How to update Microsoft Teams from Excel

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

You can connect to MS Teams using the embedded OAuth connectivity. When you connect, the MS Teams OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

Retrieve Data from Microsoft Teams

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

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

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 Teams, 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 Teams 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.