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Transfer Data from Excel to DocuSign

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

The CData Excel Add-In for DocuSign enables you to edit and save DocuSign data directly from Excel. This article explains how to transfer data from Excel to DocuSign. This technique is useful if you want to work on DocuSign data in Excel and update changes, or if you have a whole spreadsheet you want to import into DocuSign. In this example, you will use the Documents 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 DocuSign connection by clicking From DocuSign on the ribbon.

To connect to DocuSign, set the following connection properties:

  • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
  • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

Authenticating to DocuSign

DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

Retrieve Data from DocuSign

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

  1. Click the From DocuSign button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Documents 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 DocuSign

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, =MyDocumentsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to DocuSign, 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 Documents 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.