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Salesforce Pardot Icon Excel Add-In for Salesforce Pardot

The Salesforce Pardot Excel Add-In is a powerful tool that allows you to connect with live Salesforce Pardot data, directly from Microsoft Excel.

Use Excel to read, write, and update Salesforce Pardot Emails, Lists, Opportunities, Users, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

Excel Spreadsheet Automation with the QUERY Formula

Pull data, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for Salesforce Pardot provides formulas that can edit, save, and delete Salesforce Pardot data. The following three steps show how you can automate the following task: Search Salesforce Pardot 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 Salesforce Pardot data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as SalesforcePardotConnection1, or a connection string. The connection string consists of the required properties for connecting to Salesforce Pardot data, separated by semicolons.

    Salesforce Pardot supports connecting through API Version, Username, Password and User Key.

    • ApiVersion: The Salesforce Pardot API version which the provided account can access. Defaults to 4.
    • User: The Username of the Salesforce Pardot account.
    • Password: The Password of the Salesforce Pardot account.
    • UserKey: The unique User Key for the Salesforce Pardot account. This key does not expire.
    • IsDemoAccount (optional): Set to TRUE to connect to a demo account.

    Accessing the Pardot User Key

    The User Key of the current account may be accessed by going to Settings -> My Profile, under the API User Key row.

  • 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 Salesforce Pardot data, such as ProspectAccountId.
  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.
  3. =CDATAQUERY("SELECT * FROM Prospects WHERE ProspectAccountId = '"&B5&"'","ApiVersion="&B1&";User="&B2&";Password="&B3&";UserKey="&B4&";Provider=SalesforcePardot",B6)
  4. Change the filter to change the data.