Connect to the BUCS Data Feed in Excel

This article will show you how to:

• Log In to the BUCS Data Feed Excel Add-in
• Select Data Feed Tables
• Filter and Refresh Data Feed Tables

⚠️In order to access Data Feed tables in the Excel Add-in, users need the Data Feed Manager role. Click here to learn how to manage user roles.

If you have not yet installed the BUCS Data Feed Excel Add-in review instructions here.

Log In to the BUCS Data Feed Excel Add-in

1. Open an Excel file.
2. Click on the BUCS Data Feed icon in the ribbon.
3. Click Log In.
   
   
   
4. Enter your BUCS Customer Portal credentials. Click Log In.
   

Select Data Feed Tables

1. If you have access to more than one company, select the company's data you want to access.
   
   
   
2. Select the Data Feed tables you want to bring in to Excel.
   
   
   ℹ️ TIP: Click the info icon in the Data Tables tab to access the Data Feed Dictionary and review which fields are available in each table.
   
   
3. Select the data sources you want to include. You can select one or multiple data sources or choose to select All.
   
4. Click Add Table(s).
   
   
   ℹ️ TIP:  A progress bar will indicate which tables are being loaded and % complete.
   
   
5. Your Data Feed tables will be loaded into separate tabs in your Excel Workbook.
   

Filter and Refresh Data Feed Tables

1. Once you have loaded your Data Tables through the Excel Add-in, select the tab/data you want to view which opens the Table Settings menu.
   
2. For tables that include a date field, you can adjust the To and From date filters and click Refresh Table to update the dataset.
   
   ⚠️Tables that contain a date range (General Ledger, Sales Transactions, etc.) will default to pull in 24 months of data but the date range can be extended.
3. From the Table Settings screen you can also update the Data Source filters. Remember to click Refresh Table after making any updates to see the changes reflected in the dataset.
   
   

   ℹ️ TIP: You can add additional columns (such as vlookup or calculated columns) to the right of the existing data table and these added columns will be retained as you filter and refresh the data table. You cannot add new columns to the middle of the existing data table columns--they will be overwritten when you refresh the table.

4. To load additional Data Feed tables into your Excel Workbook, click on the Main Menu icon and select the company you want and click Data Tables. New tables will be added in new tabs.