Transfer data from Uniconta to Excel
NB! The Odata server is restarted every night to update all table definitions. This means that if new fields or tables are created in a company, these fields and tables are only available after a restart.
NB! OData services cache master data, and when updating in the Uniconta client, it may take up to an hour before the updated master data is available in the OData feed.
NB! OData cannot be used with „Assigned IP addresses“
Requirements for Excel
The minimum excel requirement is Office 365 or Excel 2016.
NB! A maximum of 500,000 records can be retrieved per OData search. Use possibly filter functions to reduce the number of records. Read more here.
Get data
- Select Data in the Excel menu
- Select Get Data or New Query
- Select From Other Sources
- Select From Odata data feed
- Enter URL: https://odata.uniconta.com/odata and select OK
Possibly with filter Read more here
Company ID can be included in the URL. Thereby, it is possible to retrieve from several Uniconta accounts in the same Excel sheet on the same tables. Data can be retrieved both with and without a company ID.
https://odata.uniconta.com/odata/DebtorClient
https://odata.uniconta.com/odata/[firmaid]/DebtorClient
https://odata.uniconta.com/api/Entities/DebtorClient
https://odata.uniconta.com/api/Entities/[firmaid]/DebtorClient
- Select Basic
- Enter the Username and Password.
Enter any company ID in front of the login ID in the field Username: <CompanyId>/UserId.
This ensures that no attempt is made to retrieve data from a „wrong“ company.
- Select the table or tables you want transferred to Excel
- Select the Load button to transfer to Excel
- Choose how the data should be transferred to Excel.
If 1 table is selected, „Table“ is the default.
If several tables are selected, „PivotTable Report“ is Default.
- Here the PivotTable Report is selected
- The pivot table can now be filled in by dragging the fields down into the four empty boxes at the bottom right.
- Save the spreadsheet.
- In the future, Data can be updated from Excel simply by pressing [Refresh] in The Pivot Table.
Trouble shooting
Data can be retrieved from another account, selected by writing in the User Name field: <CompanyId>/<User Name>
Endpoints
AccountantClient |
AppIndentClient |
AttachmentGroupClient |
BankImportFormatClient |
BankStatementClient |
BankStatementLineClient |
CompanyClient |
CompanyClientUser |
CompanyDocumentClient |
CompanyDocumentLayoutClient |
CompanyFinanceYearClient |
CompanySettingsClient |
CompanySMTPClient |
CompanyUserAccessClient |
ContactClient |
CreditorClient |
CreditorDeliveryNoteClient |
CreditorDeliveryNoteLineClient |
CreditorGroupClient |
CreditorInvoiceClient |
CreditorInvoiceLines |
CreditorLayoutGroupClient |
CreditorOrderClient |
CreditorOrderCostClient |
CreditorOrderCostLineClient |
CreditorOrderGroupClient |
CreditorOrderLineClient |
CreditorPaymentFormatClient |
CreditorPriceClient |
CreditorPriceListClient |
CreditorTransClient |
CreditorTransOpenClient |
CrmCampaignClient |
CrmCampaignGroupClient |
CrmCampaignMemberClient |
CrmFollowUpClient |
CrmFollowUpGroupClient |
CrmGroupClient |
CrmInterestClient |
CrmProductClient |
CrmProspectClient |
CrmProspectClientUser |
DCGroupPostingClient |
DCPreviousAddressClient |
DebtorClient |
DebtorClientUser |
DebtorDeliveryNoteClient |
DebtorDeliveryNoteLineClient |
DebtorGroupClient |
DebtorInvoiceClient |
DebtorInvoiceLines |
DebtorLayoutGroupClient |
DebtorOfferClient |
DebtorOfferLineClient |
DebtorOrderClient |
DebtorOrderGroupClient |
DebtorOrderLineClient |
