Access Live SendPulse Data in Excel (Desktop) through Connect Spreadsheets
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Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!
Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to SendPulse data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to SendPulse in Connect Spreadsheets and access live SendPulse data in Excel spreadsheets.
Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.
This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.
Configure SendPulse Connectivity for Excel
Connectivity to SendPulse from Excel is made possible through Connect Spreadsheets. To work with SendPulse data from Excel, we start by creating and configuring a SendPulse connection.
- Log into Connect Spreadsheets, click Connections and click Add Connection
- Select "SendPulse" from the Add Connection panel
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Enter the necessary authentication properties to connect to SendPulse.
Start by setting the Profile connection property to the location of the SendPulse Profile on disk (e.g. C:\profiles\SendPulse.apip). Next, set the ProfileSettings connection property to the connection string for SendPulse (see below).
SendPulse API Profile Settings
Log into your SendPulse account, navigate to Profile > Account Settings > API, and retrieve your API ID and Secret to use as your OAuth Client ID and Secret.
- Click Create & Test
- Navigate to the Permissions tab in the Add SendPulse Connection page and update the User-based permissions.
With the connection configured, you are ready to connect to SendPulse data from Excel.
Access Live SendPulse Data in Excel
The steps below outline connecting to Connect Spreadsheets from Excel to access live SendPulse data.
- Open Excel, create a new sheet (or open an existing one).
- Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
- Search for Connect Spreadsheets and install the Add-in.
- Click Data and open the CData Connect Spreadsheets Add-In.
- In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account
- In the Connect Spreadsheets panel in Excel, click Import
- Choose a Connection (e.g. API1), Table (e.g. AutomationFlowsStatistics), and Columns to import
- Optionally add Filters, Sorting, and a Limit
- Click Execute to import the data and opt to overwrite the existing sheet or create a new one.
Live Access to SendPulse Data from Spreadsheet Apps
New, you have a direct, cloud-to-cloud connection to live SendPulse data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.
Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.