Use the CData ODBC Driver for Exact Online in Microsoft Power Query

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Exact Online ODBC Driver

The Exact Online ODBC Driver is a powerful tool that allows you to connect with live Exact Online data, directly from any applications that support ODBC connectivity.

Access Exact Online like you would a database - read, write, and update Accounts, Divisions, Opportunities, etc. through a standard ODBC Driver interface.



You can use the CData Exact Online ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import Exact Online data into Microsoft Power Query.

The CData ODBC Driver for Exact Online enables you to link to Exact Online data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Exact Online data into Microsoft Power Query.

Connect to Exact Online as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Import Exact Online Data

Follow the steps below to import Exact Online data using standard SQL:

  1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

  2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver: Provider=MSDASQL.1;Persist Security Info=False;DSN=CData ExactOnline Source
  3. Enter the SELECT statement to import data with. For example:

    SELECT Name, CreditLinePurchase FROM Accounts
  4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.