Look up Odoo customer records and export them to Excel

Search your Odoo customers by name and get the results back as JSON data or a downloadable Excel file.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"customer search request received"]:::trig s0["search Odoo customer records"]:::svc s1["pull contact details"]:::svc trig --> s0 s0 --> s1 gx{"× output format requested"}:::gate s1 --> gx p00["return JSON data"]:::task gx -->|"JSON requested"| p00 p10["generate Excel file"]:::task gx -->|"Excel requested"| p10 p11["return download"]:::task p10 --> p11 p00 --> out p11 --> out out[/"customer data returned as JSON or Excel"/]:::out pay{{"quick clean exports without manual digging"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itAn outside serviceOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Document Processing & OCRAPI & Webhook Integration
Connects
OdooExcel

The problem it solves

Pulling a clean customer list out of Odoo for a report or another system usually means digging through the interface or exporting things by hand. You just want to search by name and get the data in a format you can actually use.

Who it fits

A business running Odoo that needs quick customer data exports for reporting or other systems.

How it works

  1. You send a request with a customer name to search for
  2. The system searches your Odoo customer records for a match
  3. Matching customer contacts are pulled with their details, like email, phone, and company
  4. You get the results back as JSON data, or as a downloadable Excel file if you ask for it
What you get

Customer records that arrive ready to use

Search your Odoo customers by name and get their details back instantly as data or a downloadable spreadsheet.

What you get

A customer data export, either as JSON for other systems or an Excel file for reporting.

What you need

An Odoo account with API access.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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