Blogs & Articles

odoo

bigquery

odooerp

How to connect Odoo ERP with Google BigQuery

Integrating Odoo with Google BigQuery

A data warehouse consolidates data from disparate sources and performs analytics on the aggregated data to add value to business operations by providing insights. For the last two decades, data warehouses have been the custodians of the most important business data in the enterprise. As enterprises become increasingly data-driven, data warehouses play an increasingly critical role in their digital transformation journey.

In the ever-changing space of data warehousing and ERP, businesses always seek cutting-edge solutions to streamline their operations, boost efficiency, and propel growth. By unifying Google BigQuery and Odoo, companies can harness a powerful solution that tackles key challenges and revolutionizes the way they approach data mart and enterprise resource planning.

The Advantage of Integration

  • Optimize data flow between data warehousing and ERP
  • Automate critical processes to boost operational efficiency
  • Obtain valuable insights from integrated data to support informed decision-making
  • Offer exceptional, customized customer experiences across touchpoints
  • Eliminate data silos and improve collaboration between teams
  • Increase agility and adaptability to changing market demands

BigQuery Features

  • AI-ready data platform
  • Columnar storage format
  • Automated data transfer
  • Built-in ML integration
BigQuery Features

BigQuery Features Overview

How to Integrate

Challenges

There are some problems that users face while manually connecting Odoo with BigQuery:

  • Custom Development: Write custom Python code using Odoo’s API to extract data and load it into BigQuery.
  • ETL Tools: Combine Odoo API with ETL tools like Apache Airflow or Talend for more complex data pipelines.
  • Database Replication: Set up direct database replication between Odoo and BigQuery, which requires technical expertise and additional configuration.

Solution

BigQuery Connector for Odoo-  To connect your Odoo dataset with Google BigQuery, you need to integrate the two platforms to enable data transfer and analysis. Here’s a BigQuery Odoo connector provided by Techfinna that simplifies this process. The connector is a straightforward solution that simplifies transferring and analyzing your Odoo data.

Simple Steps

  • Install & Set Up Module: Download and install the BigQuery Odoo connector module in your Odoo.
BigQuery Credentials

BigQuery Credential Setup

  • Credentials: Retrieve the project ID and database ID in the Odoo settings where the connector is set up.
  • Connection: Paste both IDs into the connector to establish a connection. Voila! Your Odoo database is successfully connected with BigQuery.
BigQuery Connection

BigQuery Connection Established

Complete Guide: https://techfinna.com/guides/how-to-connect-google-bigquery-with-odoo/

Connector Key Features

  • Effortless data synchronization
  • Table selection for export
  • Seamless data visualization
  • Robust security measures

Conclusion

Connecting Odoo with Google BigQuery using this connector enables powerful data analytics and insights by combining Odoo’s business data with BigQuery’s robust querying capabilities. Connector features help with data optimization, security, and synchronization.

For more discussions with our technical team, contact us at info@techfinna.com.

odoo

excel

microsoft

How to integrate Odoo with Microsoft Excel

 

Managing data efficiently is an operational necessity and a competitive advantage in today's dynamic business landscape. Businesses rely on tools like Odoo for ERP capabilities and Excel for detailed reporting and analysis. Imagine spending hours exporting data from Odoo and importing it into Excel, and then worrying about accuracy.

Look no further than Techfinna’s Odoo-Excel Connector. This powerful module bridges the gap between your Odoo ERP and Microsoft Excel, transforming your data into actionable insights. The connector ensures real-time data integration between Odoo and Excel. In this blog, we’ll guide you about this connector.

Why Connect Odoo with Excel?

  • Familiar Interface: Most businesses already use Excel extensively.
  • Advanced Analytics: Excel provides sophisticated features for pivot tables, charts, and custom functions.
  • Flexibility: Users can tailor reports and perform ad-hoc analysis without limitations.

