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Transfer Data from Excel to FedEx

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

The CData Excel Add-In for FedEx enables you to edit and save FedEx data directly from Excel. This article explains how to transfer data from Excel to FedEx. This technique is useful if you want to work on FedEx data in Excel and update changes, or if you have a whole spreadsheet you want to import into FedEx. In this example, you will use the Senders 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 FedEx connection by clicking From FedEx on the ribbon.

There are five pieces of information needed in order to authenticate its actions with the FedEx service. This information is below.

  • Server: This controls the URL where the requests should be sent. Common testing options for this are: "https://gatewaybeta.fedex.com:443/xml", "https://wsbeta.fedex.com:443/xml", "https://gatewaybeta.fedex.com:443/web-service", and "https://wsbeta.fedex.com:443/web-service"
  • DeveloperKey: This is the identifier part of the authentication key for the sender's identity. This value will be provided to you by FedEx after registration.
  • Password: This is the secret part of the authentication key for the sender's identity. This value will be provided to you by FedEx after registration.
  • AccountNumber: This valid 9-digit FedEx account number is used for logging into the FedEx server.
  • MeterNumber: This value is used for submitting requests to FedEx. This value will be provided to you by FedEx after registration.
  • PrintLabelLocation: This property is required if one intends to use the GenerateLabels or GenerateReturnLabels stored procedures. This should be set to the folder location where generated labels should be stored.

The Cache Database

Many of the useful tasks available from FedEx require a lot of data. To ensure this data is easy to input and recall later, utilizes a cache database to make these requests. You must set the cache connection properties:

  • CacheProvider: The specific database you are using to cache with. For example, org.sqlite.JDBC.
  • CacheConnection: The connection string to be passed to the cache provider. For example, jdbc:sqlite:C:\users\username\documents\fedexcache.db

Retrieve Data from FedEx

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

  1. Click the From FedEx button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Senders 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 FedEx

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, =MySendersSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to FedEx, 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 Senders 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.