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Transfer Data from Excel to Streak

This article explains how to transfer data from Excel to Streak using the Excel Add-In for Streak.

The CData Excel Add-In for Streak enables you to edit and save Streak data directly from Excel. This article explains how to transfer data from Excel to Streak. This technique is useful if you want to work on Streak data in Excel and update changes, or if you have a whole spreadsheet you want to import into Streak. In this example, you will use the Users table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Streak connection by clicking From Streak on the ribbon.

Use the following steps to generate a new API key for authenticating to Streak.

  1. Navigate to Gmail
  2. Click on the Streak dropdown to the right of the search bar
  3. Select the Integrations button. This will open a window where you can view existing integrations and create new API keys.
  4. Under the Streak API section of integrations, click the button to Create New Key.

Retrieve Data from Streak

To insert data into Streak, you will first need to retrieve data from the Streak table you want to add to. This links the Excel spreadsheet to the Streak table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Streak button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Users table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Streak

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyUsersSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Streak, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Users sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.