Benefits of Odoo-Excel Connector

  • Effortless Data Transfer: Easily import or export data between Odoo and Excel with just a few clicks.
  • Accurate Insights: Access real-time data for precise analysis and reporting.
  • Enhanced Productivity: Automate repetitive tasks and manage data workflow efficiently.
  • Cost-Effective Solutions: Optimize operations without investing in additional tools.

How It Works:

Setting up the Odoo Excel Connector is simple. Follow these steps to integrate Odoo with Excel (Complete Installation Guide):

Step 1: Install the Connector

  • Visit the Techfinna website and purchase the Odoo Excel Connector.
  • Download the connector package and install it on your system.
Excel Connector Setup

Step 1: Installing the Odoo-Excel Connector

Step 2: Configure the Odoo Integration

  • Go to the settings menu in Odoo and locate the connector credentials.
  • Here, you will find the URL and token required for secure integration.
URL and Token Configuration

Step 2: Configure the Odoo Connector Credentials

Step 3: Set up Excel for Integration

  • Enter the URL and Token in the Techfinna Excel Connector settings within Excel.
  • Hit enter, and you will see all your Odoo data tables.

Step 4: Data Fetching or Importing

  • Select multiple required tables or create custom SQL queries within the connector to fetch specific datasets from Odoo, then hit enter.
  • Voila! You have successfully fetched your Odoo data into Excel.
 

Key Features of the Connector

  • Secure Token-Based Connection
  • Custom SQL Query Execution
  • Easy Import of All Odoo Data
  • Multiple Table Selection
  • Simple Installation Process

Conclusion

With easy data transfer between Odoo and Excel, Techfinna’s Odoo Excel Connector empowers you to focus on what truly matters. Ready to transform the way you manage your data?

Contact us today to learn more about the connector and its benefits:

info@techfinna.com

odoo18

odooinventory

inventorymanagement

How to create an Odoo Inventory Dashboard in Power BI

 

Optimizing inventory is crucial for businesses. It helps cut costs, boost efficiency, and please customers. Businesses seeking to enhance their inventory practices can tailor it to their needs. Departments need to have strong ownership of their pipelines, data at their fingertips, and accurate information at any given point in time.

Combining Odoo’s comprehensive Inventory Management with Power BI’s visualization capabilities allows businesses to gain deeper insights into their inventory operations. In this blog, we will guide you through creating an inventory dashboard by connecting Odoo to Power BI Desktop.

Benefits of Inventory Management Dashboard in Power BI

  • Streamlines inventory processes, helping businesses operate more cost-effectively and efficiently.
  • Provides real-time data and analytics, empowering businesses to make informed decisions, optimize inventory, and adapt to changing markets.
  • Power BI helps to enhance visibility through interactive KPIs, improves cost reduction, and enables better decision-making.

Step-by-Step Guide

1. Connect Odoo with Power BI Desktop

  • Install the Techfinna Odoo Power BI Connector to integrate your Odoo database and Power BI Desktop.
  • Provide the necessary credentials for the Power BI connector to connect your Odoo database from your Odoo settings.
  • Import relevant inventory data tables, such as production information, stock levels, purchase orders, and sales orders.

2. Define Your Dashboard Requirements

  • Warehouse Performance: Track fulfillment rates and order accuracy.
  • Repeat Order Analysis: Identify which products have a repeat order rate.
  • Stock Movement & Levels: Visualize incoming and outgoing stock trends and monitor real-time inventory across warehouses.

3. Design Your Dashboard

Once the data is imported, you can start designing your dashboard:

  • Add Key Metrics: Use Power BI card visuals to display total stock value, available stock units, and reorder alerts.
  • Create Visuals for Insights: Add pie charts to display inventory distribution by category or warehouse, and use bar charts for stock movement trends.
  • Highlight Critical Inventory: Apply conditional formatting to highlight low-stock items or items nearing expiration.
  • Filters and Slicers: Add slicers to filter data by product category, time frame, or warehouse.

