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Streak Icon Excel Add-In for Streak

The Streak Excel Add-In is a powerful tool that allows you to connect with live Streak data, directly from Microsoft Excel.

Use Excel to read, write, and update Streak Contacts, Pipelines, Tasks, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

Excel Spreadsheet Automation with the QUERY Formula

Pull data, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for Streak provides formulas that can query Streak data. The following three steps show how you can automate the following task: Search Streak data for a user-specified value and then organize the results into an Excel spreadsheet.

The syntax of the CDATAQUERY formula is the following: =CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

  • Query: The declaration of the Streak data records you want to retrieve, written in standard SQL.
  • Connection: Either the connection name, such as StreakConnection1, or a connection string. The connection string consists of the required properties for connecting to Streak data, separated by semicolons.

    Use the following steps to generate a new API key for authenticating to Streak.

    1. Navigate to Gmail
    2. Click on the Streak dropdown to the right of the search bar
    3. Select the Integrations button. This will open a window where you can view existing integrations and create new API keys.
    4. Under the Streak API section of integrations, click the button to Create New Key.
  • ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

  1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search Streak data, such as Email.
  2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.
  3. =CDATAQUERY("SELECT * FROM Users WHERE Email = '"&B2&"'","ApiKey="&B1&";Provider=Streak",B3)
  4. Change the filter to change the data.