Build Data Flows from Excel Online to SQL Server using SSIS

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for Excel Online inside of a SQL Server SSIS workflow to transfer Excel Online data into a Microsoft SQL Server database.

Add the Components

To get started, add a new Excel Online source and SQL Server ADO.NET destination to a new data flow task.

Create a New Connection Manager

Follow the steps below to save Excel Online connection properties in a connection manager.

1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
2. In the Connection Manager type menu, select ExcelOnline. The CData Excel Online Connection Manager is displayed.
3. Configure connection properties.

   You can connect to a workbook by providing authentication to Excel Online and then setting the following properties:

   • : Set this to the name or Id of the workbook.

     If you want to view a list of information about the available workbooks, execute a query to the Workbooks view after you authenticate.

   • : Set this to true if you are connecting to a workbook in a sandbox account. Otherwise, leave this blank to connect to a production account.

   You use the OAuth authentication standard to authenticate to Excel Online. See the Getting Started section in the help documentation for a guide. Getting Started also guides you through executing SQL to worksheets and ranges.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the Excel Online Source

Follow the steps below to specify the query to be used to extract Excel Online data.

1. Double-click the Excel Online source to open the source component editor.
2. In the Connection Manager menu, select the connection manager previously created.
3. Specify the query to use for the data extraction. For example:

   SELECT Id, Column1 FROM Test_xlsx_Sheet1
   

   👁 The SQL query to retrieve records. (Salesforce is shown.)
   
4. Close the Excel Online Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the Excel Online data into.

1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
2. In the Data access mode menu, select "table or view".
3. In the Table Or View menu, select the table or view to populate.
4. Configure any properties you wish to on the Mappings screen. 👁 The mappings from the SSIS source component to SQL Server. (Salesforce is shown.)
   

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with Excel Online data.