Excel Add-In for Mailchimp

Build 25.0.9539

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 Marketing API

Mailchimp Marketing API supports the following authentication methods:

  • APIKey
  • OAuth

API Key

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

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

Once you have the value of the API Key:

  1. Set APIKey to the value of the API Key.
  2. 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.

Connecting to Mailchimp Transactional API

Mailchimp Transactional API supports TrasactionalAPIToken to authenticate. To obtain the TrasactionalAPIKey you must have Transactional Email enabled on your account, after that follow the following steps:

  1. Log into Mailchimp.
  2. Navigate to Transactional Email > Settings > API Keys.
  3. Click Add API Key and Save the Key.
  4. Note the value of the Trasactional API Key.

Once you have the value of the Transactional API Key:

  1. Set TransactionalAPIKey to the value of the Transactional API Key.
  2. Set Schema to Transactional.

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.

See Also

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Build 25.0.9539