Version 24.2.9064

• Establish a Connection
• More Information

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

Establish a Connection

To allow Sync to use data from Microsoft Excel, you first must establish a connection to Microsoft Excel. Follow these steps to connect Microsoft Excel to your Sync account:

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 Microsoft Excel row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • URI - Enter the Uniform Resource Identifier (URI) for your Excel resource location.

   • Connection Type - Select the connection type that you want to use. The default value is Not Specified.

6. Click Create & Test to create the connection.

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

More Information

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