Access Live Confluence Data in Excel (Desktop) via Connect AI

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

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

Configure Confluence Connectivity for Excel

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

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

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

3. Enter the necessary authentication properties to connect to Confluence.

   Obtaining an API Token

   An API token is necessary for account authentication. To generate one, login to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

   Connect Using a Confluence Cloud Account

   To connect to a Cloud account, provide the following (Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.):

   • User: The user which will be used to authenticate with the Confluence server.
   • APIToken: The API Token associated with the currently authenticated user.
   • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.

   Connect Using a Confluence Server Instance

   To connect to a Server instance, provide the following:

   • User: The user which will be used to authenticate with the Confluence instance.
   • Password: The password which will be used to authenticate with the Confluence server.
   • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Confluence Connection page and update the User-based permissions. 👁 Updating permissions
   

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

Access Live Confluence Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live Confluence 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 AI Add-In and install the Add-in. 👁 Install the Add-In
   
4. Click Data and open the CData Connect AI Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect AI instance 👁 Authorizing the Add-In
   
6. In the CData Connect AI panel in Excel, click Import 👁 CData Connect AI panel in Excel
   
7. Choose a Connection (e.g. Confluence1), Table (e.g. Pages), 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
   

Live Access to Confluence Data from Cloud Applications

Now, you have a direct, cloud-to-cloud connection to live Confluence 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.