How to Connect Excel to Streak Using Devart ODBC Driver

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Step-by-Step Guide: Install Devart ODBC Driver for Streak Integrating CRM data into business intelligence tools requires a reliable connection. Devart ODBC drivers provide high-performance connectivity to cloud databases. This guide covers how to download, install, and configure the Devart ODBC driver for Streak. Prerequisites

Before starting, ensure you have the following requirements ready: A machine running Microsoft Windows (32-bit or 64-bit). Administrative privileges on your computer. Your Streak API key from your account settings. A target application like Excel, Power BI, or Tableau. Step 1: Download the Installer Navigate to the official Devart website.

Visit the ODBC Drivers section and locate the Streak driver page. Click the Download button.

Choose either the trial version or log in to download your purchased commercial version. Save the .exe installation file to your local drive. Step 2: Run the Setup Wizard Locate the downloaded installer file. Right-click the file and select Run as administrator. Click Next on the welcome screen. Read and accept the License Agreement, then click Next. Choose the installation folder or leave the default path. Select the components you wish to install. Click Install to begin the process. Click Finish once the setup complete screen appears. Step 3: Configure the ODBC Data Source Press the Windows Key and type ODBC Data Sources.

Open the application matching your system architecture (32-bit or 64-bit).

Select the System DSN tab to make the connection available to all users. Click the Add button on the right side. Select Devart ODBC Driver for Streak from the list. Click Finish to open the driver configuration window. Step 4: Authenticate with Streak

Enter a unique name for your data source in the Data Source Name (DSN) field. Provide an optional description if needed.

Input your Streak API key into the API Key credential field.

Adjust optional connection parameters like connection timeout or data caching options.

Click the Test Connection button to verify the configuration.

Look for a success message, then click OK to save the settings. Step 5: Connect Your BI Tool

Open your preferred application, such as Microsoft Excel or Power BI. Navigate to the data import section and select From ODBC.

Choose the DSN name you created in Step 4 from the dropdown list.

Leave username and password blank if your DSN already includes the API key.

Click Connect to view and query your live Streak CRM tables. To help tailor this guide further, let me know:

Which BI tool or application (Excel, Power BI, Tableau, etc.) you plan to connect to?

Whether you are using a 32-bit or 64-bit system architecture?

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