Access Live Act CRM Data in Excel (Desktop)

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. 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.

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
5. Navigate to the Permissions tab in the Add Act CRM Connection page and update the User-based permissions.

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

Access Live Act CRM Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Act CRM data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for Connect Spreadsheets and install the Add-in.
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click "Log in" to 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 and opt to overwrite the existing sheet or create a new one.

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 (your changes will be in red)
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 Spreadsheet Apps

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 Microsoft Excel.