Transfer Data from Excel to Exact Online

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Excel Add-In for Exact Online

The Exact Online Excel Add-In is a powerful tool that allows you to connect with live Exact Online data, directly from Microsoft Excel.

Use Excel to read, write, and update Accounts, Divisions, Opportunities, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!



This article explains how to transfer data from Excel to Exact Online using the Excel Add-In for Exact Online.

The CData Excel Add-In for Exact Online enables you to edit and save Exact Online data directly from Excel. This article explains how to transfer data from Excel to Exact Online. This technique is useful if you want to work on Exact Online data in Excel and update changes, or if you have a whole spreadsheet you want to import into Exact Online. In this example, you will use the Accounts table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Exact Online connection by clicking From Exact Online on the ribbon.

Exact Online uses the OAuth authentication standard. You can use the embedded OAuth credentials or you can register an OAuth app with Exact to obtain your own. In addition to the OAuth values, provide the Region. If Division is not set, the default Division is determined.

See the "Getting Started" chapter of the help documentation for more information.

Retrieve Data from Exact Online

To insert data into Exact Online, you will first need to retrieve data from the Exact Online table you want to add to. This links the Excel spreadsheet to the Exact Online table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Exact Online button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Accounts table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Exact Online

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyAccountsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Exact Online, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Accounts sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.