Odoo and Microsoft Power BI Integration

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Odoo + Microsoft Power BI integration

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Odoo

Microsoft Power BI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Odoo and Microsoft Power BI

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.

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Configure the Odoo

Click on the Odoo node to configure it. You can modify the Odoo URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

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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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.

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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.

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Run node once

Set Up the Odoo and Microsoft Power BI Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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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.

Most powerful ways to connect Odoo and Microsoft Power BI

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.

Odoo and Microsoft Power BI integration alternatives

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.

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.

See how Latenode works

FAQ Odoo and Microsoft Power BI

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Odoo and click on "Connect".
  • Authenticate your Odoo and Microsoft Power BI accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Automatically updating Power BI dashboards with fresh Odoo sales data.
  • Creating custom reports to analyze Odoo financial data in Power BI.
  • Triggering Power BI report refreshes based on Odoo inventory changes.
  • Visualizing Odoo customer data for enhanced business intelligence.
  • Combining Odoo data with other sources in Power BI for advanced analysis.

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:

  • Complex Odoo customizations might require custom JavaScript code.
  • Very large data transfers can be affected by API rate limits.
  • Real-time data sync depends on API availability.

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