To Update an Excel Spreadsheet

After you have exported data from MYOB Acumatica to a Microsoft Excel spreadsheet, you don't need to repeat the export of data after changes have been made in the associated MYOB Acumatica document or record. You can just update the data in the Excel spreadsheet, as described in this topic.

To Update an Excel Spreadsheet

1. Open the file in Microsoft Excel.
2. If you are prompted, enable editing and enable external data connections so that Excel can update the file.
3. On the Data tab of Microsoft Excel, in the Connections group, click Refresh All to refresh the data.

   When you are prompted to authenticate yourself, enter your MYOB Acumatica username and password.

Excel connects to MYOB Acumatica and updates the data in the tables.