Establishing a Connection

Configure a Connection Profile

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

Connecting to Mailchimp

Mailchimp supports the following authentication methods:

APIKey
OAuth

API Key

The easiest way to connect to Mailchimp is to use the API Key. The APIKey grants full access to your Mailchimp account. To obtain the APIKey:

Log into Mailchimp.
Navigate to Account > Extras > API Keys.
Note the value of the API Key.

Once you have the value of the API Key:

Set APIKey to the value of the API Key.
Set AuthScheme to APIKey.

OAuth

Desktop Applications

To authenticate with the credentials for a custom OAuth application, you must get and refresh the OAuth access token. After you do that, you are ready to connect.

Get and refresh the OAuth access token:

OAuthClientId = the client Id assigned when you registered your application.
OAuthClientSecret = the client secret that was assigned when you registered your application.
CallbackURL = the redirect URI that was defined when you registered your application.

When you connect, the add-in opens Mailchimp's OAuth endpoint in your default browser. Log in and grant permissions to the application.

When the access token expires, the add-in refreshes the access token automatically.

Connection Properties

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

Managing Connections

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

Excel Add-In for Mailchimp