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

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

Configure Vault CRM Connectivity for Excel

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

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

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

3. Enter the necessary authentication properties to connect to Vault CRM.

   You are ready to connect after specifying the following connection properties:

   • Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
   • User: The username you use to login to your account.
   • Password: The password you use to login to your account.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Vault CRM Connection page and update the User-based permissions. 👁 Updating permissions
   

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

Access Live Vault CRM Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live Vault CRM 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. VaultCRM1), Table (e.g. NorthwindProducts), 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
   

Update Vault CRM Data from Excel

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

1. Update any cell or cells with changes you want to push to Vault CRM (your changes will be in red)
2. In the CData 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")
4. Click Execute to push the updates to Vault CRM 👁 Updating data (Salesforce is shown).
   

A notification will appear when the update is complete

Live Access to Vault CRM Data from Cloud Applications

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