Microsoft Excel Source Connector

The Microsoft Excel source connector in DataSync lets you retrieve data from Excel workbooks (.xlsx or .xls) for loading or synchronizing in your data warehouse. After creating all required source connections, configure your destination source to complete the connection setup.

Create a source connection in DataSync

1. Log in to DataSync.
2. From the welcome screen, select Connections.
3. Next to Source Connections, click New.
4. Select Microsoft Excel.
5. In the Connection Properties panel, enter the connection properties.
6. (Optional) In the Additional Connection Properties panel, select Add property and enter the parameters for each property.
7. In the Advanced Settings panel, configure the settings, including the Tracking Type and other values according to your requirements.
8. Click Save.

Parameters

Connection properties

Parameter	Description
Description	Unique name for the connection. Example: Microsoft Excel
File Path	Path to the Excel file (.xlsx or .xls) on a local drive or network share. Example: C:\ShareFolderTest\Customers.xlsx
Does your sheet cxontain headers?	Header row setting. When enabled, the first row in the sheet is used as column headers. When disabled, pseudo column names (A, B, C, etc.) are assigned instead.
Read empty value mode	Mode for handling empty cells: Read as empty – Returns an empty string for blank cells. Read as null – Returns a null value for blank cells.
Verbosity	1 – Log queries, row counts, execution start/end, errors. 2 – Includes level 1 plus cache queries, HTTP headers. 3 – Includes level 2 plus request/response bodies. 4 – Includes level 3 plus transport-level communication. 5 – Includes level 4 plus all interface commands.

Additional connection properties

Additional connection string properties not specified in the Connection Properties panel. For each property added, you can choose Visible or Encrypted. Selecting Encrypted hides the value from the interface and stores it encrypted in the back end, such as when defining passwords.

Parameter	Description
Property	Connection string property that defines the action or behavior. Example: ReadOnly
Value	Value for the property. Example: True
Type	Visibility of the property: Visible or Encrypted.

Advanced settings

Advanced settings control how the Microsoft Excel connector tracks changes, handles regional and time configuration, and processes data batches during extraction. These options allow fine‑tuning for performance and accuracy, and should be configured according to your system environment and operational requirements.

Setting	Description
Tracking Type	Method for tracking changes: None or Date.
Region	Region setting for the connector, if required by your setup.
Time Zone	Time zone matching the Microsoft Excel application server.
Time Offset	Refresh offset in seconds to compensate for timing issues in record selection. Minimum value is 0; maximum is 3600 seconds.
Batch Size	Quantity of records processed in each batch during extraction. Larger batch sizes increase memory usage but can improve performance up to a point. The default value is 2000 and the maximum should not exceed 10000 records. Adjust according to your network speed and disk performance; in most cases the default (2000) works best.

Example