Excel Add-In for Acumatica

Build 20.0.7587

Updating Data

After Querying Data to pull data into your sheet, you can edit cells and post the changes to the rows you select. Select the data manipulation operation on the CData ribbon. The add-in only saves the changes in the selected rows. You must also enable data modification options for the connection to save changes. See Establishing a Connection for details.

Update

After making changes to the data, all edited cells will be highlighted in red. To commit these updates, from the CData ribbon, click Update Rows. Note that not all cells can be updated; read-only cells are marked in their column headers. Also, business rules in your Acumatica data source may prevent you from making certain changes. See Data Model for more notes on updating Acumatica

Insert

To insert a new row, create a new row in the spreadsheet. The data in the columns must match with the respective headers. Select the row and click Add Rows. The CData Excel Add-In for Acumatica attempts to add a new row in Acumatica.

Delete

To delete one or more rows, select the rows and click Delete Rows.

Revert Changes to Records

If you need to undo a mistakenly made change to the data, you can click the Revert Rows button.

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Build 20.0.7587