• Step 1: Download the Add-in
• Step 2: Connect Your First Source
  • Example: Salesforce (OAuth)
• Step 3: Explore and Query Your Data
• Troubleshooting
• Get Support
• What’s New

Download the add-in, connect a data source, and query your data in Excel or Google Sheets—in minutes.

Step 1: Download the Add-in

1. Go to Google Workspace Marketplace to download the Google Sheets add-on or Microsoft AppSource to download the Excel add-in.

2. Install the add-in. For Excel, you have the choice of using Excel desktop or Excel Online.

Step 2: Connect Your First Source

Example: Salesforce (OAuth)

1. In the Connect Spreadsheets add-in, click Connections and then click Add Connection > Salesforce.
2. Select OAuth authentication (recommended).
3. Provide:
   • Client ID and Client Secret from Salesforce (Setup > App Manager > Your Connected App).
   • Callback URL shown in CData Connect Spreadsheets.
4. Click Authorize and sign in with Salesforce.
5. Test connection, and then Save.
6. Return to the add-in and click Import. Select the connection you just created.

Done! You can now query Account, Opportunity, Contact, and other objects in real time.

Step 3: Explore and Query Your Data

1. After you click Import and select the connection, you can create and run a custom SQL query:

   SELECT Name, StageName, Amount
   FROM Opportunity
   WHERE CloseDate >= CURRENT_DATE - 90
   ORDER BY Amount DESC;
   

   You can also use the Query Builder to create queries.

2. Click Execute to execute the query and see the results in the current sheet or a new sheet.

See our Google Sheets or Excel documentation for more information on using the CData Connect Spreadsheets add-ins.

Troubleshooting

Connection failed? Verify credentials, network/VPN, and source API status.

• Missing tables? Click Refresh to refresh data in your workbook.
• Slow queries? Filter early and limit columns.
• Auth errors? Re-authorize OAuth and confirm scopes.

Get Support

For assistance with using Connect AIEmbedded CloudCData Connect Spreadsheets, there are two main resources available:

• The Status page, which shows the current status and incident history for the application services.
• CData Technical Support, which you can also access by clicking the Support link at the bottom of the dashboard.

What’s New

See our Release Notes for new connectors, enhancements, and fixes.