Excel

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. 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. In the Source tab, fill in the values using the table below as a guide.

Parameter	Value	Example
Source	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.	Local
sheetName	The name of the sheet within the Excel file	Sample
headerRowsToIgnore	The number of records from the top of the file to ignore before the data starts (includes column header).	1
footerRowsToIgnore	The number of records from the bottom of the file to ignore.	0
path	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.	@file
Auth Type	This field defines the authentication type for your data sync. Cinchy supports "Access Key" and "IAM" role. When selecting "Access Key", you must provide the key and key secret. When selecting "IAM role", a new field will appear for you to paste in the role's Amazon Resource Name (ARN). You also must ensure that: The role must be configured to have at least read access to the source The Connections pods' role must have permission to assume the role specified in the data sync config Note: This field was added in Cinchy v5.6

5. Schema

Binary data types are not supported for Excel Files.

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. 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. Click Start.

2. When complete, you will see a similar validation screen like the below (Image 4).

Image 4: Data Sync validation