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

CData Connect Cloud provides a pure cloud-to-cloud interface for Twilio, allowing you to easily access live Twilio 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 Twilio, leveraging server-side processing to quickly return Twilio data.

Configure Twilio Connectivity for Excel

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

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

   Use the AccountSid and AuthToken connection properties to access data from your account. You obtain your live credentials on your Twilio account dashboard. Click Account -> Account Settings to obtain your test credentials.

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

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

Access Live Twilio Data in Excel

The steps below outline connecting to CData Connect Cloud from Excel to access live Twilio 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. Twilio1), Table (e.g. Calls), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Twilio Data from Excel

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

1. Update any cell or cells with changes you want to push to Twilio (your changes will be in red)
2. In the CData Connect Cloud 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 Twilio

A notification will appear when the update is complete

Live Access to Twilio Data from Cloud Applications

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