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Excel

Excel Add-In for Wave Financial

Connect to live Wave Financial from Excel

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

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

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Your Wave Financial data, your way!

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

Access Wave Financial data directly from Excel

Direct Access

Direct access to live Wave Financial Data from Excel

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

Direct access to Wave Financial data in Excel

Setup

Easy-to-use, straightforward configuration

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

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

Configure Wave Financial connection in Excel

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 Wave Financial Data.

Data Analysis

Wave Financial Data with the full power of Excel

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

Quickly export and backup data.
Operate on data with Charts and Pivot Tables.

FAQs

Frequent Wave Financial Excel connectivity questions

Common questions about integrating Wave Financial with Microsoft Excel.

How do I connect Wave Financial to Excel?

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

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

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

Wave Financial Excel Resources:

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Download the Wave Financial Excel Add-In

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