Common

Import Excel Files

When the Excel Import Adapter is used to import Excel files, the following format must be used:

  • Row 1 – Technical column name

  • Row 2 – Friendly column name put through Stewardship Tier translation

  • Row 3 – n: Data

When the import runs, the adapter matches the technical column names from the worksheet (row 1) with the column names in the Excel Import Table Name field and only imports data for columns where the column names match. This configuration allows for columns to be added to the Excel worksheet for calculations, formulas, etc. without affecting the import.

To use the Excel Import Adapter to import an Excel file:

  1. Select Toolkit > Excel in Navigation pane.

  2. Click Add.

    View the field descriptions for the Toolkit: Excel page

  3.   Enter the table name to import in the EXCEL IMPORT TABLE NAME field.

  4. Click Save; Vertical View displays.

    View the field descriptions for the Toolkit: Excel page

  5. Click Excel Use Excel2007 check box to use Excel 2007 or 2010 (i.e., .xlsx). If disabled, Excel 97-2003 (i.e., .xls) is used.
  6. Enter a value in Excel Where Clause field to limit data when extracting data.
  7. Enter a table name of the calling component's database into which import from the Excel file is processed in Excel Import Table Name field.

  8. Enter a location (name and path on the application server) of file to use for import in Excel Upload File Name field.

    NOTE: It is recommended to use the full physical path to the file. If a virtual path is used, the navigation of the virtual path begins at the [Stewardship Tier Installation Directory]\web\UserArea\[Calling application’s WebAppID]\ folder.

  9. Click Excel Delete On Import check box to enable it, deleting all data from the Excel Import Table Name before data from the Excel file is imported.

NOTE: If an Excel Where Clause is entered, the delete function will be limited by the where clause.

  1. Enter a name of worksheet in Excel workbook that contains data for the import in Excel Import Sheet Name field.
  2. Enter a column name on Excel Import Table Name to default a value for each record imported in Excel Import Default Column field, if a default value is used.
  3. Enter a value to write to Excel Import Default Column for each record imported in Excel Import Default Value field, if a default value is used.
  4. Enter a number of records to write to the database from the Excel file at one time during the import process in Excel Import Batch Size field.
  5. Click Excel Create Table For Import If Not Exists check box to enable it, creating a table named for the Excel Import Table Name, which contains all the imported data.
  6. Select a data source from Excel Import Data Source ID list box if Excel writes to a data source other than current data source. The default is to write to the same data source.
  7. Click Save.
  8. Click Import From Spreadsheet and browse to Excel file to upload; a confirmation message displays.
  9. Click Ok.
  10. Click File To Import to download the file to import.