Access Live Raisers Edge NXT 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 Raisers Edge NXT 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 Raisers Edge NXT within your Connect AI instance and accessing live Raisers Edge NXT data in Excel for the web spreadsheets, whether for viewing or updating purposes.

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

Configure Raisers Edge NXT Connectivity for Excel

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

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

2. Select "Raisers Edge NXT" from the Add Connection panel
👁 Selecting a data source

3. Raisers Edge NXT uses OAuth to authenticate. Click "Sign in" to authenticate with Raisers Edge NXT. 👁 Authenticating with OAuth (Salesforce is shown).
   
4. Navigate to the Permissions tab in the Add Raisers Edge NXT Connection page and update the User-based permissions. 👁 Updating permissions
   

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

Access Live Raisers Edge NXT Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live Raisers Edge NXT 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. RaiserEdgeNXT1), Table (e.g. Constituents), 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 Raisers Edge NXT Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Raisers Edge NXT 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.