How To Use Scan To Spreadsheet Templates

You tin can create a real-time link between a sheet in Orca Scan and Microsoft Excel from the spider web application. Data collected past users with the Orca Scan mobile app will then be pushed directly into your Excel sheets from anywhere in the earth.

Quickstart

To get started, log in to your Orca Scan account and create a Deject Sheet. In one case you've done that, employ the following four steps to set up the connection.

Get the consign link from your Orca sheet
Navigate to the Get Data department in Excel
Paste the consign link
Ready the import frequency

Click Integrations Settings on the Sheet you want to gear up.

Click on the 'Integrations' button at the top of the sheet — Click on the 'Integrations' button at the superlative of the sheet

2. Activate and copy URL

Then Permit the Public URL access to activate the link and re-create it to the clipboard.

Enable Public URL access and copy the Live Data URL to the clipboard — Enable Public URL access and re-create the Alive Information URL to the clipboard

iii. Save updates in Orca

Finally, don't forget to save the updates on the integrations settings.

Click save to confirm the integration changes

Now, let's head over to Microsoft Excel…

four. Go to Get Data section in Microsoft Excel

Find the Get Data carte Hover over From Other Sources, and click From Spider web

Click 'Get Data' and choose 'From Web' (found in other data sources)

5. Paste the export link

The window below will surface - at present paste the link from Orca Scan

vi. Approve import settings

Then connect with standard anonymous access (advanced: configure if needed)

7. Confirm and load information

Click Load

8. Set import frequency

You can configure how oft Excel pulls data from Orca Scan.

Click the Refresh button to do information technology manually, equally seen here:

Click the refresh button to manually update data from your Orca Scan sheet

URL export configurations

Yous can configure the data consign by appending parameters to the URL, for example:

URL parameter	Function
`timezone=-03:00`	Change time zone
`sortby=barcode&sortorder=desc`	Sort output by cavalcade
`transactions=true`	Include audit trail
`.html` / `.csv` / `.json` / `.xml`	Change output format
`datetimeformat=DD/MM/YYYY`	Change appointment format
`deltas=true`	Include deltas for numeric columns

Important: always use a ? earlier the first parameter and an & before each additional parameter, for example:

https://api.orcascan.com/sheets/sJ0KYsnp-9b7Rl7i?transactions=true&deltas=truthful

That's it!

Your Excel spreadsheet will now mirror everything in your Orca Sheet. So if you add, update or delete a row inside Orca Scan, Excel will pull those changes into your Excel Spreadsheet.

View your Orca Scan data in an Excel Spreadsheet — View your Orca Scan information in an Excel Spreadsheet

Important: Clearing your Orca Sheet volition likewise clear the data from your Excel Spreadsheet.

Questions?

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