How to update Salesloft from Excel

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

SalesLoft authenticates using the OAuth authentication standard or an API Key. OAuth requires the authenticating user to interact with SalesLoft using the browser.

Using OAuth

For OAuth authentication, create an OAuth app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section in the Help documentation for an authentication guide.

Using APIKey

Alternatively, you can authenticate with an APIKey. Provision an API key from the SalesLoft user interface: https://accounts.salesloft.com/oauth/applications/. You will receive a Key which will be used when issuing requests.

Retrieve Data from Salesloft

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

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

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 Salesloft, 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 Accounts 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.

👁 The changes applied. (QuickBooks is shown.)