Excel Spreadsheet Automation on Customer.io Data with the QUERY Formula

The CData Excel Add-In for Customer.io provides formulas that can query Customer.io data. The following three steps show how you can automate the following task: Search Customer.io data for a user-specified value and then organize the results into an Excel spreadsheet.

The syntax of the CDATAQUERY formula is the following:

=CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

• Query: The declaration of the Customer.io data records you want to retrieve, written in standard SQL.

• Connection: Either the connection name, such as APIConnection1, or a connection string. The connection string consists of the required properties for connecting to Customer.io data, separated by semicolons.

  Using API Key Authentication

  To obtain your Customer.io App API Key, navigate to the Customer.io UI under Data & Integrations > Integrations > Customer.io API and generate your API key.

  After setting the following connection properties, you are ready to connect:

  • AuthScheme: Set this to APIKey.
  • APIKey: Set this to your Customer.io App API Key.

  Example Connection String

  Profile=C:\profiles\CustomerIO.apip;AuthScheme=APIKey;ProfileSettings="APIKey=your_api_key";
  

• ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search Customer.io data, such as .
2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.

=CDATAQUERY("SELECT * FROM Customers WHERE = '"&B5&"'","Profile="&B1&";AuthScheme="&B2&";ProfileSettings="&B3&";Provider=API",B6)

👁 Formula inputs used in this example. (Google Apps is shown.)

3. Change the filter to change the data. 👁 The outputs of the formula. (Google Apps is shown.)