Version 23.4.8843

• Add the CSV Connector
• Connect to CSV
  • Local
  • Amazon S3
  • Azure Blob Storage
  • Azure Data Lake Storage
  • Azure Files
  • Box
  • Dropbox
  • FTP
  • Google Cloud Storage
  • Google Drive
  • Hadoop Distributed File System (HDFS)
  • HTTP
  • IBM Object Storage Source
  • OneDrive
  • Oracle Cloud Storage
  • SFTP
  • SharePoint Online
• Complete Your Connection
• More Information

You can use the CSV connector from the CData Sync application to capture data from CSV and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Add the CSV Connector

To enable Sync to use data from CSV, you first must add the connector, as follows:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the CSV row.

4. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the CSV connector. For more information about installing new connectors, see Connections.

Connect to CSV

On the New Connection page, enter the connection name of your choice.

CData Sync supports the ability to connect to local and cloud-hosted CSV files. Select your connection type below to proceed to the relevant section that contains the connection details.

• Local
• Amazon S3
• Azure Blob Storage
• Azure Data Lake Storage
• Azure Files
• Box
• Dropbox
• FTP
• Google Cloud Storage
• Google Drive
• HDFS
• HTTP
• IBM Object Storage Source
• OneDrive
• Oracle Cloud Storage
• SFTP
• SharePoint Online

Local

To connect to CSV resources on the local drive, specify the following settings:

• Connection Type - Select Local.

• URI - Enter your local directory path, one file per table (for example, C:/FolderPath).

This connection type does not require any authentication settings. Complete the remaining steps for establishing your connection.

Amazon S3

To connect to CSV resources on Amazon S3, use the Amazon S3 connector instead.

Azure Blob Storage

To connect to CSV resources on Azure Blob Storage, specify the following settings:

• Connection Type - Select Azure Blob Storage.

• URI - Enter the name of your container and blob in the URI text box (for example, azureblob://MyContainer/MyBlob).

• Azure Storage Account - Enter the name of your Azure storage account.

See Connecting to Azure Blob Storage for details about choosing your authentication scheme.

Azure Data Lake Storage

To connect to CSV resources on Azure Data Lake Storage, use the Azure Data Lake Storage connector instead.

Azure Files

To connect to CSV resources on Azure File Storage, specify these properties:

• Connection Type - Select Azure Files.

• URI - Enter the name of your Azure file share and the name of the resource (for example, azurefile://FileShare/RemotePath).

• Azure Storage Account - Enter the name of your Azure storage account.

See Connecting to Azure Files for details about choosing your authentication scheme.

Box

To connect to CSV resources on Box, specify these properties:

• Connection Type - Select Box.

• URI - Enter the pathname for the file system and the name of the folder that contains your CSV files (for example, box://Folder1).

• Auth Scheme - Select OAuth. CData Sync provides an embedded OAuth application with which to connect. No additional properties are required.

Complete the remaining steps for establishing your connection.

Dropbox

To connect to CSV resources on Dropbox, specify these properties:

• Connection Type - Select Dropbox.

• URI - Enter the path to a folder that contains CSV files (for example, dropbox://Folder1).

• Auth Scheme - Select OAuth. CData Sync provides an embedded OAuth application with which to connect. No additional properties are required.

Complete the remaining steps for establishing your connection.

FTP

To connect to CSV resources on an FTP server, specify these properties:

• Connection Type - Select either FTP or FTPS.

• URI - Enter the address of the server, followed by the path to the folder that you want to use as the root folder, as shown in these examples:

  • FTP: ftp://localhost:990/Folder1

  • FTPS: ftps://localhost:990/Folder1

• Auth Scheme - Use the default scheme, Basic.

• User - Enter the username that you use to authenticate to your FTP or FTPS server.

• Password - Enter the password that you use to authenticate to your FTP or FTPS server.

Complete the remaining steps for establishing your connection.

Google Cloud Storage

To connect to CSV resources on Google Cloud Storage, specify these properties:

• Connection Type - Select Google Cloud Storage.

• URI - Enter the name of the bucket and folder that contains your CSV files (for example, gs://Bucket/RemotePath).

• Project Id - Enter the identifier for the project to which you want to connect.

See Connecting to Google Cloud Storage for details about choosing your authentication scheme.

Google Drive

To connect to CSV resources on Google Drive, specify these properties:

• Connection Type - Select Google Drive.

• URI - Enter the pathname for the file system and the name of the folder that contains your CSV files (for example, gdrive://Folder1).

