Excel Spreadsheet Automation on Deel Data with the QUERY Formula

The CData Excel Add-In for Deel provides formulas that can query Deel data. The following three steps show how you can automate the following task: Search Deel data for a user-specified value and then organize the results into an Excel spreadsheet.

The syntax of the CDATAQUERY formula is the following:

=CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

• Query: The declaration of the Deel data records you want to retrieve, written in standard SQL.

• Connection: Either the connection name, such as APIConnection1, or a connection string. The connection string consists of the required properties for connecting to Deel data, separated by semicolons.

  To authenticate to Deel, you can use API Key (Bearer Token) authentication.

  Using APIKey Authentication

  You can authenticate using a Deel API Key. Create an API key in your Deel account settings under Settings > API or Developer Settings. Make sure to grant appropriate permissions based on the data you need to access (e.g., read access for invoices, timesheets, contracts, workers, etc.).

  After creating your API Key, set the following connection properties:

  • AuthScheme: Set this to APIKey.
  • APIKey: Set this to your Deel API Key (Bearer token).

  Example APIKey connection string

  Profile=C:\profiles\Deel.apip;AuthScheme=APIKey;ProfileSettings='APIKey=your_deel_api_key';
  

• ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search Deel data, such as .
2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.

=CDATAQUERY("SELECT * FROM Invoices WHERE  = '"&B5&"'","Profile="&B1&";AuthScheme="&B2&";ProfileSettings="&B3&";Provider=API",B6)


3. Change the filter to change the data.