Excel Macro to Import data (csv) into the Accounting System (Cloud base)

Hi Excel Experts,

I am trying to figure out on how to create an excel macro that will automatically import the data(csv) into the accounting system (Cloud base). Is this possible?

Currently, I have to login into the accounting system and drill it down until I arrive at the import button which will take enough of my time. In this regard, I would like to ask your kind help if this is possible and what are the factors that I'm going to consider in order to shorten the current process I have.

Thanks for your inputs and any suggestions will be highly appreciated.

Warmest regards,
Arnel

It depends on your accounting system setup. You need to find out what options do you have. It might be possible to use SQL if your system data base supports relational database. Your system might have add-in. Where excel could help you is to organise your data which are suitable for imports.

Hi MarvinP and AB33,

Thanks for the inputs and ideas. I appreciate it much!


Best regards,
Arnel