Access Live Campaigner Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets
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Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!
Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, you gain immediate access to Campaigner data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Campaigner in Connect Spreadsheets and access live Campaigner data in Excel spreadsheets online.
Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.
This setup requires a Connect Spreadsheets instance and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.
Configure Campaigner Connectivity for Excel
Connectivity to Campaigner from Excel is made possible through Connect Spreadsheets . To work with Campaigner data from Excel, we start by creating and configuring a Campaigner connection.
- Log into Connect Spreadsheets, click Sources and click Add Connection
- Select "Campaigner" from the Add Connection panel
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Enter the necessary authentication properties to connect to Campaigner.
Start by setting the Profile connection property to the location of the Campaigner Profile on disk (e.g. C:\profiles\Campaigner.apip). Next, set the ProfileSettings connection property to the connection string for Campaigner (see below).
Campaigner API Profile Settings
Sign into your Campaigner account and navigate to Account Settings > Users, create a new API User role, and save to generate the API key.
- Click Create & Test
With the connection configured, you are ready to connect to Campaigner data from Excel for the web.
Access Live Campaigner Data in Excel for the web
The steps below outline connecting to Connect Spreadsheets from Excel to access live Campaigner data.
- Log into Excel, create a new sheet (or open an existing one).
- Click Insert and click Office Add-ins. (If you have already installed the Add-In, jump to step 4.)
- Search for Connect Spreadsheets and click "Get it now" to install the Add-in.
- Back in Excel, open the Data ribbon select and click the CData Connect Spreadsheets "Get Data" button.
- In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
- In the Connect Spreadsheets panel in Excel, click Import
- Choose a Connection (e.g. API1), Table (e.g. ActiveCampaigns), and Columns to import
- Optionally add Filters, Sorting, and a Limit
- Click Execute to import the data
Live Access to Campaigner Data from Spreadsheets
New, you have a direct, cloud-to-cloud connection to live Campaigner data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.
Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.