Access Live Acumatica Data in Google Sheets through Connect Spreadsheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, you can effortlessly gain access to Acumatica data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Acumatica within Connect Spreadsheets and accessing live Acumatica data seamlessly within Google Sheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Acumatica Connectivity for Google Sheets

Connectivity to Acumatica from Google Sheets is made possible through Connect Spreadsheets. To work with Acumatica data from Google Sheets, we start by creating and configuring a Acumatica connection.

1. Log into Connect Spreadsheets, click Sources and click Add Connection 👁 Adding a Connection
   
2. Select "Acumatica" from the Add Connection panel 👁 Selecting a data source
   
3. Enter the necessary authentication properties to connect to Acumatica.

   Set the following connection properties to connect to Acumatica:

   • User: Set this to your username.
   • Password: Set this to your password.
   • Company: Set this to your company.
   • Url: Set this to your Acumatica URL, in the format http://{Acumatica ERP instance URL}/entity/{Endpoint name}/{Endpoint version}/.
     For example: https://acumatica.com/entity/Default/17.200.001/

   See the Getting Started guide in the CData driver documentation for more information.

   👁 Configuring a connection (OData is shown)
   
4. Click Create & Test

With the connection configured, you are ready to connect to Acumatica data from Google Sheets.

Access Live Acumatica Data from Google Sheets

The steps below outline connecting to Connect Spreadsheets from Google Sheets to access live Acumatica data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for Connect Spreadsheets Add-On and install the Add-on. 👁 Install the Add-On
   
4. Authorize the Add-On. 👁 Authorize the Add-On
   
5. Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On. 👁 Opening the Add-On
   
6. In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account 👁 Authenticating with Connect Spreadsheets
   
7. In the Connect Spreadsheets panel in Google Sheets, click Import 👁 Connect Spreadsheets panel in Google Sheets
   
8. Choose a Connection (e.g. Acumatica1), Table (e.g. Events, and Columns to import 👁 Choosing a Connection, Table, and Columns
   
9. Optionally add Filters, Sorting, and a Limit 👁 Filters, Sorting, Limits
   
10. Click Execute to import the data and opt to overwrite the existing sheet or create a new one. 👁 Opting where to import the data
    

Live Access to Acumatica Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Acumatica data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.