This page details how to set up a data sync using a Microsoft Excel Worksheet as a source.

1. Overview

Microsoft Excel is a commonly spreadsheet program for managing and analyzing numerical data.You can use Microsoft Excel as a source for your Data Syncs by following the instructions below.
Excel can be used as a source for Batch Syncs.

2. Considerations

  • Binary data types are not supported for Excel Files.

3. Info Tab

  1. 1.
    If you plan to upload an Excel file locally, you must set the Parameters value in the Info tab (Image 1). You can set this to whatever you wish; it will be referenced again in the Path value of the Source tab.
Image 1: Define the Parameter

4. Source Tab

  1. 1.
    In the Source tab, fill in the values using the table below as a guide.
The source location of your file. This can be either Local, S3, or Azure Blob Storage. If you select Local, make sure that you have properly set your Parameter and Path. Once you run your job, you will be able to upload your Excel file. The following authentication methods are supported per source: Amazon S3: Access Key ID/Secret Access Key Azure Blob Storage: Connection String
The name of the sheet within the Excel file
The number of records from the top of the file to ignore before the data starts (includes column header).
The number of records from the bottom of the file to ignore.
The path to the Excel source file to load. This should be set to reference the same value from the Parameters section in the Info tab along with the '@' symbol.

5. Schema

Binary data types are not supported for Excel Files.
  1. 1.
    Add in your applicable column(s) (Image 2). See the documentation here for further details on each column type.
Image 2: The parameters for a standard column

6. Run the Job

  1. 1.
    Once you set up your source, target, and job behaviour, click Jobs > Start Job. This will prompt you to upload your Excel file in the pop-up box if you selected Local Upload (Image 3).
Image 3: Upload file
  1. 2.
    Click Start.
  2. 3.
    When complete, you will see a similar validation screen like the below (Image 4).
Image 4: Data Sync validation