Access Live PayPal 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 CData Connect Cloud, you gain immediate access to PayPal data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to PayPal in your Connect Cloud instance and access live PayPal data in Excel spreadsheets.

CData Connect Cloud provides a pure cloud-to-cloud interface for PayPal, allowing you to easily access live PayPal data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to PayPal, leveraging server-side processing to quickly return PayPal data.

Configure PayPal Connectivity for Excel

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

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

   The provider surfaces tables from two PayPal APIs. The APIs use different authentication methods.

   • The REST API uses the OAuth standard. To authenticate to the REST API, you will need to set the OAuthClientId, OAuthClientSecret, and CallbackURL properties.
   • The Classic API requires Signature API credentials. To authenticate to the Classic API, you will need to obtain an API username, password, and signature.

   See the "Getting Started" chapter of the help documentation for a guide to obtaining the necessary API credentials.

   To select the API you want to work with, you can set the Schema property to REST or SOAP. By default the SOAP schema will be used.

   For testing purposes you can set UseSandbox to true and use sandbox credentials.

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

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

Access Live PayPal Data in Excel

The steps below outline connecting to CData Connect Cloud from Excel to access live PayPal 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 CData Connect Cloud Add-In and install the Add-in.
4. Click Data and open the CData Connect Cloud Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
6. In the CData Connect Cloud panel in Excel, click Import
7. Choose a Connection (e.g. PayPal1), Table (e.g. Transactions), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Live Access to PayPal Data from Cloud Applications

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

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.