Access Live ServiceDesk Plus Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to ServiceDesk Plus data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to ServiceDesk Plus within your Connect AI instance and accessing live ServiceDesk Plus data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect AI provides a pure cloud-to-cloud interface for ServiceDesk Plus, allowing you to easily access live ServiceDesk Plus data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to ServiceDesk Plus, leveraging server-side processing to quickly return ServiceDesk Plus data.

Configure ServiceDesk Plus Connectivity for Excel

Connectivity to ServiceDesk Plus from Excel is made possible through CData Connect AI. To work with ServiceDesk Plus data from Excel, we start by creating and configuring a ServiceDesk Plus connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "ServiceDesk Plus" from the Add Connection panel

3. Enter the necessary authentication properties to connect to ServiceDesk Plus.

   Using OAuth Authentication

   ServiceDeskPlus uses Zoho OAuth 2.0 for secure authentication. To set up OAuth access:

   1. Register your application in the Zoho Developer Console at https://api-console.zoho.com
   2. Configure your redirect URI to match your application setup
   3. Note your Client ID and Client Secret from the application settings

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • OAuthClientId: Set this to your Zoho application Client ID.
   • OAuthClientSecret: Set this to your Zoho application Client Secret.
   • Scope: Set this to the required ServiceDeskPlus permissions (default includes read access to requests, problems, assets, and projects).
   • Domain: Set this to your ServiceDeskPlus domain
   • Portal: Set this to your ServiceDeskPlus portal

   Example Connection String

   Profile=C:\profiles\ServiceDeskPlus.apip;ProfileSettings="Portal=itdesk;Domain=.in;Scope=SDPOnDemand.requests.READ SDPOnDemand.problems.READ SDPOnDemand.assets.READ SDPOnDemand.projects.READ";AuthScheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;
   

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add ServiceDesk Plus Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to ServiceDesk Plus data from Excel for the web.

Access Live ServiceDesk Plus Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live ServiceDesk Plus data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Spreadsheets Add-In and install the Add-in.
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click Login or Sign-up to authenticate with your CData Connect AI instance
6. In the CData Connect Spreadsheets panel in Excel, click Import
7. Choose a Connection (e.g. API1), Table (e.g. AnnouncementComments), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Live Access to ServiceDesk Plus Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live ServiceDesk Plus data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.