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Connect Excel to Act-On
Read, Write, and Update Act-On Data from Excel
Connect with live Act-On data directly from Microsoft Excel. The free Excel Add-In for CData Connect Spreadsheets gives you real-time access to Act-On data, right from the Excel tool bar.
Install the Add-In, configure your Act-On connection, and go!
Get The Excel Add-In Now
Discover What's Possible with Your Act-On Data in Excel
Say Farewell to Copy/Paste
Real-time, seamless access to data removes the burden of manual data entry in Excel.
Never Rely on Stale Data
Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.
Point and Click Configuration
Integrate data and manage connections with no code or special skills required.
Secure Access and Encryption
Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.
Real-Time Access to Act-On Data from Excel
Get Started with Act-On in 3 Simple Steps:
- Install the Excel Add-In - After installation look for the CData Connect Spreadsheets button on the Excel Ribbon.
- Configure your Act-On Connection - Click on the Connect Spreadsheets add-in from within Excel to setup an account and configure a connection to Act-On.
- Run your first query - Select any Act-On data that you want to access. All data is exposed as standard tables and data views. You can even write custom queries with SQL to filter and join data.
Automate Your Workflow
Spend less time copying, pasting, and importing data. Build custom reports and dashboards with automatic refreshes (hourly, daily, weekly, monthly) for real-time insights.
Bring Data to Life in Excel
Bring your Act-On data into Excel for up-to-date insights with Connect Spreadsheets. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.
Act-On Reporting, Analysis, & Data Manipulation
Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
- Modify and delete records and push updates back to Act-On
- Quickly export and backup data.
- Operate on data with Charts and Pivot Tables.
Popular Excel Videos:
Get the Excel Add-In for Act-On
Building custom dashboards & reports that connect with live Act-On data has never been easier. Get the CData Excel Add-In for Act-On now, and get connected.
Get the Excel Add-In Now!
