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  • 1.  Static Link Export - Excel

    Posted 07-11-2023 05:33
    No replies, thread closed.

    Good morning,

    Do people know how I can use the Static link using Excel?

    I've attempted to draw in the data from the URL using 'Get Data - from Web' - but it's trying to access a log in page, before I can access the CSV data.


    Any information you can provide to help would be gratefully appreciated.

    Nick Squires
    MIB


    #Reporting/Analytics

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    Nicholas Squires
    Motor Insurers' Bureau
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  • 2.  RE: Static Link Export - Excel

    Posted 07-11-2023 07:28
    Edited by Jan Heinonen 07-11-2023 07:29
    No replies, thread closed.

    Hi Nicholas,

    You need to be logged in to access the download link or have the application use Oauth Client Credentials to be able to download the data.

    It can probably be done with Excel but there's an example how to get the data in Power BI with a Python script on https://help.mypurecloud.com/articles/generate-static-link/



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    Jan Heinonen
    Contact Center Specialist
    GlobalConnect AB
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    Original Message


  • 3.  RE: Static Link Export - Excel

    Posted 07-12-2023 09:20
    No replies, thread closed.

    During our development process of this feature, we unfortunately did not find a path to get Excel's native authentication methods to work with our platform.  All of the options amounted to sacrificing the security of customer data for the sake of ease of access. For BI tools that have limited authentication support, middle steps would be required to access the data through the application.

    Your main goal is going to be to get Excel to support OAuth Client Credential grants.  This article from MS talks about an add-in that should be able to support it.  https://learn.microsoft.com/en-us/office/dev/add-ins/develop/auth-external-add-ins  This could be a potential path to get excel to download the file directly.

    Alternatively, you can make a light application to download the CSV as a scheduled task using the Python script we provided as the baseline to get the data downloaded to your machine on a schedule.



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    Ryan Legner
    Staff Product Manager, Genesys Cloud CX
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    Original Message


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