You can easily create an API query to Keyline with Microsoft Excel from version 2019. This way you can create individual reports and further process the data according to your wishes. Just follow this small tutorial where we visualize the connection using the example of customer invoices.
Create an API permission in Keyline
Find the right URL for your query
to do this, simply go to this link and compile your URL.
The URL always consists of https://app.keyline-mis.com/api/v2 and a path to the desired API endpoint. This is in our example:
Set up your connection in Microsoft Excel
Go to the "Data" tab
Select the data source "From the Web
In the URL field enter the URL to the endpoint you created in the previous step.
Here you write "Authorization"
In this field write "Bearer" and then enter the key for the API authorization of Keyline.
The Power Query Editor
Your query is now loaded in the Excel Power Query Editor. Now click on
"to table" and confirm with OK without making any further entries.
Now expand your table by clicking the field with the two arrows, then select the desired entries and confirm with OK.
If you find the term "Record" in the columns, you can add further columns by clicking on the button with the two arrows.
On the right side of the screen you will find a list of your steps (3). Here you can simply select a previous step to jump to the previous list.
The Power Query Editor offers many more features, you can just try a little here. No data is written back to Keyline.
Bring your list into a normal Excel sheet
When you are satisfied with the import design of your list, click close and load. Now you have the data available in Excel and can use the data as you wish.