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Writeback Wizard

Nectari retrieves data from your ERP and displays it in your workbook. You can edit any value directly in the sheet, but those changes stay local by default and are never sent back to your ERP. However, with the writeback configured, you can push modified, inserted, or deleted values from your workbook back to the corresponding records in your ERP on demand.

The WRITEBACK Wizard maps data from your workbook to your ERP and generates a NECWRITEBACK formula automatically. It shows the tables available from your configured data source, lets you select the fields you want, and maps them to cells in your workbook. Once set up, the linked cells stay in sync with your ERP whenever their values change.

With the required permission, you can create writeback formulas and push data back directly from Nectari.

Writeback Wizard in the Analysis tab
important

Writeback is currently only available with Acumatica.

When to write back to your ERP​

  • Update budget, forecast, or planning figures when multiple values need to be revised in one sitting.
  • Correct outdated or incorrect records such as an address, contact detail, or any field that needs to be fixed at the source.
  • Change a status on a sales opportunity, project, invoice, or product from the report you are reviewing.
  • Flag a record as disputed, inactive, discontinued, or requiring follow-up directly from the data.

Configure the writeback​

  1. On the Analysis tab, select WRITEBACK Wizard.
  2. Select the environment and data source.
  3. Choose the entity or table from the dropdown.
  4. On the Selection tab, expand each table to see its available fields, then check the fields you want to write back.
  5. Click Next.
  6. On the Mapping tab, map each selected field to a cell or table in the workbook.
  7. Under Options, expand Writeback Button and toggle Show Button on.
  8. Configure the target cell, label, and color for the button.
  9. (Optional) Enable Output Results to display the writeback result in a cell on the sheet.
  10. Click Save.

Writeback properties​

FieldWhat it does
EnvironmentThe Nectari environment to pull data from.
Data SourceThe data source to use for the writeback. Make sure the Endpoint Name and Endpoint Version are configured for the data source. Only available with Acumatica right now.
Entity/TableThe entity or table to write back to. Only one table per writeback can be selected.
TablesWhen you select an entity, the Tables panel shows the full hierarchy for that entity. The header table is the main entity and appears at the top. Detail tables are sub-tables such as Attributes, Details and appear below and represent related records with multiple rows. You can select fields from the header table, any detail table, or both.

Fields marked with a gold key icon are key fields. These identify individual records in your ERP and are required for the writeback to match the correct record. Make sure key fields are mapped correctly before saving.

Map the table fields​

On the Mapping tab, all selected fields appear grouped by their table. Header and detail tables map differently.

  • Header table fields maps to a single cell in the sheet.
  • Detail table fields contain multiple rows, so they map to a table rather than individual cells.

For each detail table, choose how to connect it using the Existing table and New table tab.

Existing table​

Select the existing table from the dropdown, then use the Table column dropdowns to map each field to the corresponding column. Select Save at the bottom of the wizard to apply the mapping.

New table​

If you haven't created the table in your workbook yet, enter the cell reference where the new table will be placed. Each field shows a Label Name that becomes the column header. Update the labels if needed, then select Save at the bottom of the wizard to create the table and apply the mapping.

Cell​

When the detail table maps to a single cell rather than a full table, enter the cell reference directly. Use this option when the detail data collapses to a single value in your workbook.

Personalize additional buttons​

Under Options on the right side of the Mapping tab, two buttons are available to add to the sheet: Writeback and Output Results. For additional Nectari and Acumatica specific buttons, use the Action Button Wizard in the Analysis tab. Each button is optional, but at minimum, add the Writeback button so users can send updated data back to the ERP.

Writeback Button​

The Writeback button triggers the push to the ERP. Clicking it sends all updated mapped values from the workbook back to the corresponding records in the ERP.

The label and color are fully customizable. Here are a few examples:

Writeback button
Push to Acumatica button
Send Changes button
  1. Expand Writeback Button.
  2. Toggle Create Button on.
  3. Enter or select the cell where the button will appear on the sheet.
  4. (Optional) Edit the default label to give the button a more specific name.
  5. Choose a color using the color picker, or enter a HEX code directly.
  6. Review the Preview to confirm the button appearance.
  7. Click Save.

Example setup​

Writeback Wizard Example Setup
Completed writeback configuration with to map data from Nectari to Acumatica.

Send back data with to your ERP​

Once the wizard is configured, click the Writeback button in the workbook to send all mapped values back to your ERP. A confirmation message appears when the operation completes. You can also verify the result directly in your ERP after a successful writeback.

important

If you see Writeback completed with errors, the values in the mapped cells don't match what your ERP expects. Review the field mapping and confirm that the endpoint configured in the data source matches the one in your ERP environment.