Configure a Connection Profile

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

Connecting to CData Connect Cloud

Follow these steps to connect to CData Connect Cloud:

1. AuthScheme: Select OAuth.
2. Click Test Connection or Sign In to open the OAuth sign in page.
3. Enter your CData Connect Cloud credentials and sign in.

Connecting to CData Connect Server

Enter following connection properties to connect to CData Connect Server:

• AuthScheme: Select Basic.
• URL: The REST URL found on the Endpoints page of the Admin Console.
• User: A user that you configured in the Connect Server dashboard.
• Password: The AuthToken for the chosen user.

Connection Properties

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

Managing Connections

After successfully authenticating to CData Connect 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 CData Connect data, such as using the available CData Excel Functions.