Excel Add-In for Acumatica

Read, Write, and Update Acumatica from Excel

The Acumatica Excel Add-In is a powerful tool that allows you to connect with live Acumatica data, directly from Microsoft Excel. Use Excel to read, write, and update Accounts, Bills, Customers, Leads, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

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CData Excel Add-In for Acumatica
 Included in Excel Add-In Subscriptions: 125+ Excel data access Add-Ins.

Your Acumatica Data, Your Way!

The Excel Add-In for Acumatica provides the easiest way to connect with Acumatica ERP data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Acumatica ERP tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.

Bi-Directional Access To Live Acumatica ERP Data From Excel

The Excel Add-In for Acumatica is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.

Easy-To-Use, Straightforward Configuration:

  1. Install the Add-In
  2. Login with User & Password
  3. Select Tables

Installing any of the Excel Add-Ins creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.

Select Tables and Columns

Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Acumatica ERP Data.

Acumatica ERP Data With The Full Power of Excel

Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

  • Modify and delete Records.
  • Quickly export and backup data.
  • Operate on data with Charts and Pivot Tables.