Caspio Plugin for Microsoft Office
Connect your Caspio Database to Microsoft Access and Excel
Caspio's Microsoft Office Plugin makes it easy to download data from your Caspio database into Microsoft Access and Excel - and automatically keep that data refreshed if desired.
Download the MS Office Plugin and follow the installation instructions to combine the best of desktop computing with cloud computing. Now you can easily manage your web forms and databases using Caspio Bridge, while bringing live data to your local computer for tasks that are best done there.
For example, you can download contact data you have gathered from a Caspio-powered lead generation form on your website and load it into Microsoft Access or Excel for tasks like mail merge - perhaps for generating letters and address labels.
Microsoft Office Plugin Details
- Available for every version since Office 2003.
- Small software download adds Caspio Bridge menu options to your Microsoft Access and Excel programs.
- Upon selecting "Get Data" or "Auto-Refresh", the MS Office Plugin will download your Caspio database into a matching table structure in Access or Excel.
- Choose to automatically refresh data upon opening your document, or in your desired time frequency while the document is open.
So the next time you go to run that mail merge, your desktop database will be updated to include the latest sales leads. Or, the next time you run analysis in Excel, your spreadsheet will be updated to reflect the latest data your users have entered online.
The plugin enables your Microsoft Access desktop databases and Excel spreadsheets to automatically tap your Caspio database. At the same time, it means Caspio users can work with familiar desktop tools to get the most out of their cloud database service.
Please note: To use this feature, make sure your package level includes the Plugin for Microsoft Office. For security purposes, you must also create a "Web Services API Profile" in the Users tab of your Caspio Bridge account. This profile is a special type of user privilege with its own password and access rights.
