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Transfer Data from Excel to TSheets

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

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

TSheets uses the OAuth2 standard for authentication and authorization. To construct your own OAuth app and connect to data, refer to OAuth section in the Help.

Retrieve Data from TSheets

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

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

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, =MyTimesheetsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to TSheets, 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 Timesheets 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.