4. Leverage Power BI Desktop Features

  • Use the drill-down feature to analyze specific products or categories in detail.
  • Create custom calculations to derive additional insights, such as average inventory turnover ratio or average inventory holding period.
  • Use time intelligence features to compare year-over-year trends and track seasonal fluctuations.
  • Leverage Techfinna's ready-made Odoo Inventory Management Dashboard.
Inventory Dashboard

5. Automate Data Refresh

  • Set up a scheduled refresh in Power BI Service for automated updates.
  • Leverage the connector’s capabilities for real-time data synchronization.

Conclusion

Creating an Odoo inventory management dashboard in Power BI Desktop empowers businesses with interactive, real-time data visuals, optimized stock levels, and improved efficiency. Tools like the Techfinna Odoo Power BI Connector make the process faster and more reliable.

Need help integrating Odoo with Power BI? Contact us for more benefits and support at info@techfinna.com.

odooerp

powerbi

dataanalysis

How to connect Odoo with Power BI Desktop

With its intuitive interface and scalability, Power BI has over 5 million users globally. It is a business intelligence system with a user-friendly interface, scalability, and intensive data analysis options. Odoo Power BI integration enhances Odoo’s capabilities by easily integrating several Odoo cases and databases. This powerful combination enables you to create insightful dashboards and make data-driven decisions.

Odoo PowerBI Connector: Why is it Necessary?

Power BI, created by Microsoft, is a dependable Business Intelligence tool. Odoo is comprehensive business management software that offers vast solutions, making it a popular choice among businesses. By integrating Odoo with Power BI using the Odoo Power BI connector module, businesses can visualize complex Odoo data into intuitive dashboards, charts, and reports. Sales information and factors that support business growth are also included.

The connector provides real-time data insights, advanced analytics capabilities, and reveals hidden value within your Odoo data.

Benefits of Integrating Odoo with Power BI

  • Easier Access to Data: Allows businesses to easily access the Odoo dataset for analysis, enabling quicker and better business decisions.
  • Increased Efficiency: Enhances efficiency, reduces human errors, and ensures accuracy in reporting.
  • Cost Savings: Eliminates the need for additional software licenses or costly hardware upgrades.
  • Improved Reporting: Provides a clear view of departmental performance, boosting productivity and improving reporting.

How to Integrate

You can integrate the Odoo dataset with Power BI Desktop using these 4 simple steps:

  1. Module Installation: Download and install the Odoo Power BI Desktop connector from Techfinna’s website. This is a simple process that should only take a few minutes.
    Connector
  2. Connection Stabilization: After installation, open Power BI Desktop and click on the "Get Data" option. Search for “Odoo” and select the Odoo connector by Techfinna from the list of available connectors.
    Odoo Power BI Connector
  3. Configure Settings: Enter your Odoo credentials, including the server URL and token. The connector’s user-friendly interface will guide you through the configuration process step-by-step.
    Connector Credential
  4. Import Data: Once the connection is stabilized, proceed to import the relevant data from your Odoo database into Power BI. You can select specific tables and fields to import, focusing on the data that matters most.
    Odoo Tables

Voila! You have successfully connected the Odoo dataset with Power BI Desktop.

Ready-Made Dashboards

Once your Odoo data is in Power BI, you can start building custom dashboards or you can leverage Techfinna’s pre-built dashboards and reports for quick insights into areas like profit and loss, budgeting, and inventory.

Readymade Dashboard

Key Features of Odoo Power BI Connector

  • Unique token-based secure connection
  • Refresh data in a single click
  • Import multiple Odoo tables
  • Fetch data using SQL Query
  • Reach new levels with dashboard visualization

Conclusion

The Techfinna Power BI Desktop connector is a powerful tool that empowers businesses to unlock the full potential of their Odoo data. Ready to transform your data analytics? Download the Techfinna Power BI Desktop Connector and start your journey toward more informed and effective business decisions today.

For more information, discuss with our technical team at info@techfinna.com.

odoo18

odoowebsite

erpsoftware

How to create a website using Odoo

In a world where customers rely on the Internet, a business without an online presence is like a recipe without flavor— incomplete. A website not only showcases your offerings but also provides essential information, such as contact details, location, and address. It’s a digital hub that connects you with your audience 24/7.

