Access Live MailChimp 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 MailChimp data from within Excel 365 for data analysis, collaborations, calculations, and more. This article shows how to connect to MailChimp in your Connect Cloud instance and access and update live MailChimp data in Excel 365 spreadsheets.

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

Connect to MailChimp 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 "MailChimp" from the Add Connection panel
3. Enter the necessary authentication properties to connect to MailChimp.

   You can set the APIKey to the key you generate in your account settings, or, instead of providing your APIKey, you can use the OAuth standard to authenticate the application. OAuth can be used to enable other users to access their own data. To authenticate using OAuth, you will need to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL by registering an app with MailChimp.

   See the "Getting Started" chapter in the help documentation for a guide to using OAuth.

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

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

Access Live MailChimp Data in Excel 365

The steps below outline connecting to CData Connect Cloud from Excel 365 to access live MailChimp 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. MailChimp1), Table (e.g. Lists), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update MailChimp Data from Excel 365

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

1. Update any cell or cells with changes you want to push to MailChimp (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 MailChimp

A notification will appear when the update is complete

Live Access to MailChimp Data from Cloud Applications

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