to any user by creating a service group:

As an administrator, open the Odoo settings page and enable "developer mode". If this is not available you may need to login as the superuser instead.
Open the Groups page (under the Users dropdown) and create a new group
Set the Application to "Administration" and the name to "Service Access"
Add any users who need service access in the Users tab
In the Access Rights tab, add an entry for the "ir.model.access" object (it may be called "Model Access"), check Read Access, and give it the name "Inspect Models"
Save the group

If making this change is not possible, then you should set the CheckPermissions option to false. That will list all models in Odoo as tables, regardless of what permissions your user actually has for those models.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Odoo you will be able to customize the data you are importing. To learn more about this, see Managing Connections.