Excel Spreadsheet Automation on Paymo Data with the QUERY Formula

The CData Excel Add-In for Paymo provides formulas that can query Paymo data. The following three steps show how you can automate the following task: Search Paymo 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 Paymo data records you want to retrieve, written in standard SQL.

• Connection: Either the connection name, such as APIConnection1, or a connection string. The connection string consists of the required properties for connecting to Paymo data, separated by semicolons.

  Start by setting the Profile connection property to the location of the Paymo Profile on disk (e.g. C:\profiles\Paymo.apip). Next, set the ProfileSettings connection property to the connection string for Paymo (see below).

  Paymo API Profile Settings

  Log into your Paymo account, navigate to My Settings > Integrations > API Keys, and select Generate New Key to create your API key.

• 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 Paymo data, such as ClientId.
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.

=CDATAQUERY("SELECT * FROM ClientContacts WHERE ClientId = '"&B4&"'","Profile="&B1&";ProfileSettings="&B2&";Provider=API",B5)


3. Change the filter to change the data.