> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gocrisp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up an Excel connection with an OData feed

If you cannot download the [Crisp add-in for Excel](/docs/support/articles-Filtering-data-using-the-Crisp-Add-in-for-Excel), which allows you to easily manage the reports and data that download and sync to Excel and optimizes performance, you can connect Crisp to Excel via OData feed.

Once you [create an Excel connector in Crisp](/hc/en-us/articles/360053463854), complete the following steps to finalize the connection to Excel via OData feed:

*

From the **Connectors** screen in Crisp, locate the Excel tile you created, then select \*\*More menu <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/three_dots.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=b549834f7f6d01382209cc20ef50c2da" alt="three_dots.png" width="51" height="49" data-path="docs/support/images/three_dots.png" /> \*\*> **Copy OData feed**.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_OData_feed.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=a0c811444cbf896eb1b6f5b95f91bd8a" alt="Excel_OData_feed.png" width="1112" height="494" data-path="docs/support/images/Excel_OData_feed.png" />

The link is copied to your clipboard and ready to paste into Excel.

* Open a blank Excel Worksheet and select the **Data** tab.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Outbound_006.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=d34e55a0761f8e2806a18c2ae16aa3d3" alt="Excel_Outbound_006.png" width="773" height="230" data-path="docs/support/images/Excel_Outbound_006.png" />

* From the **Get Data** menu, select **From Other Sources > From ODataFeed**.\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Outbound_008.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=63f9279951e605261ac24a44ef16b29d" alt="Excel_Outbound_008.png" width="313" height="423" data-path="docs/support/images/Excel_Outbound_008.png" />

The *OData feed* window appears.

* Paste the URL you copied from Crisp into the *URL* field, then select the **OK** button.\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Outbound_008.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=63f9279951e605261ac24a44ef16b29d" alt="Excel_Outbound_008.png" width="313" height="423" data-path="docs/support/images/Excel_Outbound_008.png" />

* In the dialog box that appears, select **Basic**.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Outbound_015.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=53689c0e9be3d86dae1727730a7de903" alt="Excel_Outbound_015.png" width="829" height="402" data-path="docs/support/images/Excel_Outbound_015.png" />

* Navigate back to the Excel Connector details screen in Crisp. Under OData username, select the **Copy to clipboard** link.\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Outbound_009.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=11622ccac36680d1f40b64ce61267f51" alt="Excel_Outbound_009.png" width="749" height="362" data-path="docs/support/images/Excel_Outbound_009.png" />

* Return to Excel, and in the **User Name** box, paste the value. Repeat this process for the \*\*OData Password \*\*field.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Outbound_016.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=6b6b47c2b30ab31eb78b8eac8b967c3d" alt="Excel_Outbound_016.png" width="750" height="341" data-path="docs/support/images/Excel_Outbound_016.png" />

* From the *Select which level to apply these settings to* drop-down menu, select the last level in the list.\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Outbound_010.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=6bdcd0ec68c764d34647b6364b7de152" alt="Excel_Outbound_010.png" width="1446" height="810" data-path="docs/support/images/Excel_Outbound_010.png" />

* Select the **Connect** button.\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Outbound_011.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=cea63891065555c6757fb9be72ad7ac9" alt="Excel_Outbound_011.png" width="729" height="340" data-path="docs/support/images/Excel_Outbound_011.png" />\
  A list of the data tables you configured appears.

* From the list of tables, select the one you want to work with, then select the **Load** button.\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Outbound_012.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=41929e18b7e490abbe8d0b18f401b0dc" alt="Excel_Outbound_012.png" width="479" height="385" data-path="docs/support/images/Excel_Outbound_012.png" />

If the configuration is successful, the pane show in the following image appears on the right, indicating progress:\\

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/image14.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=3baf6ac0ff247c0dd7922957bb614794" alt="image14.png" width="306" height="371" data-path="docs/support/images/image14.png" />

Once complete, your data appears in tabular format and is ready for you to work with.

#### Automatically refresh your Excel file with the latest data

Since the Excel connector is an automated feed of your data, Excel only refreshes data from the Crisp platform when you tell it to. If you want to set up Excel to automatically refresh data at a specified interval, complete the following steps:

* From the *Table Design* tab, select **Refresh > Connection Properties**.\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Outbound_013.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=ac13712208c81b4501e9d566417c9623" alt="Excel_Outbound_013.png" width="686" height="319" data-path="docs/support/images/Excel_Outbound_013.png" />

* From the window that appears, select **Refresh every \[60] minutes**.\
  **Note**: We recommend leaving this setting at the default of 60 minutes.\\
  <img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/Excel_Outbound_014.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=18d643667b0afbdb6d824d2044621ca7" alt="Excel_Outbound_014.png" width="474" height="506" data-path="docs/support/images/Excel_Outbound_014.png" />

* Select the **OK** button.\
  Your data now automatically refreshes every 60 minutes. Data refreshes from the Crisp platform are also subject to the update frequency of the source data (e.g., your Target, KeHE, or UNFI connection).

####
