Excel Add-in (On-Prem)

Video Tutorials

We invite anyone who is interested in learning how to use VXL to watch our free online tutorials. Depending on your role - admin or end user - and depending on how much you know already, select one or more videos as you please. Each video is short (3-10 minutes), to-the-point and focuses on a specific topic. So, it is easy to improve your skills at the pace you want - when you want!

 
It's actually quite simple, so let's jump right in!

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Video 1: How to work with the VXL server

This video gives you a quick introduction to the VXL server and its main administrator functions.

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Video 2: How to install the VXL client on your local computer

This video shows you, step by step, how to install the VXL client locally to your computer.

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Video 3: How to run a VXL function in the VXL Client

This video shows you, step by step, how to run a VXL function in the VXL Client for exporting/importing data between M3 and Excel.

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Video 4: How to create an Excel template

This video shows you, step by step, how to create an Excel template to be used as input to the VXL function.

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Video 5: How to configure a simple export from M3 to Excel

This video shows you, step by step, how to configure a simple export of data from M3 to Excel.

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Video 6: How to configure additional filtering on an export from M3 to Excel

This video shows you, step by step, how to configure additional filtering on an export of data from M3 to Excel.

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Video 7: How to change an Excel template on an existing VXL function

This video shows you, step by step, how to change an Excel template on an existing VXL function.

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Video 8: How to configure an export from M3 to Excel using multiple APIs in sequence

This video shows you, step by step, how to configure an export of data from M3 to Excel in one click using multiple APIs in sequence.

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Video 9: How to configure a simple import from Excel to M3

This video shows you, step by step, how to configure a simple import of data from Excel to M3.

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Video 10: How to configure an import from Excel to M3 using multiple APIs in sequence

This video shows you, step by step, how to configure an import of data from Excel to M3 in one click using multiple APIs in sequence.

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Video 11: How to configure an import from Excel to M3 using additional filtering

This video shows you, step by step, how to configure an import of data from Excel to M3 using additional filtering.

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Video 12: How to configure an import using the Grouping-feature in VXL

Grouping can be used, when you want to use header data and line data in Excel and manage this in the same VXL function when importing the data into M3, e.g. order header and order lines.

8) How to configure an export from M3 to Excel using multiple APIs in sequence-thumb-1
Video 13: How to configure an export from M3 to Excel using Expand

This video shows you, step by step, how to work with one-to-many relationship data in the same Excel file, e.g. purchase orders and order lines.