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Use the CData API Server to Access QuickBooks Data in Microsoft PowerPivot
Use the CData API Server to connect to live QuickBooks data in the Power Pivot business intelligence tool.
The CData API Server enables you to use REST, OData, JSON, or Open APIs to connect to and query QuickBooks data. The OData standard enables real-time access to the live data, and support for OData is integrated into Power Pivot. This article details how to import an OData feed of QuickBooks data into Microsoft Excel's PowerPivot business intelligence tool.
About QuickBooks Data Integration
CData simplifies access and integration of live QuickBooks data. Our customers leverage CData connectivity to:
- Access both local and remote company files.
- Connect across editions and regions: QuickBooks Premier, Professional, Enterprise, and Simple Start edition 2002+, as well as Canada, New Zealand, Australia, and UK editions from 2003+.
- Use SQL stored procedures to perform actions like voiding or clearing transactions, merging lists, searching entities, and more.
Customers regularly integrate their QuickBooks data with preferred tools, like Power BI, Tableau, or Excel, and integrate QuickBooks data into their database or data warehouse.
Getting Started
Set Up the API Server
If you have not already done so, download the CData API Server. Once you have installed the API Server, follow the steps below to begin producing secure QuickBooks OData services:
Connect to QuickBooks
To work with QuickBooks data from Microsoft Power Pivot, we start by creating and configuring a QuickBooks connection. Follow the steps below to configure the API Server to connect to QuickBooks data:
- First, navigate to the Connections page.
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Click Add Connection and then search for and select the QuickBooks connection.
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Enter the necessary authentication properties to connect to QuickBooks.
- After configuring the connection, click Save & Test to confirm a successful connection.
Configure API Server Users
Next, create a user to access your QuickBooks data through the API Server. You can add and configure users on the Users page. Follow the steps below to configure and create a user:
- On the Users page, click Add User to open the Add User dialog.
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Next, set the Role, Username, and Privileges properties and then click Add User.
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An Authtoken is then generated for the user. You can find the Authtoken and other information for each user on the Users page:
Creating API Endpoints for QuickBooks
Having created a user, you are ready to create API endpoints for the QuickBooks tables:
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First, navigate to the API page and then click
Add Table
.
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Select the connection you wish to access and click Next.
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With the connection selected, create endpoints by selecting each table and then clicking Confirm.
Gather the OData Url
Having configured a connection to QuickBooks data, created a user, and added resources to the API Server, you now have an easily accessible REST API based on the OData protocol for those resources. From the API page in API Server, you can view and copy the API Endpoints for the API:
Import QuickBooks Tables in Power Pivot
Follow the steps below to import tables that can be refreshed on demand:
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In Excel, click Data -> Get Data -> From Other Sources -> From OData Feed
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In the OData feed connection, set the URL property to the OData Endpoint URL previously copied and click OK (e.g. "http://localhost:8080/api.rsc"):
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In the next step of the wizard, define the authentication credentials. Select Basic and then enter the credentials for a user authorized to make requests. Specify the User name and enter the user's authtoken in the Password field:
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Select the tables that you would like to import into Excel and click Load
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After selecting and loading your table(s), you should see the data appear in an Excel spreadsheet. Now, click the Power Pivot tab on the ribbon, and then select Add to Data Model.
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You can now work with your QuickBooks data in Power Pivot.
Free Trial & More Information
If you are interested in connecting to your QuickBooks data (or data from any of our other supported data sources) from Microsoft Power Pivot, download API Server to begin creating flexible and customizable REST, OData, JSON and Open APIs from any database or data store! As always, our world-class support team is ready to answer any questions you may have.
