Connecting to Acumatica

Establishing a Connection shows how to authenticate to Acumatica and configure any necessary connection properties. You can create a connection profile by clicking Get Data and selecting From Acumatica on the CData ribbon.

Advanced Configurations

You can also configure add-in capabilities through the available Connection properties, from data modeling to firewall traversal. The Advanced Settings section shows how to set up more advanced add-in configurations and troubleshoot connection errors.

Configuring a Connection Profile

You can configure access control in a connection profile by defining the operations allowed against Acumatica data and store the profile in the workbook to make the workbook easy to share. See Managing Connections for more configuration options for connection profiles.

Connecting from Excel

The add-in adds controls to the Excel ribbon, standard Excel formulas, and VBA classes for writing macros.

Acumatica Version Support

The add-in supports Acumatica 2017 R2 and later.

See Also

• See Using the Excel Add-In to work with Acumatica data from the CData ribbon.
• By Writing Parameterized Queries in the From Acumatica dialog, you can easily create a dynamic spreadsheet based on an underlying SQL SELECT query. Cell values provide the query's input parameters.
• Use the CData Excel Functions to execute multiple queries from the same sheet or to use cells and ranges to manipulate Acumatica data.
• See Using the Excel Add-In (VBA) to write macros that can automate any of the capabilities available on the ribbon.