Excel Add-In for Acumatica

Build 20.0.7633

CData Excel Add-In for Acumatica

Overview

The CData Excel Add-In for Acumatica provides the easiest way to connect to Acumatica data from Excel. From the CData ribbon, you can select Get Data and choose From Acumatica to import tables and columns into the spreadsheet. The spreadsheet will then be linked with the remote data. To update the data, edit the spreadsheet.

Key Features

  • Select tables and columns using the CData ribbon.
  • Schedule automatic data refresh in the data selection dialog.
  • Edit the spreadsheet to update the remote data.

Getting Started

See Establishing a Connection to connect your workbook to Acumatica. To easily share the workbook, store the connection in the workbook. Refresh the spreadsheet automatically or from the ribbon.

Using the Excel Add-In

See Using the Excel Add-In to use the CData ribbon to execute operations supported by the add-in:

  • Updating Data: Directly edit the spreadsheet to update Acumatica data. Select rows and then use the ribbon to post the changes.
  • Querying Data: You can use the Data Selection wizard (click Edit Query from the ribbon) to select tables, columns, and filters, building a query to Acumatica. You can also write your own SQL to query Acumatica just as you would query a traditional database; by Writing Parameterized Queries, you can create dynamic spreadsheets that take cell values as the query inputs. Click Refresh Worksheet in the ribbon to pull the latest changes.

See CData Excel Formulas and Using the Excel Add-In (VBA) to programmatically access any of the functionality available on the ribbon.

SQL Compliance

See SQL Compliance for a syntax reference and code examples outlining the supported SQL.

Data Model

See Data Model to find more information on how the add-in models the Acumatica APIs as tables, views, and stored procedures, as in a relational database.

Collaborative Query Processing

The add-in enhances the data source's capabilities with additional client side processing, when needed, to enable analytic summaries of data such as SUM, AVG, MAX, MIN, and so on.

See SupportEnhancedSQL, in the Connection section, for more information.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

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Build 20.0.7633