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

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to PayPal 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 PayPal within your Connect AI instance and accessing live PayPal data in Excel for the web spreadsheets, whether for viewing or updating purposes.

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

Configure PayPal Connectivity for Excel

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

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "PayPal" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to PayPal.

   The provider surfaces tables from two PayPal APIs. The APIs use different authentication methods.

   • The REST API uses the OAuth standard. To authenticate to the REST API, set the OAuthClientId, OAuthClientSecret, and CallbackURL properties.
   • The Classic API requires Signature API credentials. To authenticate to the Classic API, obtain an API username, password, and signature.

   See the "Getting Started" chapter of the help documentation for a guide to obtaining the necessary API credentials.

   To select the API you want to work with, you can set the Schema property to REST or SOAP. By default the SOAP schema will be used.

   For testing purposes you can set UseSandbox to true and use sandbox credentials.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add PayPal Connection page and update the User-based permissions. 👁 Updating permissions
   

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

Access Live PayPal Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live PayPal 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. 👁 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 👁 Authorizing the Add-In
   
6. In the CData Connect Spreadsheets panel in Excel, click Import 👁 CData Connect AI panel in Excel
   
7. Choose a Connection (e.g. PayPal1), Table (e.g. Transactions), and Columns to import 👁 CData Connect AI panel in Excel
   
8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
   
9. Click Execute to import the data 👁 Executing the Query
   

Live Access to PayPal Data from Cloud Applications

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

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