Excel and Google Sheets Live Sync
- 04 Mar 2025
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Excel and Google Sheets Live Sync
- Updated 04 Mar 2025
- 1 minute read
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- PDF
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Receive secure, automatic updates to Google and Excel spreadsheets from your Slate queries with Live Sync.
🔑Permissions required: Administrator (All Access)
To establish a sync to Excel or Google Sheets:
Set the service type
From the main navigation, select Queries / Reports.
Select an existing query, or create a new one.
Select Edit Query.
Select Edit Web Service.
From the Service Type list, select Excel or CSV / Google Sheets.
Select Save.
Create a user token
Select Edit Permissions.
Configure the following settings:
Type: User Token
Name: Enter a name for the token, like “Excel” or “Google Sheets”.
Permissions: Select Web Service
Select Save.
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Copy the web service URL
Next to Web Service, select the link (either Excel or CSV / Google Sheets).
From the Service Account list, select the user token you just created.
Copy the URL.
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Paste the URL into the destination spreadsheet
To paste the URL into an Excel spreadsheet:
In an Excel spreadsheet, select Data from the ribbon.
Select From Web.
Paste the Slate web service URL.
Select OK. The Access Web content popup appears.
Select Connect. The Navigator popup appears.
Select Export.
Select Load. The query results populate in your spreadsheet.
To paste the URL into Google Sheets:
In a Google Sheet, double-click a cell to edit it.
Enter the formula
=IMPORTDATA("..."), where...is the URL you copied earlier. A warning appears letting you know that the formula is attempting to import data from a third party.Select Continue.
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