How to Use OData with Excel

Modified on Tue, 31 Oct 2023 at 12:02 PM

You will need to have the url for the Softbase Connect API

It should look something like : company name)connect

Then to the URL you will add: company name)connect/dataaccess/( name of the data access point you would like to view )

Ie: GL, Part, WO, WOLabor

Then you will need to open Excel and do the following:

Data menu

Get Data

From Other Sources

From OData Feed

Paste the link including the data source into the field when prompted

Select OK and you may be prompted to login with another window

You will choose Basic from the Side Menu Bar

Enter in your Evolution Username and Password

In the drop down menu for the URL choose the one with /dataaccess at the end

After entering the credentials select Ok and then a window will appear showing a preview of the data

Select Load/Import and you will get all data for the table

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