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

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

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

   Using Basic Authentication

   You must set the following to authenticate to Oracle Service Cloud:

   • Url: The Url of the account to connect to.
   • User: The username of the authenticating account.
   • Password: The password of the authenticating account.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Oracle Service Cloud Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Oracle Service Cloud data from Excel.

Access Live Oracle Service Cloud Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Oracle Service Cloud 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. OracleServiceCloud1), Table (e.g. Accounts), 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 Oracle Service Cloud Data from Excel

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

1. Update any cell or cells with changes you want to push to Oracle Service Cloud (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 Oracle Service Cloud

A notification will appear when the update is complete

Live Access to Oracle Service Cloud Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live Oracle Service Cloud 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.