Odoo CRM → Tableau
AI-first ETL from Odoo CRM into Tableau. Governed entities, incremental sync, typed landing tables.
How Datrise loads Odoo CRM into Tableau
Datrise syncs Odoo CRM's modular CRM entities, opportunities, and revenue process data into Tableau as warehouse tables or a refreshed .hyper extract. Flexible or custom fields land in flattened columns for Tableau fields, and timestamps such as created, updated, and status changes are typed as date/datetime fields.
Sync is incremental: Datrise uses incremental refresh of the tables behind a live connection or extract, so re-runs update only what changed. Date-partitioned facts to keep extract refresh quick. Tableau .hyper extracts snapshot data, so Datrise keeps the source tables incremental and lets you choose live vs extract.
Ideal for visual analytics and dashboards in Tableau.
Endpoints
Odoo CRM: Modular CRM in the Odoo suite for leads, opportunities, and revenue.
Tableau: Salesforce analytics platform for interactive dashboards and visual exploration.
How Odoo CRM entities map to Tableau
| Odoo CRM entity | Tableau object | Notes |
|---|---|---|
| modular CRM entities | odoo_crm_modular_crm_entities | id PK · custom fields → flattened columns for Tableau fields |
| opportunities | odoo_crm_opportunities | id PK · linked to odoo_crm_modular_crm_entities |
| revenue process data | odoo_crm_revenue_process_data | id PK · linked to odoo_crm_modular_crm_entities |
FAQ
How does Datrise handle Odoo CRM's custom fields in Tableau?
Flexible values are stored as flattened columns for Tableau fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Tableau types.
How does the Odoo CRM to Tableau sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the tables behind a live connection or extract.
Related pipelines
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