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Excel

Excel Add-In for TaxJar

Read, Write, and Update TaxJar from Excel

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

Install the Add-In, configure your TaxJar connection, and go!

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Your TaxJar data, your way!

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

Access TaxJar data directly from Excel

Direct Access

Bi-Directional access to live TaxJar Data from Excel

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

Setup

Easy-to-use, straightforward configuration

Install the Add-In
Login with user & password
Select tables

Installing the CData TaxJar Excel Add-In creates a dedicated toolbar in Excel, giving users instant access to TaxJar 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.

Data Selection

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 TaxJar Data.

Data Analysis

TaxJar 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.

FAQs

Frequent TaxJar Excel connectivity questions

Common questions about integrating TaxJar with Microsoft Excel.

How do I connect TaxJar to Excel?

The TaxJar Excel Connector is fully integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click. Installing the TaxJar 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 TaxJar Excel integration is configured, just select a table from TaxJar and the Excel Add-In will populate a new Excel sheet with live Data.
Can I export TaxJar to Excel?

Configuring a TaxJar export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. The TaxJar Add-In provides live direct connectivity to TaxJar and does not require a TaxJar Excel export. Simply click the Refresh button from the Excel TaxJar plugin and the tool will download TaxJar to excel instantly.
Is it possible to edit TaxJar data from Excel?

Our integration enables live, bi-directional access to TaxJar data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to TaxJar — 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 TaxJar Excel Connector will begin as soon as you have downloaded the TaxJar Excel Add-In and completed the intallation process. The trial provides full, unrestricted access to all features and capabilities of the TaxJar Excel Connector.
Start your trial today: TaxJar Excel Add-In free download.

TaxJar Excel Resources:

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Download the TaxJar Excel Add-In

Building custom dashboards & reports that connect with live TaxJar data has never been easier. Download the CData Excel Add-In for TaxJar now, and get connected.