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Excel Online Data Connection Setup

Setting up a connection to your Excel files should only take a few minutes. 

There may be fees associated with setting up a new data connection. Please contact your account team to confirm pricing.

Pre-Implementation

To establish the connection, make sure you have access to the SharePoint or OneDrive account where the Excel files are located.

Implementation

1. Connect to Excel Online

Go to BUCS Customer Portal > Connection Management > Connection Hub. Locate or search for the Excel Online connector and click Connect.

 

2. Name Your Connection

Enter a Name for your connection on the first page of the connection wizard and click Connect.  The connection name should be descriptive and specific to the connection you want to establish. 



3. Sign In to Microsoft Account

Next you will be directed to the Microsoft login page. Enter your Microsoft email address and click Next. Enter your Microsoft password and click Sign in.

 

ℹ️ If your company uses multifactor authentication, you will be asked to confirm your login through the Authenticator app.

 

 

4. Connection Established

BUCS will establish a connection to your Microsoft account so that data will continuously sync to BUCS. You should see a message that the connection has been established. Click Next to add specific Excel files to the connection.

If the connection was not established, you will see a message asking you to attempt to connect again.

 

 5. Add Files

Select one or multiple files to integrate into the BUCS platform. You can connect to Excel files in your OneDrive or SharePoint account. Use the drop down arrows next to the folder name(s) to expand and select specific files. Click Save once you've selected your files.

ℹ️ BUCS will only read data from the specific Excel files you choose to connect. 

6. Your Files are Connected 

You have connected your Excel Files and data will continuously sync with BUCS.

NOTE:  If you don't see your Excel Online data appear in the BUCS platform in 24 hours, please contact your account team.

7. Add Additional Files

You can always add additional files after you have established the connection. Navigate to BUCS Customer Portal > Connection Management > My Connections. Locate your Office 365 connection, click the Action options and select Add Files.