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Excel Spreadsheet Automation with the QUERY Formula

Pull data, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for Authorize.Net provides formulas that can query Authorize.Net data. The following three steps show how you can automate the following task: Search Authorize.Net data for a user-specified value and then organize the results into an Excel spreadsheet.

The syntax of the CDATAQUERY formula is the following: =CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

  • Query: The declaration of the Authorize.Net data records you want to retrieve, written in standard SQL.
  • Connection: Either the connection name, such as AuthorizeNetConnection1, or a connection string. The connection string consists of the required properties for connecting to Authorize.Net data, separated by semicolons.

    You can obtain the necessary connection properties on the Security Settings -> General Settings page after logging into your Merchant Account.

    • UseSandbox: The Authorize.Net API to be used to process transactions. If you are using a production account, this property can be left blank. If you are using a developer test account, set this to 'TRUE'.
    • LoginID: The API login Id associated with your payment gateway account. This property is used to authenticate that you are authorized to submit website transactions. Note that this value is not the same as the login Id that you use to log in to the Merchant Interface.
    • TransactionKey: The transaction key associated with your payment gateway account. This property is used to authenticate that you are authorized to submit website transactions.
  • ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

  1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search Authorize.Net data, such as IncludeStatistics.
  2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.
  3. =CDATAQUERY("SELECT * FROM SettledBatchList WHERE IncludeStatistics = '"&B3&"'","LoginId="&B1&";TransactionKey="&B2&";Provider=AuthorizeNet",B4)
  4. Change the filter to change the data.