Excel Spreadsheet Automation with the QUERY Formula

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Excel Add-In for Twilio

The Twilio Excel Add-In is a powerful tool that allows you to connect with live Twilio data, directly from Microsoft Excel.

Use Excel to read, write, and update Twilio Accounts, Applications, Messages, Recordings, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

Pull data, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for Twilio provides formulas that can edit, save, and delete Twilio data. The following three steps show how you can automate the following task: Search Twilio 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 Twilio data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as TwilioConnection1, or a connection string. The connection string consists of the required properties for connecting to Twilio data, separated by semicolons.

    Use the AccountSid and AuthToken connection properties to access data from your account. You obtain your live credentials on your Twilio account dashboard. Click Account -> Account Settings to obtain your test credentials.

  • 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 Twilio data, such as StartTime.
  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.
  3. =CDATAQUERY("SELECT * FROM Calls WHERE StartTime = '"&B3&"'","AccountSid="&B1&";AuthToken="&B2&";Provider=Twilio",B4)
  4. Change the filter to change the data.