By the end of this guide, you will have a comprehensive understanding of the Odoo Website Builder’s capabilities and how it can help you build a powerful website.

Odoo Website Builder Features:

The Odoo Website Builder comes with a range of features designed to simplify website creation while providing powerful customization options. Below are some of its key features:

  • Drag-and-drop Editor
  • SEO Optimization Tools
  • E-commerce Integration
  • Multi-language and Website Support
  • Content and Blogging Management
  • Pre-built Templates

Introducing Odoo: A Perfect Website Builder

Odoo Website Builder is no exception. With a user-friendly interface and robust features, Odoo encourages businesses to create professional and functional websites without the need for coding skills. Let’s delve into how Odoo can be your ally in establishing an online presence for your business.

Steps to Create a Website Using Odoo

    1. Install Website Module: First, sign in to your Odoo account, then install the Odoo website module in your database. Navigate to Website > Configuration > Settings to do this.
Website Module
    1. Domain Name: Choose a domain name for your website. This is the address from which users can access your site, so always make it memorable.
    2. Choose a Template: Odoo offers pre-designed templates. You can choose one, and if it’s not perfect, you can customize it extensively.
    3. Customize Your Site: Customize the text, images, and colors to match your brand identity. Use the drag-and-drop interface to easily add and arrange pages, and adjust layouts to fit your content.
Website Customization
    1. Website SEO Optimization: Use URL slugs, relevant keywords, meta titles, and descriptions to improve SEO. This helps potential customers find your website.
    2. Integrate Other Odoo Modules: Integrate modules like eCommerce or CRM. For example, if you have an online store, add product listings and a shopping cart.
Module Integration
  1. Publish and Update: Preview your website before publishing. When satisfied, hit publish to make it live. Odoo’s analytics tool provides insights and updates for improvement.

Key Benefits of Building a Website Using Odoo

  • Customizability and Flexibility: Create custom page layouts, add third-party integrations, or build a new module from scratch. Odoo provides the tools needed for deep customization.
  • Complete ERP Integration: The Odoo website builder is natively integrated with the rest of the ecosystem, including CRM, inventory management, and sales. For example, customer data collected through web forms can be instantly synced with the CRM module, enabling more personalized marketing and sales efforts.
  • SEO-Friendly: Optimize your website for search engines, ensuring organic traffic and better visibility.
  • Cost Efficiency: Odoo offers a cost-effective solution compared to other website builders, eliminating the need for third-party tools for complete functionality.
  • User-Friendly Interface: With a drag-and-drop builder that previews changes in real time, even non-technical users can build and maintain a website effortlessly.

Conclusion

The Odoo Website Builder offers a unique value proposition for businesses looking to build a strong online presence while keeping their operations integrated. With its powerful features, ease of use, and scalability, Odoo stands out as a top choice for companies that want more than just a website—they want a comprehensive solution that ties together sales, marketing, and customer management.

Start your website-building journey with Odoo. Need any assistance? Feel free to contact us at info@techfinna.com.

odoo18

lookerstudio

odooerp

How to integrate Odoo with Looker Studio

In the dynamic landscape of business management, having a robust ERP system is essential. Odoo, with its modular and integrated approach, has proven to be a key player in providing comprehensive solutions for business. Now take your data visualization and analysis capabilities to the next level by integrating Odoo with Looker Studio. Let’s dive deep into the potential and advantages of this powerful integration.

The Dynamics of Odoo and Looker Studio

Understanding Odoo

Odoo, an open-source ERP platform, offers an array of applications covering various business functions such as sales, inventory, accounting, and more. Its modular structure allows businesses to customize the system to their specific needs, creating a cohesive and efficient workflow.

Data Analysis & Visualization with Looker Studio

Looker, a cloud-based analytics solution by Google (previously known as Google Data Studio), is an excellent choice for both new and experienced analysts. From schema to dataset creation, data blends to dashboard hosting, Looker offers a full suite of solutions in one package.

