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

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

Getting Started

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Configure ServiceNow Connectivity for Excel

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

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

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

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

   ServiceNow uses the OAuth 2.0 authentication standard. To authenticate using OAuth, register an OAuth app with ServiceNow to obtain the OAuthClientId and OAuthClientSecret connection properties. In addition to the OAuth values, specify the Instance, Username, and Password connection properties.

   See the "Getting Started" chapter in the help documentation for a guide on connecting to ServiceNow.

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

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

Access Live ServiceNow Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live ServiceNow 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. ServiceNow1), Table (e.g. incident), 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 ServiceNow Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live ServiceNow 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.