Overførsel af data fra Uniconta til Excel
OBS! Odata serveren genstartes hver nat for at opdatere alle tabeldefinitioner. Det betyder, at laves nye felter eller tabeller i et firma, så er disse felter og tabeller først til rådighed efter genstart.
OBS! OData services cacher stamdata, og ved opdatering i Uniconta klienten, vil der kunne gå op til en time, før de opdaterede stamdata, er tilgængelig i OData-feedet.
OBS! OData kan ikke benyttes med "Tildelte IP adresser"
Krav til Excel
Office 365
OBS! Der kan maksimalt hentes 500.000 records per OData søgning. Brug evt. filter funktioner for at nedbringes antallet af records. Læs mere
her.
OBS.: Vær opmærksom på at egne tabeller og felter først er til rådighed i OData dagen efter oprettelsen.
Hent data
- Vælg fanen Data i Excel
- Vælg Hent data eller New Query
- Vælg Fra andre kilder eller From Other Sources
- Vælg Fra Odata feed eller From Odata data feed
- Indtast URL: https://odata.uniconta.com/odata og vælg knappen OK
Evt med filter Læs mere her
Firmaid kan indgå i URL'en. Derved kan der hentes fra flere Uniconta regnskaber i samme Excel ark på samme tabeller. Data kan hentes både med og uden firmaId.
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
- Vælg punktet Grundlæggende eller Basic
- Indtast Loginid og Password.
Indtast evt. firmaid foran login-id i feltet Username: <FirmaId>/LoginId.
Herved sikres at der ikke forsøges at hente data i et "forkert" firma.
- Vælg den eller de tabeller du vil have overført til Excel
- Vælg knappen Indlæs eller Load for at overføre til Excel
- Vælg hvorledes data skal overføres til Excel.
Vælges 1 tabel er "Table" Default.
Vælges flere tabeler er "PivotTable Report" Default.
- Her er PivotTable Report valgt
- Pivottablen kan nu udfyldes ved at trække felterne ned i de fire tomme kasser nederst i højre side.
- Gem regnearket.
- I fremtiden kan Data opdateres fra Excel blot ved at trykke på [Refresh] i PivotTabellen.
Trouble shooting
Data kan hentes fra et andet regnskab vælges ved at der i feltet User Name skrives: <RegnskabsID>/<User Name>
Hvis ikke brugeren har et standard regnskab, så skal regnskabet kaldes med firmaid.
Standardregnskab kan sættes under Firma/brugerrettigheder/administrer brugere. Læs mere
her.
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 |