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⇱ Access Live Raisers Edge NXT Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets

Access Live Raisers Edge NXT Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets

👁 Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Connect to Raisers Edge NXT data from Excel 365 Online (Excel for the web) with Connect Spreadsheets.

Looking for Connect AI instructions?

Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, 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 Connect Spreadsheets and access live Raisers Edge NXT data in Excel spreadsheets online.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

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


Configure Raisers Edge NXT Connectivity for Excel

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

  1. Log into Connect Spreadsheets, click Sources and 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).

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 Connect Spreadsheets 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 Connect Spreadsheets and click "Get it now" to install the Add-in. 👁 Install the Add-In
  4. Back in Excel, open the Data ribbon select and click the CData Connect Spreadsheets "Get Data" button. 👁 Open Add in panel
  5. In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account 👁 Authorizing the Add-In
  6. In the Connect Spreadsheets panel in Excel, click Import 👁 Connect Spreadsheets panel in Excel
  7. Choose a Connection (e.g. RaiserEdgeNXT1), Table (e.g. Constituents), and Columns to import 👁 Connect Spreadsheets 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 Spreadsheets

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.

👁 Imported data (Salesforce is shown)

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.