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Microsoft Excel + Odoo ERP Self Hosted

Create new leads/opportunities in Odoo ERP Self Hosted from updated rows in Microsoft Excel

Boost your productivity by integrating Microsoft Excel with Odoo ERP Self Hosted. With this workflow, whenever you update a row in an Excel spreadsheet, it triggers the creation of a new lead or opportunity in your Odoo ERP, saving you the time of manual data entry. This seamless connection ensures that your sales pipeline remains updated and helps you stay on top of new opportunities.

Boost your productivity by integrating Microsoft Excel with Odoo ERP Self Hosted. With this workflow, whenever you update a row in an Excel spreadsheet, it triggers the creation of a new lead or opportunity in your Odoo ERP, saving you the time of manual data entry. This seamless connection ensures that your sales pipeline remains updated and helps you stay on top of new opportunities.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    Updated Row

    Triggers when a row is added or updated in a worksheet.

    TriggerScheduled
  2. automatically do this!
    Odoo ERP Self HostedOdoo ERP Self Hosted
    Create Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It

    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write

    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
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excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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Related categories

  • Microsoft
  • Spreadsheets

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About Odoo ERP Self Hosted

Odoo ERP Self Hosted (formerly known as OpenERP) is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.
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