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Create a New Scenario to Connect Odoo and Microsoft Power BI
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Odoo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Odoo or Microsoft Power BI will be your first step. To do this, click "Choose an app," find Odoo or Microsoft Power BI, and select the appropriate trigger to start the scenario.
Add the Odoo Node
Select the Odoo node from the app selection panel on the right.
Odoo
Add the Microsoft Power BI Node
Next, click the plus (+) icon on the Odoo node, select Microsoft Power BI from the list of available apps, and choose the action you need from the list of nodes within Microsoft Power BI.
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Microsoft Power BI
Authenticate Microsoft Power BI
Now, click the Microsoft Power BI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Power BI settings. Authentication allows you to use Microsoft Power BI through Latenode.
Configure the Odoo and Microsoft Power BI Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Odoo and Microsoft Power BI Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Microsoft Power BI
Trigger on Webhook
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Odoo
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Odoo, Microsoft Power BI, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Odoo and Microsoft Power BI integration works as expected. Depending on your setup, data should flow between Odoo and Microsoft Power BI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Odoo + Google Sheets: When a new CRM lead is created in Odoo, the details are added as a new row in Google Sheets for tracking and analysis.
Odoo + Slack: When a new CRM lead is created in Odoo, a notification is sent to a specified Slack channel, alerting the team.
About Odoo
Automate Odoo tasks like creating invoices or updating inventory based on triggers from other apps. Latenode lets you connect Odoo to your workflows without code, adding logic and routing data as needed. Integrate Odoo with marketing tools, payment gateways, or CRMs for streamlined processes using Latenode's visual, scalable platform.
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About Microsoft Power BI
Use Power BI in Latenode to automate report generation and data analysis. Trigger report refreshes based on real-time events, then use Latenode to share insights across your team via Slack, email, or other apps. Automate your analytics pipeline and react faster, without manual Power BI updates. Latenode adds scheduling and distribution.
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How can I connect my Odoo account to Microsoft Power BI using Latenode?
To connect your Odoo account to Microsoft Power BI on Latenode, follow these steps:
Can I automate sales data reporting using Odoo and Microsoft Power BI integration?
Yes, you can. Latenode’s visual editor simplifies data transfer, allowing automated real-time report generation and proactive sales performance analysis.
What types of tasks can I perform by integrating Odoo with Microsoft Power BI?
Integrating Odoo with Microsoft Power BI allows you to perform various tasks, including:
How can I transform data before sending to Microsoft Power BI?
Use Latenode's JavaScript blocks to cleanse and transform data, ensuring Power BI receives the correct format.
Are there any limitations to the Odoo and Microsoft Power BI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: