Access Live Email Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to Email data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Email within your Connect AI instance and accessing live Email data in Excel for the web spreadsheets, whether for viewing or updating purposes.

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

Configure Email Connectivity for Excel

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

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

2. Select "Email" from the Add Connection panel

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

   The User and Password properties, under the Authentication section, must be set to valid credentials. The Server must be specified to retrieve emails and the SMTPServer must be specified to send emails.

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

With the connection configured, you are ready to connect to Email data from Excel for the web.

Access Live Email Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live Email data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Spreadsheets Add-In and install the Add-in.
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click Login or Sign-up to authenticate with your CData Connect AI instance
6. In the CData Connect Spreadsheets panel in Excel, click Import
7. Choose a Connection (e.g. Email1), Table (e.g. Mailboxes), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Email Data from Excel

In addition to viewing Email data in Excel, CData Connect AI also lets you update and delete Email data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Email (your changes will be in red)
2. In the CData Connect Spreadsheets Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Email

A notification will appear when the update is complete

Live Access to Email Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Email 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.