How to update Microsoft Exchange from Excel

The CData Excel Add-In for Microsoft Exchange enables you to edit and save Microsoft Exchange data directly from Excel. This article explains how to transfer data from Excel to Microsoft Exchange. This technique is useful if you want to work on Microsoft Exchange data in Excel and update changes, or if you have a whole spreadsheet you want to import into Microsoft Exchange. In this example, you will use the Contacts 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 Microsoft Exchange connection by clicking From Microsoft Exchange on the ribbon.

Specify the User and Password to connect to Exchange. Additionally, specify the address of the Exchange server you are connecting to and the Platform associated with the server.

Retrieve Data from Microsoft Exchange

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

1. Click the From Microsoft Exchange button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the Contacts 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 Microsoft Exchange

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 Microsoft Exchange, 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 Contacts 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.