Access Live Adobe Commerce Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to Adobe Commerce data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Adobe Commerce within your Connect AI instance and accessing live Adobe Commerce data in Excel for the web spreadsheets, whether for viewing or updating purposes.

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

Configure Adobe Commerce Connectivity for Excel

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

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Adobe Commerce" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Adobe Commerce.

   Adobe Commerce uses the OAuth 1 authentication standard. To connect to the Adobe Commerce REST API, obtain values for the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with your Adobe Commerce system. See the "Getting Started" section in the help documentation for a guide to obtaining the OAuth values and connecting.

   You will also need to provide the URL to your Adobe Commerce system. The URL depends on whether you are using the Adobe Commerce REST API as a customer or administrator.

   • Customer: To use Adobe Commerce as a customer, make sure you have created a customer account in the Adobe Commerce homepage. To do so, click Account -> Register. You can then set the URL connection property to the endpoint of your Adobe Commerce system.

   • Administrator: To access Adobe Commerce as an administrator, set CustomAdminPath instead. This value can be obtained in the Advanced settings in the Admin menu, which can be accessed by selecting System -> Configuration -> Advanced -> Admin -> Admin Base URL.

     If the Use Custom Admin Path setting on this page is set to YES, the value is inside the Custom Admin Path text box; otherwise, set the CustomAdminPath connection property to the default value, which is "admin".

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Adobe Commerce Connection page and update the User-based permissions. 👁 Updating permissions
   

With the connection configured, you are ready to connect to Adobe Commerce data from Excel for the web.

Access Live Adobe Commerce Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live Adobe Commerce data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Spreadsheets Add-In and install the Add-in. 👁 Install the Add-In
   
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click Login or Sign-up to authenticate with your CData Connect AI instance 👁 Authorizing the Add-In
   
6. In the CData Connect Spreadsheets panel in Excel, click Import 👁 CData Connect AI panel in Excel
   
7. Choose a Connection (e.g. Adobe Commerce1), Table (e.g. Products), and Columns to import 👁 CData Connect AI panel in Excel
   
8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
   
9. Click Execute to import the data 👁 Executing the Query
   

Update Adobe Commerce Data from Excel

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

1. Update any cell or cells with changes you want to push to Adobe Commerce (your changes will be in red)
2. In the CData 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 Adobe Commerce 👁 Updating data (Salesforce is shown).
   

A notification will appear when the update is complete

Live Access to Adobe Commerce Data from Cloud Applications

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

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.