How to Connect to & Open Salesforce Pardot Data in Microsoft Excel



This article uses the CData ODBC driver for Salesforce Pardot to import data in Excel with Microsoft Query. This article also demonstrates how to use parameters with Microsoft Query.

The CData ODBC driver for Salesforce Pardot uses the standard ODBC interface to link Salesforce Pardot data with applications like Microsoft Access and Excel. Follow the steps below to use Microsoft Query to import Salesforce Pardot data into a spreadsheet and provide values to a parameterized query from cells in a spreadsheet.

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

You can then work with live Salesforce Pardot data in Excel.

NOTE: In recent versions of Excel, Microsoft Query is not visible by default. To enable visibility, Navigate to Options > Data and check From Microsoft Query (Legacy) under the Show legacy data import wizards section.

  1. In Excel, open the Data tab and choose Get Data -> Legacy Wizards -> From Microsoft Query (Legacy).
  2. Choose the SalesforcePardot DSN. Select the option to use Query Wizard to create/edit queries.
  3. In the Query Wizard, expand the node for the table you would like to import into your spreadsheet. Select the columns you want to import and click the arrow to add them to your query. Alternatively, select the table name to add all columns for that table.
  4. The Filter Data page allows you to specify criteria. For example, you can limit results by setting a date range.
  5. If you want to use parameters in your query, select the option to edit the query in Microsoft Query.
  6. To set a parameter in the query, you will need to modify the SQL statement directly. To do this, click the SQL button in the Query Editor. If you set filter criteria earlier, you should have a WHERE clause already in the query.

    To use a parameter, use a "?" character as the wildcard character for a field's value in the WHERE clause. For example, if you are importing the Prospects, you can set "ProspectAccountId=?".

  7. Close the SQL dialog when you are finished editing the SQL statement. You will be prompted to enter a parameter value. In the next step, you will select a cell to provide this value. So, leave the box in the dialog blank.
  8. Click File -> Return Data to Microsoft Excel. The Import Data dialog is displayed. Enter a cell where results should be imported.

  9. Close the Import Data dialog. You will be prompted to enter a parameter value. Click the button next to the parameter box to select a cell. Select the option to automatically refresh the spreadsheet when the value changes.
The data is now imported into Excel. When you change the value in cell B1, the data will be filtered by the specified search criteria.

Ready to get started?

Download a free trial of the Salesforce Pardot ODBC Driver to get started:

 Download Now

Learn more:

Salesforce Pardot Icon Salesforce Pardot ODBC Driver

The Salesforce Pardot ODBC Driver is a powerful tool that allows you to connect with live data from Salesforce Pardot, directly from any applications that support ODBC connectivity.

Access Salesforce Pardot data like you would a database - read, write, and update Salesforce Pardot Emails, Lists, Opportunities, Users, etc. through a standard ODBC Driver interface.