Build Data Flows from SharePoint Excel Services 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 SharePoint Excel Services inside of a SQL Server SSIS workflow to transfer SharePoint Excel Services data into a Microsoft SQL Server database.

Add the Components

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

Create a New Connection Manager

Follow the steps below to save SharePoint Excel Services 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 ExcelServices. The CData SharePoint Excel Services Connection Manager is displayed.
3. Configure connection properties.

   The URL, User, and Password properties, under the Authentication section, must be set to valid credentials for SharePoint Online, SharePoint 2010, or SharePoint 2013. Additionally, the Library property must be set to a valid SharePoint Document Library and the File property must be set to a valid .xlsx file in the indicated Library.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the SharePoint Excel Services Source

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

1. Double-click the SharePoint Excel Services 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 Name, AnnualRevenue FROM Account
   

   👁 The SQL query to retrieve records. (Salesforce is shown.)
   
4. Close the SharePoint Excel Services 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 SharePoint Excel Services 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 SharePoint Excel Services data.