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Access Live Smaregi Data in Excel (Desktop) via Connect Cloud
Use CData Connect Cloud to gain access to live Smaregi data from your Excel spreadsheets.
Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect Cloud, you gain immediate access to Smaregi data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Smaregi in your Connect Cloud instance and access live Smaregi data in Excel spreadsheets.
CData Connect Cloud provides a pure cloud-to-cloud interface for Smaregi, allowing you to easily access live Smaregi data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Smaregi, leveraging server-side processing to quickly return Smaregi data.
This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-In for Excel. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud Excel Add-In.
Configure Smaregi Connectivity for Excel
Connectivity to Smaregi from Excel is made possible through CData Connect Cloud. To work with Smaregi data from Excel, we start by creating and configuring a Smaregi connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Smaregi" from the Add Connection panel
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Enter the necessary authentication properties to connect to Smaregi.
In order to authenticate, specify the following:
- ContractId: Enter the Contract ID of your account. You can also find it in the Reception setting section.
- AccessToken: Enter the access token in the Reception setting section.
Both values can be found after logging into Smaregi and navigating to Configurations -> System linkage -> Smart API setting.
- Click Create & Test
- Navigate to the Permissions tab in the Add Smaregi Connection page and update the User-based permissions.
With the connection configured, you are ready to connect to Smaregi data from Excel.
Access Live Smaregi Data in Excel
The steps below outline connecting to CData Connect Cloud from Excel to access live Smaregi 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 CData Connect Cloud Add-In and install the Add-in.
- Click Data and open the CData Connect Cloud Add-In.
- In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
- In the CData Connect Cloud panel in Excel, click Import
- Choose a Connection (e.g. Smaregi1), Table (e.g. Products), and Columns to import
- Optionally add Filters, Sorting, and a Limit
- Click Execute to import the data
Live Access to Smaregi Data from Cloud Applications
New, you have a direct, cloud-to-cloud connection to live Smaregi data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.
Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.
