Access Live Microsoft Exchange Data in Excel 365

Microsoft Excel 365 is a cloud-native version of Microsoft Excel. When paired with CData Connect Cloud, you can instantly access Microsoft Exchange data from within Excel 365 for data analysis, collaborations, calculations, and more. This article shows how to connect to Microsoft Exchange in your Connect Cloud instance and access and update live Microsoft Exchange data in Excel 365 spreadsheets.

CData Connect Cloud provides a pure cloud-to-cloud interface for Microsoft Exchange, allowing you to easily access live Microsoft Exchange data in Excel 365. Simply use the partner Connect Cloud Add-In to generate a query (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Microsoft Exchange, leveraging server-side processing to quickly return Microsoft Exchange data.

Connect to Microsoft Exchange in Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Microsoft Exchange" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Microsoft Exchange.

   Specify the User and Password to connect to Exchange. Additionally, specify the address of the Exchange server you are connecting to and the Platform associated with the server.

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

With the connection configured, you are ready to connect to Microsoft Exchange data from Excel 365.

Access Live Microsoft Exchange Data in Excel 365

The steps below outline connecting to CData Connect Cloud from Excel 365 to access live Microsoft Exchange data.

1. Log into Excel 365, 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 Cloud Add-In and install the Add-in.
4. Click Data and open the CData Connect Cloud Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
6. In the CData Connect Cloud panel in Excel 365, click Import
7. Choose a Connection (e.g. Exchange1), Table (e.g. Contacts), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Microsoft Exchange Data from Excel 365

In addition to viewing Microsoft Exchange data in Excel 365, CData Connect Cloud also lets you update and delete Microsoft Exchange data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Microsoft Exchange (your changes will be in red)
2. In the CData Connect Cloud 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 Microsoft Exchange

A notification will appear when the update is complete

Live Access to Microsoft Exchange Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Microsoft Exchange data from your Excel 365 workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.