It is possible to have direct ‘Read Only’ access to Uniconta from Excel. The minimum excel requirement is Office 365 or Excel 2016.
- Select data in the Excel menu
- Select ”New Query”
- Select ”From Other Sources”
- Select ”From OData Data Feed”
- Enter the URL, including any filters
- Enter the Username and Password. The account name can be entered before the Username: <Account name (“/” cannot be included in the name))>/UserName or <AccountID>/User Name
- Select the table or tables to be transferred to Excel
- Click on “Load” to complete the transfer to Excel.