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⇱ Access Live Raisers Edge NXT Data in Excel (Desktop) via Connect AI

Access Live Raisers Edge NXT Data in Excel (Desktop) via Connect AI

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to gain access to live Raisers Edge NXT data from your Excel spreadsheets.

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect AI, you gain immediate access to Raisers Edge NXT data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Raisers Edge NXT in your Connect AI instance and access live Raisers Edge NXT data in Excel spreadsheets.

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.

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 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
    2. 👁 Adding a Connection
  2. Select "Raisers Edge NXT" from the Add Connection panel
    3. 👁 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.

Access Live Raisers Edge NXT Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live Raisers Edge NXT data.

  1. Open Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect AI Add-In and install the Add-in. 👁 Install the Add-In
  4. Click Data and open the CData Connect AI Add-In.
  5. In the Add-In panel, click Authorize to authenticate with your CData Connect AI instance 👁 Authorizing the Add-In
  6. In the CData Connect AI 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

Now, 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.

👁 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.