Saving my Connection information

Created by Damien Zwillinger, Modified on Thu, 05 Oct 2023 at 05:48 PM by Gabriel Michaud

Instead of creating a new connection each time you begin work on a new Excel workbook, you can save connection information in an Excel template.  This template will then be available whenever you want to create a new file for Velixo.


Generally, these are the steps:

  1. Create a Velixo connection in an Excel workbook.

  2. Save the workbook that contains the Velixo connection as an Excel Template.

  3. Open that template to start a new Excel workbook for which you need a Velixo connection.

Read below to learn how to create a Velixo connection and save a workbook as an Excel template.


Create a Velixo connection

Click the Connection Manager button in the Velixo ribbon, then click Add Connection. Enter a unique Name for the connection (you will use this name later as you build formulas).



Note:  If you click the box for Remember me, you will not be prompted for your username and password when you re-open the workbook.

Create an Excel Template

Now that you have connected the workbook to your ERP, select Save As from Excel’s File menu (or the Office button if using Excel 2010):



In the Save As dialog, give your new Template a descriptive name (such as “Velixo Template”), and select Excel Template (*.xltx) from the pulldown list…



And click Save.

Now, when you select New from Excel’s File menu, the Template is available in the Personal list...



Note: You can right-click that Template (or click the pushpin in its lower right corner), to pin it to the New list:



When you select the saved template, Excel will open a new workbook which will automatically establish the connection with your ERP…



…so that you can now start creating your next Velixo report without having to enter the connection information, by hand.


This simple technique is especially useful if you often use the same layout or data in your workbooks, or you need to consolidate multiple tenants/instances and frequently need to create multiple connections with every new workbook you create.

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