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URL: https://www.cdata.com/kb/tech/twilio-spreadsheets-excel-365.rst

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


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

πŸ‘ Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Connect to Twilio 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 Twilio data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Twilio in Connect Spreadsheets and access and update live Twilio 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 Twilio Connectivity for Excel

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

  1. Log into Connect Spreadsheets, click Sources and click Add Connection πŸ‘ Adding a Connection
  2. Select "Twilio" from the Add Connection panel πŸ‘ Selecting a data source
  3. Enter the necessary authentication properties to connect to Twilio.

    Use the AccountSid and AuthToken connection properties to access data from your account. You obtain your live credentials on your Twilio account dashboard. Click Account -> Account Settings to obtain your test credentials.

    πŸ‘ Configuring a connection (Salesforce is shown)
  4. Click Create & Test

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

Access Live Twilio Data in Excel for the web

The steps below outline connecting to Connect Spreadsheets from Excel to access live Twilio 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. πŸ‘ Install the Add-In
  4. Back in Excel, open the Data ribbon select and click the CData Connect Spreadsheets "Get Data" button. πŸ‘ Open Add in panel
  5. In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account πŸ‘ Authorizing the Add-In
  6. In the Connect Spreadsheets panel in Excel, click Import πŸ‘ Connect Spreadsheets panel in Excel
  7. Choose a Connection (e.g. Twilio1), Table (e.g. Calls), and Columns to import πŸ‘ Connect Spreadsheets panel in Excel
  8. Optionally add Filters, Sorting, and a Limit πŸ‘ Choosing a Connection, Table, and Columns
  9. Click Execute to import the data πŸ‘ Executing the Query

Update Twilio Data from Excel

In addition to viewing Twilio data in Excel, Connect Spreadsheets also lets you update and delete Twilio data. Begin by importing data (as described above).

  1. Update any cell or cells with changes you want to push to Twilio
  2. In the Connect Spreadsheets Add-In panel, select Update
  3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected") πŸ‘ Executing the update (Salesforce is shown).
  4. Click Execute to push the updates to Twilio

A notification will appear when the update is complete.

πŸ‘ Executing the update (Salesforce is shown).

Live Access to Twilio Data from Spreadsheets

New, you have a direct, cloud-to-cloud connection to live Twilio data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

πŸ‘ Imported data (Salesforce is shown)

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