How to update Wave Financial from Excel

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

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.

Retrieve Data from Wave Financial

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

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

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, . 👁 A local copy of a table. One row will be inserted. (QuickBooks is shown.)
   
2. After using a formula to reference the cells you want to add to Wave Financial, 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 Invoices sheet. 👁 The range of changes to update. (QuickBooks is shown.)
   
3. Highlight the rows you want to insert and click the Update 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.