Excel Add-In for Act-On

Build 24.0.9060

Data Model

The CData Excel Add-In for Act-On models entities in the Act-On API as tables, views, and stored procedures. These are defined in schema files, which are simple, text-based configuration files.
Lists in Act-On are exposed as views with the convention List_ListName. For each list there is another view List_ListName_Score where you can see the score of the people in the list.
Same logic for Segments in Act-On, they are exposed as views as Segment_SegmentName. And have an equivalent view Segment_SegmentName_Score.
Any changes you make to your Act-On account, such as adding a new list, adding new columns, or changing the data type of a column, will immediately be reflected
when you connect using the driver.

Using Query Processing

The add-in offloads as much of the SELECT statement processing as possible to the Act-On APIs and then processes the rest of the query within the add-in. The following sections document API limitations and requirements.

Views

Views are tables that cannot be modified. Typically, read-only data are shown as views.

Stored Procedures

Stored Procedures are function-like interfaces to the data source. They can be used to search, update, and modify information in the data source.

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Build 24.0.9060