How to update Reckon Accounts Hosted from Excel

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

The connector makes requests to Reckon Accounts Hosted through OAuth. Specify the following connection properties:

• SubscriptionKey: Required. You get this value when you created your developer account.
• CountryVersion: Defaults to 2021.R2.AU.
• CompanyFile: Required. The path to the company file.
• User: Required. The username of the company file.
• Password: Required. The password of the company file.
• InitiateOAuth: Set this to GETANDREFRESH to let the driver handle access tokens.
• CallbackURL: The redirectURI of your Custom OAuth App.
• OAuthClientId: The client id of your Custom OAuth App.
• OAuthClientSecret: The client secret of your Custom OAuth App.

CData provides an embedded OAuth application that simplifies OAuth desktop authentication. See the Help documentation for information on other OAuth authentication methods (web, headless, etc.), creating custom OAuth applications, and reasons for doing so.

Retrieve Data from Reckon Accounts Hosted

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

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

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, =MyAccountsSheetInExcel!A1.
2. After using a formula to reference the cells you want to add to Reckon Accounts Hosted, 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 Accounts sheet.
3. Highlight the rows you want to insert and click the Update 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.