- Create a Velixo connection in an Excel workbook.
- Save the workbook that contains the Velixo connection as an Excel Template.
- Open that template to start a new Excel workbook for which you need a Velixo connection.
Read below to learn how to create a Velixo connection and save a workbook as an Excel template.
Create a Velixo connection
Click the Connection Manager button in the Velixo ribbon, then click Add Connection. Enter a unique Name for the connection, since you will use this name later as you build formulas.
Learn more in Connection Manager.
Create an Excel Template
Now that you have connected the workbook to Acumatica, select Save As from Excel’s File menu (or the Office button if using Excel 2010):
In the Save As dialog, give your new Template a descriptive name (such as “Velixo Template”), and select Excel Template (*.xltx) from the pulldown list…
And click Save.
Now, when you select New from Excel’s File menu, the Template is available in the Personal list...
Note: You can right-click that Template (or click the pushpin in its lower right corner), to pin it to the New list:
When you select the Template, Excel will open a new workbook which will automatically establish the connection with Acumatica…
…so that you can now start creating your next Velixo report without having to enter the connection information, by hand.
This simple technique is especially useful if you often use the same layout or data in your workbooks, or you need to consolidate multiple tenants/instances and frequently need to create multiple connections with every new workbook you create.