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Transfer Data from Excel to Confluence

This article explains how to transfer data from Excel to Confluence using the Excel Add-In for Confluence.

The CData Excel Add-In for Confluence enables you to edit and save Confluence data directly from Excel. This article explains how to transfer data from Excel to Confluence. This technique is useful if you want to work on Confluence data in Excel and update changes, or if you have a whole spreadsheet you want to import into Confluence. In this example, you will use the Pages table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Confluence connection by clicking From Confluence on the ribbon.

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.

Retrieve Data from Confluence

To insert data into Confluence, you will first need to retrieve data from the Confluence table you want to add to. This links the Excel spreadsheet to the Confluence table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Confluence button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Pages table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Confluence

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyPagesSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Confluence, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Pages sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.