Transferring data from Uniconta to Excel
ATTENTION! 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 the restart.
ATTENTION! OData services caches 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.
ATTENTION! OData cannot be used with "Assigned IP addresses"
Requirements for Excel
Office 365
ATTENTION! A maximum of 500,000 records can be retrieved per OData search. Use the filter functions to reduce the number of records. Read more
here.
NOTE: Please note that custom tables and fields are not available in OData until the day after creation.
Get data
- Select the Data tab in Excel
- Select Get data or New Query
- Select From Other Sources or From Other Sources
- Select From Odata feed or From Odata data feed
- Enter URL: https://odata.uniconta.com/odata and select the OK button
Possibly with filter Read more here
Company ID can be included in the URL. This allows retrieval from multiple Uniconta accounts in the same Excel sheet on the same tables. Data can be retrieved both with and without company ID.
https://odata.uniconta.com/odata/DebtorClient
https://odata.uniconta.com/odata/[company ID]/DebtorClient
https://odata.uniconta.com/api/Entities/DebtorClient
https://odata.uniconta.com/api/Entities/[company ID]/DebtorClient
- Select the item Basic or Basic
- Enter Loginid and Password.
Enter company ID in front of the login ID in theUsername field: <CompanyId> /LoginId .
This ensures that no attempt is made to retrieve data in a "wrong" company .
- Select the table(s) you want to transfer to Excel
- Select the Load or Load button to transfer to Excel
- Select how to transfer data to Excel.
If 1 table is selected, "Table" is Default.
If multiple tables are selected, "PivotTable Report" is Default.
- Here PivotTable Report is selected
- The pivot table can now be filled in by dragging the fields into the four empty boxes at the bottom right-hand side.
- Save the spreadsheet.
- In the future, data can be refreshed from Excel simply by pressing [Refresh] in the PivotTable.
Trouble shooting
Data can be retrieved from another accounting system by entering: <Accounting ID>/<User Name in the User Name field>
If the user does not have a default account, the account must be called with company ID.
Default account can be set under Company/user rights/manage users. Read more
here.
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 |
| InvSeriesBatchClient |
| InvSeriesBatchStorageClient |
| InvStandardVariantClient |
| InvStandardVariantCombiClient |
| InvStockStatus |
| InvSumClient |
| InvSumDate |
| InvTransClient |
| InvTransProject |
| InvUnitGroupClient |
| InvUnitGroupLineClient |
| InvVariant1Client |
| InvVariant2Client |
| InvVariant3Client |
| InvVariant4Client |
| InvVariant5Client |
| InvVariantCombiClient |
| InvVariantDetailClient |
| InvWarehouseClient |
| NoteGroupClient |
| NumberClientSeries |
| 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 |
| tabMinTableUser |
| TMApprovalSetupClient |
| TMEmpCalendarClient |
| TMEmpCalendarLineClient |
| TMEmpCalendarSetupClient |
| TMJournalLineClient |
| UserClient |
| UserDocsClient |
| UserLabelClient |
| UserLoginHistoryClient |
| UserNotesClient |
| UserPluginClient |
| UserProfileClient |
| UserProfileControlClient |
| UserProfileUserClient |
| VouchersClient |
| WorkInstallationClient |
| WorkInstallationGroupClient |
| WorkInstallationGroupClientUser |