---
schema_version: "1"
id: dd02ef8b7055744fab7bbddd9fd12d1fa33f9aaf5723663b53ccdb3950d0ec5f
title: Set Up a Microsoft 365 Excel Online Connection (Beta)
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/data-cloud/data-cloud-int/guides/excelonline/c360-a-set-up-excelonline-connection.md
canonical_url: https://developer.salesforce.com/docs/data/data-cloud-int/guide/c360-a-set-up-excelonline-connection.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: 2857a752b476a6cac8ddd66689f39db92d674965bb096a6088387bdee77ac2e9
products:
  - Data 360 Integration Guide
  - Data 360 Developer Documentation
---
# Set Up a Microsoft 365 Excel Online Connection (Beta)

Set up the Microsoft 365 Excel Online Connector connection to start the flow of data into Data 360.

**note:** This feature is a Beta Service. A customer may opt to try a Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at [Agreements and Terms.](https://www.salesforce.com/company/legal/agreements/) If you have questions or feedback about this Beta Service, contact the Data 360 Connector team at [datacloud-connectors-beta@salesforce.com.](mailto:datacloud-connectors-beta@salesforce.com)

| User Permissions Needed |                                                             |
| ----------------------- | ----------------------------------------------------------- |
| To create a connection: | System Admin profile or Data Cloud Architect permission set |

Before you begin:

- Enable the Beta connector through the feature manager. See [Enable Data 360 Features](https://help.salesforce.com/s/articleView?id=data.c360_a_feature_manager.htm&type=5).
- Verify your admin has enabled firewalls on the system you want Data 360 to connect to by including these [IP addresses](https://help.salesforce.com/s/articleView?id=data.c360_a_data_cloud_ip_address_allowlist.htm&type=5) to your allowlists.
- Set up [OAuth based authentication](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_oauth_openid.htm&type=5) for OpenID or for [Microsoft](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_oauth_microsoft.htm&type=5).
- Create external and named credentials.

1.  In Data Cloud, click **Setup**, and select **Data Cloud Setup**.

2.  Under External Integrations, select **Other Connectors**.

3.  Click **New**.

4.  On the Source tab, select **Microsoft 365 Excel Online** and click **Next**.

5.  Enter a connection name, connection API name, and provide the authentication and connection details.

6.  For Authentication Details, select the **Named Credential** that you want to use from the dropdown.

    1.  Optionally, for the SSL Server Certificate, enter the certificate string or upload the string as a .pem file.

7.  For Connection Details, provide details for the following parameters.

    1.  For Azure Tenant, enter the tenant ID of the OAuth Azure App you are using.

    2.  For Azure Environment, select Global or China from the dropdown

    3.  For Define Tables, assign table names to ranges. Form: [Table Name]=[Catalog].[Schema].[{Workbook Name}_{Worksheet Name}!{Range}].

    4.  For Workbook, enter the name or ID of the workbook.

    5.  For Drive, enter the ID of the drive.

    6.  For SharePoint URL, enter the base URL of your SharePoint Server.

8.  To review your configuration, click **Test Connection**.

9.  Click **Save**.

After the connector details are accepted, the connection is created and listed under Connectors. You can now create data streams.

## Next Step

- [Create a Microsoft 365 Excel Online Data Stream (Beta)](https://developer.salesforce.com/docs/data/data-cloud-int/guide/c360-a-create-excelonline-data-stream.md)