2358156 - How to query data using the MS Excel Add-In from Successfactors

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2358156 - How to query data using the MS Excel Add-In from Successfactors


This KBA helps us understand the employee delta export using MS Excel Add-In provided by successfactors




  1. Goto Successfactors admin center, click on Employee Files and choose Employee Delta Export

             employee delta export.png

       2. Download the Excel Add-In and the Work Book from the instance.

            excel workbooks and addin.png

       3. Open the Excel Add-In and install it.

       4. Open the work book and start with the configuration, in the drop down list choose "EC_COMPANY"

            drop down.png

       5. Now enter the API URL specific for the instance, the company ID and username(for setting permissions for this user refere section 2.2.2 here), please do not enter password.

           NOTE:  An user created for SSO purpose cannot be used here.


       6. Goto Selection sheet and fill in the details. Then choose successfactors add-in in the ribbon section.

           Selection screen.png 

       7. click on Get Data.


       8. You will be prompted for the password, now incorporate the password and click on log on button.

            password prompt.png

            enter passowrd.png

       9.  Following screens appear once the log in is perfectly done.

            logging on.png

            retreiving data.png

            post processing.png

          records being processed.png

     10. Finally after the records are processed, if there are any warnings it would bring up this pop up

         if any warnings.png

     11. Following is an example of the data screen

          delta records.png


KBA , employee delta export , LOD-SF-INT-API , SF API & Adhoc API Framework , How To


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