How to Use a Microsoft Access Database to Update Salesloft Data in Real Time

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Salesloft, you can update live Salesloft data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Salesloft as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

SalesLoft authenticates using the OAuth authentication standard or an API Key. OAuth requires the authenticating user to interact with SalesLoft using the browser.

Using OAuth

For OAuth authentication, create an OAuth app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section in the Help documentation for an authentication guide.

Using APIKey

Alternatively, you can authenticate with an APIKey. Provision an API key from the SalesLoft user interface: https://accounts.salesloft.com/oauth/applications/. You will receive a Key which will be used when issuing requests.

Create a Linked Table to Accounts Data

Follow the steps below to create a linked table, which enables you to access live Accounts data.

1. On the External Data tab in Access, click ODBC Database.
2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Accounts table.

3. Select the CData Salesloft data source from the Machine Data Source tab.

4. Select the Accounts table. For more information on this table, see the "Data Model" chapter in the help documentation.

5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.