Configure a Connection Profile

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

Connecting to Salesloft

Salesloft uses the OAuth and APIKey authentication standard. OAuth requires the authenticating user to interact with Salesloft using the browser. The provider facilitates this in various ways as described below.

Authenticate a Salesloft Account

OAuth

For OAuth authentication, it's necessary to create an OAuth app. See Creating a Custom OAuth App for a process.

API Key

Alternatively, authenticate with an APIKey. Provision an API key from the Salesloft user interface: https://accounts.salesloft.com/oauth/applications/.

You will receive a Key which will be used when issuing requests.

Connection Properties

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

Managing Connections

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

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Salesloft data, such as using the available CData Excel Functions.