Integrate with live Excel Online Data in Jitterbit

Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect Cloud, Jitterbit gets access to live Excel Online data. This article demonstrates how to connect to Excel Online using Connect Cloud and integrate with live Excel Online data in Jitterbit.

CData Connect Cloud provides a pure OData interface for Excel Online, allowing you to query data from Excel Online without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Excel Online, leveraging server-side processing to return the requested Excel Online data quickly.

Configure Excel Online Connectivity for Jitterbit

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

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

   You can connect to a workbook by providing authentication to Excel Online and then setting the following properties:

   • Workbook: Set this to the name or Id of the workbook.

     If you want to view a list of information about the available workbooks, execute a query to the Workbooks view after you authenticate.

   • UseSandbox: Set this to true if you are connecting to a workbook in a sandbox account. Otherwise, leave this blank to connect to a production account.

   You use the OAuth authentication standard to authenticate to Excel Online. See the Getting Started section in the help documentation for a guide. Getting Started also guides you through executing SQL to worksheets and ranges.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Excel Online Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Excel Online Endpoints for Jitterbit

After connecting to Excel Online, create a workspace and virtual dataset for your desired table(s).

1. Navigate to the Virtual Datasets page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the Excel Online connection (e.g. ExcelOnline1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

Connect to Excel Online from Jitterbit using Connect Cloud

To establish a connection from Jitterbit to CData Connect Cloud using the OData protocol, follow these steps.

1. Log into Jitterbit.
2. Create a project in Cloud Studio and provide a workspace environment for it.
3. Click Connections and enter OData in the search bar.
4. Select the OData connector.
5. Enter the OData connection properties.
• Connection Name: enter a connection name.
• OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
• Authentication: select Basic Auth.
• User Name: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
• Password: enter the PAT you generated on the Settings page.
6. Click Test to test the connection, and then click Save Changes.
7. Choose the operation you want to perform and drag it to the workflow in your project.
8. Double-click the query operation to see all the tables and derived views available in your OData endpoint.
9. Select a table and configure the query.

You can now transform and integrate live Excel Online data in Jitterbit.

Get CData Connect Cloud

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from Jitterbit, try CData Connect Cloud today!