Excel Add-In for Certinia
Read, Write, and Update Certinia from Excel
The Certinia Excel Add-In is a powerful tool that allows you to connect with live Certinia data, directly from Microsoft Excel. Use Excel to read, write, and update Certinia Invoices, Expenses, Accounts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
Install the Add-In, configure your Certinia connection, and go!
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Your Certinia Data, Your Way!
The Excel Add-In for Certinia provides the easiest way to connect with Certinia data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Certinia tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.
Bi-Directional Access To Live Certinia Data From Excel
The Excel Add-In for Certinia is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.
Easy-To-Use, Straightforward Configuration:
- Install the Add-In
- Login with User & Password
- Select Tables
Installing the CData Certinia Excel Add-In creates a dedicated toolbar in Excel, giving users instant access to Certinia data for faster data analysis and reporting. 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 Certinia Data.
Certinia 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.
Frequent Certinia Excel Connectivity questions
Common questions about integrating Certinia with Microsoft Excel.
How do I connect Certinia to Excel?
The Certinia Excel Connector is fully integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click. Installing the Certinia Excel Add-In 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 to any data source. Once the Certinia Excel integration is configured, just select a table from Certinia and the Excel Add-In will populate a new Excel sheet with live Data.
Can I export Certinia to Excel?
Configuring a Certinia export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. The Certinia Add-In provides live direct connectivity to Certinia and does not require a Certinia Excel export. Simply click the Refresh button from the Excel Certinia plugin and the tool will download Certinia to excel instantly.
Is it possible to edit Certinia data from Excel?
Our integration enables live, bi-directional access to Certinia data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to Certinia — all without leaving Excel. Edited cells are automatically highlighted to show differences from the source data. When ready, click the Update Rows button in the CData Add-In toolbar to sync your changes.
Is there a free trial available?
Absolutely. Free trials are available for all CData products. Your 30-day free trial of the Certinia Excel Connector will begin as soon as you have downloaded the Certinia Excel Add-In and completed the intallation process. The trial provides full, unrestricted access to all features and capabilities of the Certinia Excel Connector.
Start your trial today: Certinia Excel Add-In free download.
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Download the Certinia Excel Add-In
Building custom dashboards & reports that connect with live Certinia data has never been easier. Download the CData Excel Add-In for Certinia now, and get connected.
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