Access Live Act CRM Data in Excel for the Web (Excel 365/Online)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, you gain immediate access to Act CRM data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Act CRM in Connect Spreadsheets and access and update live Act CRM data in Excel spreadsheets online.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Act CRM Connectivity for Excel

Connectivity to Act CRM from Excel is made possible through Connect Spreadsheets . To work with Act CRM data from Excel, we start by creating and configuring a Act CRM connection.

1. Log into Connect Spreadsheets, click Connections and click Add Connection
2. Select "Act CRM" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Act CRM.

   The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

   • Connecting to Act! Premium

     In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

     Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

   • Connecting to Act! Premium Cloud

     To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

   Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.

4. Click Create & Test

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

Access Live Act CRM Data in Excel for the web

The steps below outline connecting to Connect Spreadsheets from Excel to access live Act CRM 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 Connect Spreadsheets and click "Get it now" to install the Add-in.
4. Back in Excel, open the Data ribbon select and click the Connect Spreadsheets "Get Data" button.
5. In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
6. In the Connect Spreadsheets panel in Excel, click Import
7. Choose a Connection (e.g. ActCRM1), Table (e.g. Activities), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Act CRM Data from Excel

In addition to viewing Act CRM data in Excel, Connect Spreadsheets also lets you update and delete Act CRM data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Act CRM
2. In the Connect Spreadsheets Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Act CRM

A notification will appear when the update is complete

Live Access to Act CRM Data from Spreadsheets

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

Try Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.