Integrate Excel Online with External Services using SnapLogic

SnapLogic is an integration platform-as-a-service (iPaaS) that allows users to create data integration flows with no code. When paired with the CData JDBC Drivers, users get access to live data from more than 250+ SaaS, Big Data and NoSQL sources, including Excel Online, in their SnapLogic workflows.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Excel Online data. When platforms issue complex SQL queries to Excel Online, the driver pushes supported SQL operations, like filters and aggregations, directly to Excel Online and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying lets you work with Excel Online data using native data types.

Connect to Excel Online in SnapLogic

To connect to Excel Online data in SnapLogic, download and install the CData Excel Online JDBC Driver. Follow the installation dialog. When the installation is complete, the JAR file can be found in the installation directory (C:/Program Files/CData/CData JDBC Driver for Excel Online/lib by default).

Upload the Excel Online JDBC Driver

After installation, upload the JDBC JAR file to a location in SnapLogic (for example, projects/Jerod Johnson) from the Manager tab.

👁 Uploaded JDBC Driver (Salesforce & QuickBooks Online are shown)

Configure the Connection

Once the JDBC Driver is uploaded, we can create the connection to Excel Online.

1. Navigate to the Designer tab
2. Expand "JDBC" from Snaps and drag a "Generic JDBC - Select" snap onto the designer 👁 Adding a Generic JDBC snap onto the designer
   
3. Click Add Account (or select an existing one) and click "Continue"
4. In the next form, configure the JDBC connection properties:
   • Under JDBC JARs, add the JAR file we previously uploaded
   • Set JDBC Driver Class to cdata.jdbc.excelonline.ExcelOnlineDriver

   • Set JDBC URL to a JDBC connection string for the Excel Online JDBC Driver, for example:

     jdbc:excelonline:InitiateOAuth=GETANDREFRESH;RTK=XXXXXX;

     NOTE: RTK is a trial or full key. Contact our Support team for more information. 👁 Configuring a connection (Salesforce is shown)
     

     Built-In Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Excel Online JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.excelonline.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     You can connect to a workbook by providing authentication to Excel Online and then setting the following properties:

     • : Set this to the name or Id of the workbook.

       If you want to view a list of information about the available workbooks, execute a query to the Workbooks view after you authenticate.

     • : Set this to true if you are connecting to a workbook in a sandbox account. Otherwise, leave this blank to connect to a production account.

     You use the OAuth authentication standard to authenticate to Excel Online. See the Getting Started section in the help documentation for a guide. Getting Started also guides you through executing SQL to worksheets and ranges.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     
5. After entering the connection properties, click "Validate" and "Apply"

Read Excel Online Data

In the form that opens after validating and applying the connection, configure your query.

• Set Schema name to "ExcelOnline"
• Set Table name to a table for Excel Online using the schema name, for example: "ExcelOnline"."Test_xlsx_Sheet1" (use the drop-down to see the full list of available tables)
• Add Output fields for each item you wish to work with from the table

👁 Configuring a Select snap (Salesforce is shown)

Save the Generic JDBC - Select snap.

With connection and query configured, click the end of the snap to preview the data (highlighted below).

👁 Click the end of the snap to preview the data.

Once you confirm the results are what you expect, you can add additional snaps to funnel your Excel Online data to another endpoint.

👁 Previewing data (Salesforce is shown).

Piping Excel Online Data to External Services

For this article, we will load data in a Google Spreadsheet. You can use any of the supported snaps, or even use a Generic JDBC snap with another CData JDBC Driver, to move data into an external service.

1. Start by dropping a "Worksheet Writer" snap onto the end of the "Generic JDBC - Select" snap.
2. Add an account to connect to Google Sheets 👁 Connecting to Google
   
3. Configure the Worksheet Writer snap to write your Excel Online data to a Google Spreadsheet 👁 Writing to a Google Spreadsheet
   

You can now execute the fully configured pipeline to extract data from Excel Online and push it into a Google Spreadsheet.

👁 Data written to Google Spreadsheets (Salesforce is shown)

Piping External Data to Excel Online

As mentioned above, you can also use the JDBC Driver for Excel Online in SnapLogic to write data to Excel Online. Start by adding a Generic JDBC - Insert or Generic JDBC - Update snap to the dashboard.

1. Select the existing "Account" (connection) or create a new one
2. Configure the query:
   • Set Schema name to "ExcelOnline"
   • Set Table name to a table for Excel Online using the schema name, for example: "ExcelOnline"."Test_xlsx_Sheet1" (use the drop-down to see the full list of available tables)
   👁 Configuring a INSERT snap (Salesforce is shown)
   
3. Save the Generic JDBC - Insert/Update snap

At this point, you have configured a snap to write data to Excel Online, inserting new records or updating existing ones.

More Information & Free Trial

Using the CData JDBC Driver for Excel Online you can create a pipeline in SnapLogic for integrating Excel Online data with external services. For more information about connecting to Excel Online, check at our CData JDBC Driver for Excel Online page. Download a free, 30 day trial of the CData JDBC Driver for Excel Online and get started today.