Integration with Excel

Many users, having worked with Microsoft Excel for years, prefer to perform detailed financial analysis by using a Microsoft Excel spreadsheet on their desktop. For such users, MYOB Acumatica supports integration with Microsoft Excel.

Attention: Acumatica ERP uses the spreadsheet format introduced in Microsoft Office 2007, so if you are using an earlier version of Microsoft Office, you should install the appropriate plug-in.

Exporting to Excel

You can export data from any MYOB Acumatica table to an Excel spreadsheet any time you want to. For the detailed procedure, see To Export Data to Excel.

The general settings your organization uses for export are defined on the Site Preferences (SM200505) form.

Updating Excel Spreadsheets

If you have exported data from an inquiry form to an Excel file, you can update your Excel file with data from the MYOB Acumatica database. You can retrieve the data from the web and update the file contents without reexporting data from the system and repeating all post-export configuration steps.

Attention: Acumatica ERP uses the spreadsheet format introduced in Microsoft Office 2007, so if you are using an earlier version of Microsoft Office, you should install the appropriate plug-in.

The contents of the file are updated with the filtering criteria you have specified on the inquiry form before exporting the data. If the filtering criteria includes the default values, these values will be updated as well. For example, if the filtering criteria includes the current financial period, when the period is changed in the system, it will be automatically updated in the file.

For details on updating a spreadsheet, see To Update an Excel Spreadsheet.

Aggregating Excel Spreadsheets

Additionally, you can aggregate data from multiple forms to one Excel workbook and use the file as you want—for example, as a source for summarizing and analyzing data. To aggregate data in this way, do the following:

  1. Export data from each form you want to use.
  2. Copy the sheets from the exported files to one Excel workbook, and save the resulting file.

Once you have performed these steps, when you refresh data in Excel, the data on all spreadsheets will be updated simultaneously.

Attention: Acumatica ERP uses the spreadsheet format introduced in Microsoft Office 2007, so if you are using an earlier version of Microsoft Office, you should install the appropriate plug-in.

Importing from Excel

With MYOB Acumatica, you can easily import data from an Excel spreadsheet into a table on a data entry form—for example, you can import the details of a bill on the Bills and Adjustments (AP301000) form. For details, see To Import Data from a Local File to a Table.