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Transfer Data from Excel to Magento

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

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

Magento uses the OAuth 1 authentication standard. To connect to the Magento REST API, you will need to obtain values for the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with your Magento system. See the "Getting Started" section in the help documentation for a guide to obtaining the OAuth values and connecting.

You will also need to provide the URL to your Magento system. The URL depends on whether you are using the Magento REST API as a customer or administrator.

  • Customer: To use Magento as a customer, make sure you have created a customer account in the Magento homepage. To do so, click Account -> Register. You can then set the URL connection property to the endpoint of your Magento system.

  • Administrator: To access Magento as an administrator, set CustomAdminPath instead. This value can be obtained in the Advanced settings in the Admin menu, which can be accessed by selecting System -> Configuration -> Advanced -> Admin -> Admin Base URL.

    If the Use Custom Admin Path setting on this page is set to YES, the value is inside the Custom Admin Path text box; otherwise, set the CustomAdminPath connection property to the default value, which is "admin".

Retrieve Data from Magento

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

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

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, =MyProductsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Magento, 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 Products 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.