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Get the Report →Excel Spreadsheet Automation with the QUERY Formula
Pull data, automate spreadsheets, and more with the QUERY formula.
The CData Excel Add-In for ShipStation provides formulas that can query ShipStation data. The following three steps show how you can automate the following task: Search ShipStation 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 ShipStation data records you want to retrieve, written in standard SQL.
Connection: Either the connection name, such as ShipStationConnection1, or a connection string. The connection string consists of the required properties for connecting to ShipStation data, separated by semicolons.
Use the BASIC Authentication standard to connect.
- Login to your ShipStation account
- Click on the settings icon in the upper right corner. A column menu will show up on the left
- Click Account -> API Settings
- On the API Settings page, note the API Key and API Secret.
Authenticating to ShipStation
- APIKey: Set this to the API key from the API settings page.
- APISecret: Set this to the Secret key from the API settings page.
- 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.
- 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 ShipStation data, such as CustomerId.
- 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.
- Change the filter to change the data.
=CDATAQUERY("SELECT * FROM Tags WHERE CustomerId = '"&B3&"'","APIKey="&B1&";APISecret="&B2&";Provider=ShipStation",B4)
