Excel Spreadsheet Automation on Paddle Data with the QUERY Formula

The CData Excel Add-In for Paddle provides formulas that can query Paddle data. The following three steps show how you can automate the following task: Search Paddle 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 Paddle 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 Paddle data, separated by semicolons.

  Using API Key Authentication

  Paddle uses API key authentication. To obtain an API key:

  1. Sign in to your Paddle account at https://vendors.paddle.com
  2. Navigate to Developer Tools > Authentication
  3. Click "Generate API Key"
  4. Assign the appropriate permissions for the data you wish to access
  5. Copy the generated key (sandbox keys begin with pdl_sdbx_apikey_; production keys begin with pdl_live_apikey_)

  After obtaining your API key, set the following connection properties:

  • AuthScheme: Set this to APIKey.
  Set the following in the ProfileSettings connection property:
  • APIKey: Set this to your Paddle API key.

  Example Connection String

  Profile=C:\profiles\Paddle.apip;AuthScheme=APIKey;ProfileSettings="APIKey=your_api_key";
  

  Connecting to Paddle

  Once the authentication is configured, you can connect to Paddle and query data from any of the available tables such as Products, Customers, Subscriptions, and Transactions.

• 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 Paddle 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 Products WHERE  = '"&B5&"'","Profile="&B1&";AuthScheme="&B2&";ProfileSettings="&B3&";Provider=API",B6)


3. Change the filter to change the data.