Has there been any update to a way of getting manager data into excel Power query?
I am not a coder. At the moment I bring up customers right click on it , go inspect, and go to sources and copy the link address and put that in Power query but the problem I have is I always have to have manager open to view it .Is there another way?
Can’t you just point your PQ source to the Manager API? for me it’s 127.0.0.1:55667/api2
Do you mean the Access token?
What I did not mention was I am using the desktop version
Desktop works the same as the online version, you just point your host to 127.0.0.1:port_number_given_by_manager.
Access token is generated in Settings - Access Token
Just use the access token as the value for X-API-KEY header
The 127.0.0.1:port_number_given_by_manager/api2 url simply gives you the schema you need to access the API
Excel get data from web:
PQ view
Structure your query as needed, then transform the records returned by the API call. Manager uses REST so it’s very straight forward.
Thank you so much I will give it a try. I know I am a bit simple with this but where do I get the port number from or is the same for everyone
Ok I got this far which is a lot further than I ever have.
But I am still learning power query how do I get the list to a table or get the records
When I look at a record in the list it does not give me all the fields in my customer my custom fields . Does it not give those as well?
When you got the access token the endpoint with full URL is given
Take a look at this post and the linked github repo Does the API supports custom fields? - #7 by BawarYassin
I tried adding the parameter ‘fields’ to the query, using the CustomFields2.Strings.* field name from batch update, but it doesn’t return anything. The schema for ‘fields’ doesn’t include custom fields as an accepted enum.
Oh well I got a bit closer I guess Thank you heaps @Flakily8674 . I will stick to what I am doing for now. All I need is everything in the customers tab for my CRM to use