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

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to Zoom data from Excel 365 Online (Excel for the web) with CData Connect AI.

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to Zoom 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 Zoom within your Connect AI instance and accessing live Zoom data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect AI provides a pure cloud-to-cloud interface for Zoom, allowing you to easily access live Zoom 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 Zoom, leveraging server-side processing to quickly return Zoom data.

This setup requires a CData Connect AI instance and the CData Connect AI Add-In for Excel. To get started, sign up a free trial of Connect AI and install the free Connect AI Excel Add-In.


Configure Zoom Connectivity for Excel

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "Zoom" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to Zoom.

    To connect to Zoom, register a General App in the Zoom App Marketplace (Develop > Build App > General App). Set the OAuth Redirect URL to https://oauth.cdata.com/oauth/ and add it to the OAuth Allow List. Add the required scopes on the Scopes page. Note the Client Id and Client Secret from Basic Information > App Credentials. Then set the following:

    • OAuth Client Id: The Client Id from your Zoom application.
    • OAuth Client Secret: The Client Secret from your Zoom application.

    Click Sign In to complete OAuth authentication.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Zoom Connection page and update the User-based permissions. Updating permissions

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

Access Live Zoom Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live Zoom 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. 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 Authorizing the Add-In
  6. In the CData Connect Spreadsheets panel in Excel, click Import CData Connect AI panel in Excel
  7. Choose a Connection (e.g. API1), Table (e.g. MeetingRegistrants), and Columns to import CData Connect AI panel in Excel
  8. Optionally add Filters, Sorting, and a Limit Choosing a Connection, Table, and Columns
  9. Click Execute to import the data Executing the Query

Live Access to Zoom Data from Cloud Applications

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

Imported data (Salesforce is shown)

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

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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