Access Live Confluence Data in Excel (Desktop)



Use CData Connect Cloud to gain access to live Confluence data from your Excel spreadsheets.

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 Cloud, you gain immediate access to Confluence data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Confluence in your Connect Cloud instance and access live Confluence data in Excel spreadsheets.

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

This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-In for Excel. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud Excel Add-In.


Configure Confluence Connectivity for Excel

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

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Confluence" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Confluence.

    Obtaining an API Token

    An API token is necessary for account authentication. To generate one, login to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

    Connect Using a Confluence Cloud Account

    To connect to a Cloud account, provide the following (Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.):

    • User: The user which will be used to authenticate with the Confluence server.
    • APIToken: The API Token associated with the currently authenticated user.
    • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.

    Connect Using a Confluence Server Instance

    To connect to a Server instance, provide the following:

    • User: The user which will be used to authenticate with the Confluence instance.
    • Password: The password which will be used to authenticate with the Confluence server.
    • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Confluence Connection page and update the User-based permissions.

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

Access Live Confluence Data in Excel

The steps below outline connecting to CData Connect Cloud from Excel to access live Confluence 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 Cloud Add-In and install the Add-in.
  4. Click Data and open the CData Connect Cloud Add-In.
  5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
  6. In the CData Connect Cloud panel in Excel, click Import
  7. Choose a Connection (e.g. Confluence1), Table (e.g. Pages), and Columns to import
  8. Optionally add Filters, Sorting, and a Limit
  9. Click Execute to import the data

Live Access to Confluence Data from Cloud Applications

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

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.

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Learn more about CData Connect Cloud or sign up for free trial access:

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