Access Live Certinia Data in Google Sheets through Connect Spreadsheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, you can effortlessly gain access to Certinia data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Certinia within Connect Spreadsheets and accessing live Certinia data seamlessly within Google Sheets.

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.

Configure Certinia Connectivity for Google Sheets

Connectivity to Certinia from Google Sheets is made possible through Connect Spreadsheets. To work with Certinia data from Google Sheets, we start by creating and configuring a Certinia connection.

1. Log into Connect Spreadsheets, click Sources and click Add Connection
2. Select "Certinia" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Certinia.

   There are several authentication methods available for connecting to Certinia: login credentials, SSO, and OAuth.

   Authenticating with a Login and Token

   Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

   To disable the security token:

   1. Log in to Certinia and enter "Network Access" in the Quick Find box in the setup section.
   2. Add your IP address to the list of trusted IP addresses.

   To obtain the security token:

   1. Open the personal information page on certinia.com.
   2. Click the link to reset your security token. The token will be emailed to you.
   3. Specify the security token in the SecurityToken connection property or append it to the Password.

   Authenticating with OAuth

   If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

   Connecting to Certinia Sandbox Accounts

   Set UseSandbox to true (false by default) to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

   
4. Click Create & Test

With the connection configured, you are ready to connect to Certinia data from Google Sheets.

Access Live Certinia Data from Google Sheets

The steps below outline connecting to Connect Spreadsheets from Google Sheets to access live Certinia data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for Connect Spreadsheets Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On.
6. In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
7. In the Connect Spreadsheets panel in Google Sheets, click Import
8. Choose a Connection (e.g. Certinia1), Table (e.g. Account, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

Live Access to Certinia Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Certinia data from your Google Sheets 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 cloud applications.