DebtorPaymentFormatClient |
DebtorPaymentMandateClient |
DebtorPriceListClient |
DebtorProjTaskGroupClient |
DebtorTransClient |
DebtorTransOpenClient |
DeliveryTermClient |
DistributorClient |
DocumentFolderClient |
EmployeeClient |
EmployeeCommissionClient |
EmployeeDebSales |
EmployeeGroupClient |
EmployeeInvSales |
EmployeeJournalLineClient |
EmployeePriceClient |
EmpPayrollCategoryClient |
EmpPayrollCategoryEmployeeClient |
EUInvStat |
ExchangeRateClient |
ExchangeRateCompanyClient |
FamClient |
FAMGroupClient |
FAMTransClient |
FAMTransSumClient |
GLAccountClient |
GLBudgetBudgetClient |
GLBudgetClient |
GLBudgetLineClient |
GLClosingSheetClient |
GLClosingSheetLineClient |
GLDailyJournalClient |
GLDailyJournalLineClient |
GLDailyJournalPostedClient |
GLDimType1Client |
GLDimType2Client |
GLDimType3Client |
GLDimType4Client |
GLDimType5Client |
GLOffsetAccountLineClient |
GLOffsetAccountTemplateClient |
GLReportLineClient |
GLReportTemplateClient |
GLSplitAccountClient |
GLSplitLineClient |
GLSplitTemplateClient |
GLStandardCharOfAccountClient |
GLTransClient |
GLTransDCSumClient |
GLTransLogClient |
GLTransSumClient |
GLTransTypeClient |
GLVatClient |
InvBOMClient |
InvBrandGroupClient |
InvCategoryGroupClient |
InvDiscountGroupClient |
InvDutyGroupClient |
InvDutyGroupLineClient |
InvGroupClient |
InvItemClient |
InvItemNameGroupClient |
InvItemStorageClient |
InvItemTextClient |
InvJournalClient |
InvJournalLineClient |
InvJournalPostedClient |
InvLocationClient |
InvPriceListLineClient |
InvPurchaseAccountClient |
InvSerieBatchClient |
InvSerieBatchStorageClient |
InvStandardVariantClient |
InvStandardVariantCombiClient |
InvStockStatus |
InvSumClient |
InvSumDate |
InvTransClient |
InvTransProject |
InvUnitGroupClient |
InvUnitGroupLineClient |
InvVariant1Client |
InvVariant2Client |
InvVariant3Client |
InvVariant4Client |
InvVariant5Client |
InvVariantCombiClient |
InvVariantDetailClient |
InvWarehouseClient |
NoteGroupClient |
NumberSerieClient |
PartnerInvoiceClient |
PaymentTermClient |
PrCategoryClient |
ProductionOrderClient |
ProductionOrderGroupClient |
ProductionOrderLineClient |
ProductionPostedClient |
ProductionPostedTransClient |
ProjectBudgetCategorySumClient |
ProjectBudgetCategoryTypeSumClient |
ProjectBudgetClient |
ProjectBudgetGroupClient |
ProjectBudgetLineClient |
ProjectCategoryChargeClient |
ProjectCategoryClient |
ProjectClient |
ProjectClientUser |
ProjectEmployeeClient |
ProjectGroupClient |
ProjectInvoiceProposalClient |
ProjectInvoiceProposalLineClient |
ProjectJournalClient |
ProjectJournalLineClient |
ProjectJournalPostedClient |
ProjectOnAccountInvoiceLineClient |
ProjectOrderClient |
ProjectTaskClient |
ProjectTransCategorySumClient |
ProjectTransCategoryTypeSumClient |
ProjectTransClient |
PrStandardCategoryChargeClient |
PrStandardCategoryClient |
PrStandardClient |
PrTaskGroupClient |
PrTypeClient |
PrWorkSpaceClient |
ResellerClient |
ShipmentTypeClient |
SubscriptionChargeClient |
SubscriptionClient |
SubscriptionInvoiceClient |
SubscriptionInvoiceLineClient |
SubscriptionPricelistClient |
SubscriptionPricelistLineClient |
TablePropertyClient |
TableValueClient |
tabMinTabelUser |
TMApprovalSetupClient |
TMEmpCalendarClient |
TMEmpCalendarLineClient |
TMEmpCalendarSetupClient |
TMJournalLineClient |
UserClient |
UserDocsClient |
UserLabelClient |
UserLoginHistoryClient |
UserNotesClient |
UserPluginClient |
UserProfileClient |
UserProfileControlClient |
UserProfileUserClient |
VouchersClient |
WorkInstallationClient |
WorkInstallationGroupClient |
WorkInstallationGroupClientUser |