Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From Basecamp connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Basecamp Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Basecamp

In addition to authenticating, set the following connection properties to access Basecamp tables.

Schema: Set this to "V2" or "V3" to connect to a Basecamp 2 or Basecamp 3 account.
ProjectId: This is a required parameter for most table operations. You can query the Projects table to obtain this value.
If you do not specify the ProjectId connection property, the add-in will use the first project Id returned from the Projects table in your first authentication to Basecamp.
AccountId: You can find the AccountId in the URL after you log in to Basecamp in a web browser:
```
http://basecamp.com/<AccountId>
```

Authenticating to Basecamp

Basecamp 2 uses basic or OAuth 2.0 authentication. You can use basic authentication to connect to your own account, or you can use OAuth to enable other users to log into their own accounts.

Basecamp 3 requires OAuth 2.0.

Basic

In basic authentication, you use your login credentials to connect. Set the following properties:

User: This is the username you use to log in to Basecamp.
Password: This is the password you use to log in to Basecamp.
AuthScheme: Set this to Basic.

OAuth

AuthScheme must be set to OAuth in all user account flows.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom application. See Creating a Custom OAuth App for information on creating custom applications and reasons for doing so.

For authentication, the only difference between the two methods is that you must set two additional connection properties when using custom OAuth applications.

After setting the following connection properties, you are ready to connect:

OAuthClientId: (custom applications only) Set to the Client ID in your application settings.
OAuthClientSecret: (custom applications only) Set to the Client Secret in your application settings.

When you connect, the add-in opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The add-in then completes the OAuth process as follows:

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Basecamp you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

Excel Add-In for Basecamp