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Hello community,

I am working with budgets in Odoo, specifically using analytical budgets. Currently, we organize our budgets using two analytical accounts: one for the team and one for the accounting account. From there, I generate budget reports that allow me to break down the data in different views (by accounting account, by team, or even hierarchically: accounting account > team).

The issue is that we currently prepare our budgets in Excel, and although I’ve seen that it’s possible to import Excel files into Odoo, what I would really like is to have an automated integration—so that whenever the Excel file is updated, the budget data in Odoo is automatically synchronized, without having to manually import it every time.

I'm considering whether we should stop using Excel altogether and manage the entire budgeting process directly within Odoo. I've also considered using Odoo Spreadsheet, but I'm not sure if it's possible to automate the updating of analytical budgets from there either.

Has anyone implemented something similar or have suggestions on how to automate this process?

Thank you very much in advance!

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Risposta migliore

Hi,


While Odoo allows manual import of budget data from Excel, it does not offer real-time or scheduled synchronization. To achieve seamless updates from Excel to Odoo budgets, a custom integration or connector would need to be developed.


Hope it helps

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