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Transfer Data from Excel to UPS

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

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

The driver uses five pieces of information in order to authenticate its actions with the UPS service.

  • Server: This controls the URL where the requests should be sent. Common testing options for this are: https://wwwcie.ups.com/ups.app/xml and https://wwwcie.ups.com/webservices
  • AccessKey: This is an identifier that is required to connect to a UPS Server. This value will be provided to you by UPS after registration.
  • UserId: This value is used for logging into UPS. This value is the one you chose to login with when registering for service with UPS.
  • Password: This value is used for logging into UPS. This value is the one you chose to login with when registering for service with UPS.
  • AccountNumber: This is a valid 6-digit or 10-digit UPS account number.
  • PrintLabelLocation: This property is required if one intends to use the GenerateLabels or GenerateReturnLabels stored procedures. This should be set to the folder location where generated labels should be stored.

Retrieve Data from UPS

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

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

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, =MySendersSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to UPS, 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 Senders 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.