Pipe Exact Online Data to CSV in PowerShell

The CData Cmdlets Module for Exact Online is a standard PowerShell module offering straightforward integration with Exact Online. Below, you will find examples of using our ExactOnline Cmdlets with native PowerShell cmdlets.

Creating a Connection to Your Exact Online Data

Exact Online uses the OAuth authentication standard. The InitiateOAuth connection property facilitates the OAuth flow -- by default, this is set to GETANDREFRESH. You can also use the embedded OAuth credentials or you can register an OAuth app with Exact to obtain your own. In addition to the OAuth values, provide the Region. If Division is not set, the default Division is determined.

See the "Getting Started" chapter of the help documentation for more information.

$conn = Connect-ExactOnline  -Region "$Region" -Division "$Division"

Selecting Data

Follow the steps below to retrieve data from the Accounts table and pipe the result into to a CSV file:

Select-ExactOnline -Connection $conn -Table Accounts | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\myAccountsData.csv -NoTypeInformation

You will notice that we piped the results from Select-ExactOnline into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

Deleting Data

The following line deletes any records that match the criteria:

Select-ExactOnline -Connection $conn -Table Accounts -Where "IsCompetitor = False" | Remove-ExactOnline

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into Exact Online, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MyAccountsUpdates.csv | %{
  $record = Select-ExactOnline -Connection $ExactOnline -Table Accounts -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-ExactOnline -Connection $exactonline -Table Accounts -Columns ("Name","CreditLinePurchase") -Values ($_.Name, $_.CreditLinePurchase) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-ExactOnline -Connection $exactonline -Table Accounts -Columns ("Name","CreditLinePurchase") -Values ($_.Name, $_.CreditLinePurchase)
  }
}

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!