Connect to Microsoft Excel Through Dynamic Excel Integration

This topic describes how to create a Dynamic Excel Integration data source to connect to a Microsoft Excel file for use with Order Lookup and Batch Print of Endicia Professional.

• Important! Dynamic Excel Integration is BETA test only and might not work with various versions of Microsoft Windows and Microsoft Excel.

For information on connecting Dynamic Excel Integration for Post-Back, see See "Set Up Data Post-Back".

• Note: There are different methods of connecting to Microsoft Excel data. Be sure that you use the appropriate method. For more information, see See "About Connecting to Microsoft Excel".

The first time that you run Endicia Professional, the Database Connections Setup wizard starts automatically. Afterward, you can manually start the Data Connections Setup wizard, which the following Steps describe.

• Note: The setup or changes that you make in the following Steps apply only to the current profile.

Steps

1. Open your file—such as an Excel spreadsheet—with the correct column layout in Microsoft Excel.
2. In Endicia Professional, manually start the Data Connections Setup wizard for Post-Back Data:
   1. Select Edit > Preferences.
   2. Select the Data Source and Post-Back tab.
   3. In the Source Data area, in the Order Lookup or Batch Print field select Database or CSV/Text File and then click Configure.
   4. If asked if you would like to connect to a file open in Microsoft Excel, click Yes.

   5. In the Data Map window, select Data Map > New.

      The Data Connections Setup wizard automatically starts.

   6. Click Next.
3. From the Create New Data Source dialog box, select Dynamic Excel Integration, and then click Next.
4. In the Data Source Name field, enter a name of your choice.
   • Tip: If you use multiple database sources, enter a name that helps you to identify which database source that your database connection is using.
5. Finish the wizard: click OK
6. • Note! Before clicking Yes in the following Step, you should have a file with the correct column layout open in Excel. This connection process is necessary each time.
7. At the prompt, Would you like to connect to a file in Microsoft Excel?, click Yes.

8. Click OK to finish the wizard.

   The Order Lookup Data Map or Batch Print Data Map window displays your Data Source name, Microsoft Excel Connection, and Connected Fields. Depending on which connections you creating, the Order Lookup or Batch Print Data Map window displays your data source name and Endicia Professional fields to which you can specify connections from your data source.

9. For the remaining fields, as needed, continue mapping your data source fields to the Endicia Professional fields on the Package Details, Recipient Address, Return Address, and Rubber Stamps tabs.
• Important! Note the following:
  • Return Address Mapping: When mapping to the return address, you must map at least a Name, Address 1, City, State, and ZIP Code. Doing this overrides the existing return address (but not the Post Office ZIP Code that is used to calculate postage) that was set up in the Account Setup window. The override of the Account Setup information is all or nothing, so all required fields need to be mapped or the Account Setup information will be used instead. 
  • Rubber Stamp Mapping: Rubber Stamps 1-3 print in the white space on the right-hand side of domestic shipments, but not for international or APO/FPO/DPO or US territory shipments. The 4×8 Doctab label includes the Reference ID (Order Number) on the label, so if this is needed, you can still select this option if you have a 4×6 printer, but the Doctab will not print. (You may have to adjust your printer settings.)
  • Package Size: You can create your own package sizes, if required, to map your database to Endicia Professional. For more information, see About Automated Box Selection and See "Create a Package Dimension—Box Size Name".
  • Dynamic Excel Integration: By default on the Package Details tab, the First Order Row is 2. The assumption is that row 1 contains the field names or column headings. Be sure to verify and indicate which row contains the first row of order data and set accordingly.
  • Endicia Global Service Mapping: If you are using the Endicia Global Service (EGS) feature, be sure to map both the Tax and Duties Payer and Recipient Tax ID fields on the Package Details tab with your data source.
  • Note: The Recipient Tax ID field might not be required for all destinations.
10. When done, click OK.
    • Note: If you are connecting to Microsoft Excel through Dynamic Excel Integration for both Order Lookup and Batch Print, you must repeat the preceding Steps.

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