Excel Spreadsheet Automation on Pipeliner CRM Data with the QUERY Formula

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

  Start by setting the Profile connection property to the location of the Pipeliner CRM Profile on disk (e.g. C:\profiles\Pipeliner.apip). Next, set the ProfileSettings connection property to the connection string for Pipeliner CRM (see below).

  Pipeliner CRM API Profile Settings

  Navigate to Administration > Obtain API Key within your Pipeliner CRM workspace to retrieve the API Token, API Password, Space ID, and Service URL.

• 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 Pipeliner CRM data, such as Name.
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 Account WHERE Name = '"&B7&"'","Profile="&B1&";ProfileSettings="&B2&";Password="&B3&";SpaceId="&B4&";ServiceUrl="&B5&";Provider=API",B8)


3. Change the filter to change the data.