Access Live Authorize.Net Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to Authorize.Net data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Authorize.Net within your Connect AI instance and accessing live Authorize.Net data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect AI provides a pure cloud-to-cloud interface for Authorize.Net, allowing you to easily access live Authorize.Net data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to Authorize.Net, leveraging server-side processing to quickly return Authorize.Net data.

Configure Authorize.Net Connectivity for Excel

Connectivity to Authorize.Net from Excel is made possible through CData Connect AI. To work with Authorize.Net data from Excel, we start by creating and configuring a Authorize.Net connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Authorize.Net" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Authorize.Net.

   You can obtain the necessary connection properties on the Security Settings -> General Settings page after logging into your Merchant Account.

   • UseSandbox: The Authorize.Net API to be used to process transactions. If you are using a production account, this property can be left blank. If you are using a developer test account, set this to 'TRUE'.
   • LoginID: The API login Id associated with your payment gateway account. This property is used to authenticate that you are authorized to submit website transactions. Note that this value is not the same as the login Id that you use to log in to the Merchant Interface.
   • TransactionKey: The transaction key associated with your payment gateway account. This property is used to authenticate that you are authorized to submit website transactions.
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Authorize.Net Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Authorize.Net data from Excel for the web.

Access Live Authorize.Net Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live Authorize.Net data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Spreadsheets Add-In and install the Add-in.
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click Login or Sign-up to authenticate with your CData Connect AI instance
6. In the CData Connect Spreadsheets panel in Excel, click Import
7. Choose a Connection (e.g. AuthorizeNet1), Table (e.g. SettledBatchList), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Live Access to Authorize.Net Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Authorize.Net data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.