Excel Add-In for SAP Success Factors LMS

Build 25.0.9539

Establishing a Connection

Configure a Connection Profile

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

Connecting to SAPSuccessFactorsLMS

Before you can connect to SAPSuccessFactorsLMS, you must configure the OAuth application tied to your SAPSuccessFactorsLMS account. See Creating a Custom OAuth App for a procedure.

After you have configured your OAuth application, set the following to connect:

  • URL: The base URL of your SAP SuccessFactors instance. You can find this value in the URL of your SAP SuccessFactors homepage before the first forward slash (/). For example: https://mycompany.successfactors.eu
  • User: The username you use to log in to your SAP SuccessFactors account.
  • CompanyId: The unique name assigned to your SAPSuccessFactorsLMS tenant. You can find this value in the URL of your SAP SuccessFactors homepage, between "https://" and ".successfactors" (or ".sapsf" in the case of preview instances).
  • UserType: The type of user being used. Select either Admin if your account has the admin role or User if it does not.
  • OAuthClientId: The value of the Client ID field, as noted during the configuration of your OAuth application.
  • OAuthClientSecret: The value of the Newly Generated Client Secret, as noted during the configuration of your OAuth application.

Connection Properties

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

Managing Connections

After successfully authenticating to SAPSuccessFactorsLMS 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