How to update SFTP from Excel

The CData Excel Add-In for SFTP enables you to edit and save SFTP data directly from Excel. This article explains how to transfer data from Excel to SFTP. This technique is useful if you want to work on SFTP data in Excel and update changes, or if you have a whole spreadsheet you want to import into SFTP. In this example, you will use the MyDirectory table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new SFTP connection by clicking From SFTP on the ribbon.

SFTP can be used to transfer files to and from SFTP servers using the SFTP Protocol. To connect, specify the RemoteHost;. service uses the User and Password and public key authentication (SSHClientCert). Choose an SSHAuthMode and specify connection values based on your selection.

Set the following connection properties to control the relational view of the file system:

• RemotePath: Set this to the current working directory.
• TableDepth: Set this to control the depth of subfolders to report as views.
• FileRetrievalDepth: Set this to retrieve files recursively and list them in the Root table.

Stored Procedures are available to download files, upload files, and send protocol commands. See gdatamodel for more on using SQL to interact with the server.

Retrieve Data from SFTP

To insert data into SFTP, you will first need to retrieve data from the SFTP table you want to add to. This links the Excel spreadsheet to the SFTP table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From SFTP button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the MyDirectory table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to SFTP

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, . 👁 A local copy of a table. One row will be inserted. (QuickBooks is shown.)
   
2. After using a formula to reference the cells you want to add to SFTP, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the MyDirectory sheet. 👁 The range of changes to update. (QuickBooks is shown.)
   
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.

👁 The changes applied. (QuickBooks is shown.)