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URL: https://www.cdata.com/kb/tech/woocommerce-cloud-excel-365.rst

⇱ Access Live WooCommerce Data in Excel 365 Online (Excel for the web)


Access Live WooCommerce Data in Excel 365 Online (Excel for the web)

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to WooCommerce data from Excel 365 Online (Excel for the web) with CData Connect AI.

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to WooCommerce 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 WooCommerce within your Connect AI instance and accessing live WooCommerce data in Excel for the web spreadsheets, whether for viewing or updating purposes.

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

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


Configure WooCommerce Connectivity for Excel

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

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

    WooCommerce supports the following authentication methods: one-legged OAuth1.0 Authentication and standard OAuth2.0 Authentication.

    Connecting using one-legged OAuth 1.0 Authentication

    Specify the following properties (NOTE: the below credentials are generated from WooCommerce settings page and should not be confused with the credentials generated by using WordPress OAuth2.0 plugin):

    • ConsumerKey
    • ConsumerSecret

    Connecting using WordPress OAuth 2.0 Authentication

    After having configured the

    • OAuthClientId
    • OAuthClientSecret
    • CallbackURL
    • InitiateOAuth - Set this to either GETANDREFRESH or REFRESH

    In either case, set the Url property to the URL of the WooCommerce instance.

    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add WooCommerce Connection page and update the User-based permissions. πŸ‘ Updating permissions

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

Access Live WooCommerce Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live WooCommerce 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. πŸ‘ 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 πŸ‘ Authorizing the Add-In
  6. In the CData Connect Spreadsheets panel in Excel, click Import πŸ‘ CData Connect AI panel in Excel
  7. Choose a Connection (e.g. WooCommerce1), Table (e.g. Orders), and Columns to import πŸ‘ CData Connect AI 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 WooCommerce Data from Excel

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

  1. Update any cell or cells with changes you want to push to WooCommerce (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 WooCommerce πŸ‘ Updating data (Salesforce is shown).

A notification will appear when the update is complete

Live Access to WooCommerce Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live WooCommerce 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)

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.