Access Live Copper 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 Copper data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Copper in your Connect AI instance and access live Copper data in Excel spreadsheets.

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

Configure Copper Connectivity for Excel

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

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

2. Select "Copper" from the Add Connection panel

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

   Start by setting the Profile connection property to the location of the Copper Profile on disk (e.g. C:\profiles\Copper.apip). Next, set the ProfileSettings connection property to the connection string for Copper (see below).

   Copper API Profile Settings

   In Copper CRM, go to Settings > Integrations > API Keys and click Generate API Key. Provide both the API key and the email address associated with your account.

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

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

Access Live Copper Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live Copper 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. API1), Table (e.g. Account), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Live Access to Copper Data from Cloud Applications

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