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Transfer Data from Excel to SAP Fieldglass

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

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

To authenticate, you will need to specify the Username, Password, APIKey, and EnvironmentURL connection properties.

To obtain an APIKey, log in to the SAP API Business Hub and click on Get API Key.

Retrieve Data from SAP Fieldglass

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

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

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, =MyAuditTrailsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to SAP Fieldglass, 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 AuditTrails 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.