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Wave Financial Icon Excel Add-In for Wave Financial

The Wave Financial Excel Add-In is a powerful tool that allows you to connect with live Wave Financial data, directly from Microsoft Excel.

Use Excel to read, write, and update Wave Financial Accounts, Customers, Products, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

Excel Spreadsheet Automation with the QUERY Formula

Pull data, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for Wave Financial provides formulas that can edit, save, and delete Wave Financial data. The following three steps show how you can automate the following task: Search Wave Financial 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 Wave Financial data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as WaveFinancialConnection1, or a connection string. The connection string consists of the required properties for connecting to Wave Financial data, separated by semicolons.

    Connect using the API Token

    You can connect to Wave Financial by specifying the APIToken You can obtain an API Token using the following steps:

    1. Log in to your Wave account and navigate to "Manage Applications" in the left pane.
    2. Select the application that you would like to create a token for. You may need to create an application first.
    3. Click the "Create token" button to generate an APIToken.

    Connect using OAuth

    If you wish, you can connect using the embedded OAuth credentials. See the Help documentation for more information.

  • 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.

  1. 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 Wave Financial data, such as Status.
  2. 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.
  3. =CDATAQUERY("SELECT * FROM Invoices WHERE Status = '"&B1&"'",";Provider=WaveFinancial",B2)
  4. Change the filter to change the data.