Access Live Basecamp Data in Excel (Desktop) via Connect AI

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect AI, you gain immediate access to Basecamp data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Basecamp in your Connect AI instance and access and update live Basecamp data in Excel spreadsheets.

CData Connect AI provides a pure cloud-to-cloud interface for Basecamp, allowing you to easily access live Basecamp 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 Basecamp, leveraging server-side processing to quickly return Basecamp data.

Configure Basecamp Connectivity for Excel

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

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

2. Select "Basecamp" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Basecamp.

   Basecamp uses basic or OAuth 2.0 authentication. To use basic authentication you will need the user and password that you use for logging in to Basecamp. To authenticate to Basecamp via OAuth 2.0, obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with Basecamp.

   See the Getting Started section in the help documentation for a connection guide.

   Additionally, specify the AccountId connection property. This can be copied from the URL after you log in.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Basecamp Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Basecamp data from Excel.

Access Live Basecamp Data in Excel

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

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect AI Add-In and install the Add-in.
4. Click Data and open the CData Connect AI Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect AI instance
6. In the CData Connect AI panel in Excel, click Import
7. Choose a Connection (e.g. Basecamp1), Table (e.g. Projects), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Basecamp Data from Excel

In addition to viewing Basecamp data in Excel, CData Connect AI also lets you update and delete Basecamp data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Basecamp (your changes will be in red)
2. In the CData Connect AI Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Basecamp, and a notification will appear when the update is complete

Live Access to Basecamp Data from Cloud Applications

Now, you have a direct, cloud-to-cloud connection to live Basecamp 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.