Access Live Confluence 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 Confluence data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Confluence in Connect Spreadsheets and access live Confluence 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 Confluence Connectivity for Excel

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

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

   Obtaining an API Token

   An API token is necessary for account authentication. To generate one, login to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

   Connect Using a Confluence Cloud Account

   To connect to a Cloud account, provide the following (Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.):

   • User: The user which will be used to authenticate with the Confluence server.
   • APIToken: The API Token associated with the currently authenticated user.
   • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.

   Connect Using a Confluence Server Instance

   To connect to a Server instance, provide the following:

   • User: The user which will be used to authenticate with the Confluence instance.
   • Password: The password which will be used to authenticate with the Confluence server.
   • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Confluence Connection page and update the User-based permissions.

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

Access Live Confluence Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Confluence 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. Confluence1), Table (e.g. Pages), 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.

Live Access to Confluence Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live Confluence 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.