Key Benefits of Odoo Looker Studio Integration

  • Real-time Data Exploration: Real-time data synchronization between Odoo and Looker Studio ensures that users always have up-to-date information, enabling timely decision-making and responsiveness to changing business conditions.
  • Interactive Dashboards: Looker Studio’s ability to create dynamic and interactive dashboards allows businesses to visualize critical metrics, key performance indicators (KPIs), and operational insights from their Odoo data.
  • Centralized Data Management: Integrating Odoo and Looker provides a centralized hub for data analysis and management, simplifying the data exploration process within Looker.
  • Advanced Data Exploration: Looker Studio offers advanced data exploration features, allowing businesses to go beyond standard reporting for deeper insights.
  • Sharing and Collaboration: Looker Studio enables users to share insights, dashboards, and reports with teammates and stakeholders, facilitating a collaborative approach to decision-making.

Easy 3 Steps to Connect Your Odoo Data with Looker:

  1. Select Odoo Connector by Techfinna: Go to the data sources section in Looker Studio, then search for "Odoo" in the search box. Locate the Odoo connector by Techfinna, your gateway to integrating Odoo data into Looker Studio.
    Odoo Connector by Techfinna
  2. Enter Your Odoo Credentials: Once the Looker connector module is installed, access the Odoo Looker connector credentials in your Odoo settings. Copy the URL and token, then paste them into the connector window in Looker Studio.
    Odoo Credentials
  3. Select Your Odoo Tables: After entering the credentials, select the required Odoo tables for analysis.
    Select Odoo Tables

Voila! You have successfully integrated your Odoo with Looker Studio.

Features of Looker Studio Connector

  • Single-click setup on Windows systems
  • Execute custom SQL queries for selective data fetching
  • Unique token-based secure connection
  • Manual and scheduled data refresh
  • Effortlessly fetch large datasets

Conclusion

The Odoo Looker Connector module enhances analytics, customization, and reporting, significantly improving operational efficiency. Embrace this module to elevate your Odoo experience, driving more informed and effective business decisions.

For more information, contact us at info@techfinna.com.

Odoo18

erpsoftware

accounting

What is Odoo & its benefits

In today’s fast business world, finding the right tools to manage operations efficiently is a big task for a company. Here we found a complete solution for your business:

Odoo is an open-source ERP (enterprise resources planning) software platform written in Python. It was previously known as OpenERP before rebranding to Odoo in 2014.

Odoo is a comprehensive suite of business applications such as CRM, e-commerce, accounting, human resources, and inventory management modules, among others. In this blog, let’s dive into Odoo and its key components.

The platform offers a module functionality approach, meaning businesses can add or remove modules based on their specific needs. The platform is built on a client-server architecture, with the server component running on a web server and the client component running in a web browser.

Offers a range of features

Odoo Features

Key Features of Odoo

  1. Multiple module integration: Odoo consists of more than 35 modules that are the essential components of a business and you can integrate all of them easily according to your business needs.
  2. Customizable Dashboards: Customizable dashboards provide a real-time view of key business metrics, including sales, expenses, and inventory.
  3. Multi-language and Multi-Currency Support: This platform supports businesses operating in multiple countries. Supports all languages and currencies for business.
  4. User-friendly Interface: The Interface is easy to navigate and customizable.
  5. Access to a community of developers: Large community of developers who contribute to platform development.
Odoo Modules

Benefits of Odoo

  • Cost Effective
  • Scalability
  • Real-time data
  • Customer support
  • Integration

Conclusion:

We understand the Odoo, key features, and benefits and its features showcase why implementing Odoo works as the best approach for all kinds of businesses.

Overall, Odoo is a powerful tool that can help to scale up your business to the next level and achieve all goals.

For flawless Odoo Connectors, implementation, and services contact us at

info@techfinna.com

TechFinna

© 2024 TechFinna. All Rights Reserved.

TechFinna Private Limited #info@techfinna.com