See Connecting to Google Drive for details about choosing your authentication scheme.

Hadoop Distributed File System (HDFS)

To connect to CSV resources on HDFS, specify these properties:

• Connection Type - Set this to HDFS or HDFS Secure.

• URI - Enter the path to a folder that contains your CSV files, as shown in these examples:

  • HDFS: webhdfs://Host:Port/RemotePath

  • HDFS Secure: webhdfss://Host:Port/RemotePath

See Connecting to HDFS for details about choosing your authentication scheme.

HTTP

To connect to CSV resources on HTTP Streams, specify these properties:

• Connection Type - Select either HTTP or HTTPS.

• URI - Enter the path to a folder that contains your CSV files, as shown in these examples:

  • HTTP: http://RemoteStream

  • HTTPS: https://RemoteStream

See Connecting to HTTP or HTTPS for details about setting your authentication scheme.

IBM Object Storage Source

To connect to CSV resources on IBM Object Storage, specify these properties:

• Connection Type - Select IBM Object Storage Source.

• URI - Enter the name of your bucket and folder (for example, ibmobjectstorage://Bucket1/RemotePath).

• Region - Enter the region for your IBM instance (for example, eu-gb).

• Api Key - Enter the API key for your IBM Object Storage source. To obtain this key:

  1. Log in to your IBM Cloud account.

  2. Navigate to the Platform API Keys page.

  3. Click Create an IBM Cloud API Key (middle right corner ) to create a new API key. This action opens a dialog box.

  4. Specify a name for the API key name. Then, click Create.

     Note: Save the API key somewhere because you cannot access it again from the dashboard.

See Connecting to IBM Object Storage for details about choosing your authentication scheme.

OneDrive

To connect to CSV resources on OneDrive, specify these properties:

• Connection Type - Select OneDrive.

• URI - Enter the path to a folder that contains your CSV files (for example, onedrive://RemotePath).

See Connecting to OneDrive for details about choosing your authentication scheme.

Oracle Cloud Storage

To connect to CSV resources on Oracle Cloud Storage, specify these properties:

• Connection Type - Select OracleCloudStorage.

• URI - Enter the name of your bucket and your folder (for example, os://Bucket/RemotePath).

• Region - Enter the hosting region for your S3-like web services.

• Oracle Namespace - Enter your Oracle cloud namespace.

• Auth Scheme - Use the default scheme, HMAC.

• Access Key - Enter your Oracle Cloud access key.

• Secret Key - Enter your Oracle Cloud secret key.

Complete the remaining steps for establishing your connection.

SFTP

To connect to CSV resources on an SFTP server, specify these properties:

• Connection Type - Select SFTP.

• URI - Enter the address of your server, followed by the path to your root folder (for example, sftp://Server:Port/RemotePath).

• Auth Scheme - Use the default scheme, SFTP.

See Connecting to SFTP for details about choosing your SSH authentication mode.

SharePoint Online

To connect to CSV resources on SharePoint Online, specify these properties:

• Connection Type - Select either SharePoint Online REST or SharePoint Online SOAP.

• URI - Enter a document library that contains CSV files (for example, sprest://RemotePath).

  • SharePoint Online REST: sprest://RemotePath

  • SharePoint Online SOAP: spr://RemotePath

• Storage Base URL - Enter the base URL for the SharePoint site. The following are examples of valid URLs:

  • http://server/SharePoint/

  • http://server/Sites/mysite/

  • http://server:90/

  Note: If the domain for this option ends in -my (for example, https://bigcorp-my.sharepoint.com) then you might need to connect through OneDrive.

See Connecting to SharePoint Online for details about choosing your authentication scheme.

Complete Your Connection

To complete your connection:

1. Specify the following properties:

   • Aggregate Files (optional) - When you select True, CData Sync aggregates all files in the URI directory that have the same schema into a single table named AggregatedFiles. Select False (the default value) if you want each file to remain as separate tables.

   • Include Column Headers (optional) - When you select True (the default value), Sync derives column names for each table from the first row of each file. When you select False, column names are simply the column numbers.

2. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

3. If you authenticate with AzureAD, AzureMSI, AzureServicePrincipal, GCPInstanceAccount, OAuth, OAuthClient, OAuthJWT, or OAuthPassword, click Connect to CSV to connect to your CSV account.

4. Click Create & Test to create your connection.

More Information

For more information about interactions between CData Sync and CSV, see CSV Connector for CData Sync.