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Connect BC to Excel for Open Sales Orders

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Posted on by LF-16052033-0

216

Hello,

How do you connect business central to excel to refresh the data on open sales order header and lines?

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Integration with Teams, Excel, Outlook

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DustyRM 15 on at

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Connect BC to Excel for Open Sales Orders

I'm assuming you mean that you want to have the sales data in excel that is refreshable for reporting, rather than just to export it every time?

if so you want to be using the webservices to extract the data with a ODATA feed SOAP and ODATA web services - Business Central | Microsoft Learn
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Judy Microsoft Employee on at

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Connect BC to Excel for Open Sales Orders

Hi,

Business Central includes an add-in for Excel that lets users select an Edit in Excel action on certain pages to open the data in an Excel worksheet. This action is different than the Open in Excel action because it lets users make changes in Excel, then publish the changes back to Business Central:

Getting the Business Central Add-in for Excel - Business Central | Microsoft Learn

Viewing and Editing in Excel From Business Central (contains video) - Business Central | Microsoft Learn

Best Regards,

Judy

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