Transfer data from Uniconta to Excel
ATH! 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. ATH! 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. ATH! OData cannot be used with "Assigned IP addresses" Excel kröfur Skrifstofa 365 ATH! A maximum of 500,000 records can be retrieved per OData search. Use possibly filter functions to reduce the number of records. Lesa meira hér. ATHUGIÐ: Vinsamlegast athugið að ykkar eigin töflur og reitir eru aðeins tiltækir í OData daginn eftir stofnun.Get data
- Select Data in the Excel menu
- Select Get Data or New Query
- Select From Other Sources
- Select From Odata data feed
- Sláðu inn slóðina: https://odata.uniconta.com/odata og veldu Í lagi hnappinn.
Hugsanlega með síu. Lesa meira hér.
Fyrirtækjakenni getur verið innifalið í vefslóðinni. Thereby, it is possible to retrieve from several Uniconta accounts in the same Excel sheet on the same tables. Hægt er að sækja gögn bæði með og án fyrirtækjakenni.
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
- Sláðu inn innskráningarkenni og lykilorð.
Sláðu inn fyrirtækjakenni þitt á undan innskráningarkenni þínu í reitinn Notandanafn : <Fyrirtækjakenni> /Innskráningarauðkenni.
Þetta tryggir að engin tilraun sé gerð til að sækja gögn frá „röngu“ fyrirtæki.
- Select the table or tables you want transferred to Excel
- Select the Load button to transfer to Excel
- Veldu hvernig gögnum á að flytja í Excel.
Ef ein tafla er valin er „Tafla“ sjálfgefin stilling.
Ef margar töflur eru valdar er „PivotTable Report“ sjálfgefið.
- 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.
- Í framtíðinni er hægt að uppfæra gögn úr Excel einfaldlega með því að ýta á [Endurnýja] í PivotTable.
Trouble shooting
Data can be retrieved from another account, selected by writing in the User Name field: <CompanyId>/<User Name> Ef notandinn er ekki með staðlaðan aðgang verður að hringja í hann með fyrirtækjakenninu. Hægt er að stilla staðlað bókhald undir Fyrirtæki/notendaréttindi/stjórna notendum. Lesa meira hér.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 |