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URL: https://www.cdata.com/kb/tech/linkedin-cloud-excel-365.rst

⇱ Access Live LinkedIn Data in Excel 365 Online (Excel for the web)


Access Live LinkedIn Data in Excel 365 Online (Excel for the web)

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to LinkedIn data from Excel 365 Online (Excel for the web) with CData Connect AI.

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to LinkedIn data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to LinkedIn within your Connect AI instance and accessing live LinkedIn data in Excel for the web spreadsheets, whether for viewing or updating purposes.

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

This setup requires a CData Connect AI instance and the CData Connect AI Add-In for Excel. To get started, sign up a free trial of Connect AI and install the free Connect AI Excel Add-In.


Configure LinkedIn Connectivity for Excel

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "LinkedIn" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to LinkedIn. LinkedIn uses the OAuth 2 authentication standard. Obtain the OAuthClientId and OAuthClientSecret by registering an app with LinkedIn. For more information refer to our authentication guide. πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add LinkedIn Connection page and update the User-based permissions. πŸ‘ Updating permissions

With the connection configured, you are ready to connect to LinkedIn data from Excel for the web.

Access Live LinkedIn Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live LinkedIn data.

  1. Log into Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect Spreadsheets Add-In and install the Add-in. πŸ‘ Install the Add-In
  4. Click Data and open the CData Connect Spreadsheets Add-In.
  5. In the Add-In panel, click Login or Sign-up to authenticate with your CData Connect AI instance πŸ‘ Authorizing the Add-In
  6. In the CData Connect Spreadsheets panel in Excel, click Import πŸ‘ CData Connect AI panel in Excel
  7. Choose a Connection (e.g. LinkedIn1), Table (e.g. CompanyStatusUpdates), and Columns to import πŸ‘ CData Connect AI panel in Excel
  8. Optionally add Filters, Sorting, and a Limit πŸ‘ Choosing a Connection, Table, and Columns
  9. Click Execute to import the data πŸ‘ Executing the Query

Update LinkedIn Data from Excel

In addition to viewing LinkedIn data in Excel, CData Connect AI also lets you update and delete LinkedIn data. Begin by importing data (as described above).

  1. Update any cell or cells with changes you want to push to LinkedIn (your changes will be in red)
  2. In the CData Connect Spreadsheets Add-In panel, select Update
  3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
  4. Click Execute to push the updates to LinkedIn πŸ‘ Updating data (Salesforce is shown).

A notification will appear when the update is complete

Live Access to LinkedIn Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live LinkedIn data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

πŸ‘ Imported data (Salesforce is shown)

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.