How to update Oracle Eloqua from Excel

The CData Excel Add-In for Oracle Eloqua enables you to edit and save Oracle Eloqua data directly from Excel. This article explains how to transfer data from Excel to Oracle Eloqua. This technique is useful if you want to work on Oracle Eloqua data in Excel and update changes, or if you have a whole spreadsheet you want to import into Oracle Eloqua. In this example, you will use the Campaign table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Oracle Eloqua connection by clicking From Oracle Eloqua on the ribbon.

There are two authentication methods available for connecting to Oracle Eloqua: Login and OAuth. The Login method requires you to have the Company, User, and Password of the user.

If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication. OAuth is better suited for allowing other users to access their own data. Using login credentials is better suited for accessing your own data.

Retrieve Data from Oracle Eloqua

To insert data into Oracle Eloqua, you will first need to retrieve data from the Oracle Eloqua table you want to add to. This links the Excel spreadsheet to the Oracle Eloqua table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From Oracle Eloqua button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the Campaign table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Oracle Eloqua

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, . 👁 A local copy of a table. One row will be inserted. (QuickBooks is shown.)
   
2. After using a formula to reference the cells you want to add to Oracle Eloqua, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Campaign sheet. 👁 The range of changes to update. (QuickBooks is shown.)
   
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.