Transfer Data from Excel to USPS

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

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

To authenticate with USPS, set the following connection properties.

  • PostageProvider: The postage provider to use to process requests. Available options are ENDICIA and STAMPS. If unspecified, this property will default to ENDICIA.
  • UseSandbox: This controls whether live or test requests are sent to the production or sandbox servers. If set to true, the Password, AccountNumber, and StampsUserId properties are ignored.
  • StampsUserId: This value is used for logging into authentication to the Stamps servers. This value is not applicable for Endicia and is optional if UseSandbox is true.
  • Password: This value is used for logging into Endicia and Stamps servers. If the postage provider is Endicia, this will be the pass phrase associated with your postage account. It is optional if UseSandbox is true.
  • AccountNumber: The shipper's account number. It is optional if UseSandbox is true.
  • PrintLabelLocation: This property is required to use the GenerateLabels or GenerateReturnLabels stored procedures. This should be set to the folder location where generated labels should be stored.

The Cache Database

Many of the useful task available from USPS require a lot of data. To ensure this data is easy to input and recall later, utilize a cache database to make requests. Set the cache connection properties in order to use the cache:

  • CacheLocation: The path to the cache location, for which a connection will be configured with the default cache provider. For example, C:\users\username\documents\uspscache

As an alternative to CacheLocation, set the combination of CacheConnection and CacheProvider to configure a cache connection using a provider separate from the default.

Retrieve Data from USPS

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

  1. Click the From USPS 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 USPS

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 USPS, 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.