Configure a Connection Profile

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

Connecting to Greenhouse

You need an API key to connect to Greenhouse. To create an API key, follow the steps below:

1. Click the Configure icon in the navigation bar and locate Dev Center on the left.
2. Select API Credential Management.
3. Click Create New API Key.
   • Set "API Type" to Harvest.
   • Set "Partner" to custom.
   • Optionally, provide a description.
4. Proceed to Manage permissions and select the appropriate permissions based on the resources you want to access through the add-in.
5. Copy the created key and set APIKey to that value.

Connection Properties

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

Managing Connections

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