Microsoft Excel Source Connector

The Microsoft Excel source connector lets DataSync retrieve data from Excel workbooks (.xlsx or .xls) and load it into your data warehouse. Once your source connection is ready, configure your destination connection to finish the setup.

Create the 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. Enter all required connection properties.
6. (Optional) In the Additional Connection Properties panel, click Add property and enter any extra parameters you need.
7. Configure the advanced settings to match your environment, including Tracking Type.
8. Click Save.

Connection properties

Property	What to enter
Description	Unique name for the connection. Example: Microsoft Excel
File Path	Path to the Excel file on a local drive or network share. Example: C:\ShareFolderTest\Customers.xlsx
Does your sheet cxontain headers	When enabled, the first row is used as column headers. When disabled, columns are assigned placeholder names (A, B, C, and so on).
Read empty value mode	How DataSync handles empty cells. Read as empty returns an empty string for blank cells. Read as null returns a null value for blank cells.
Verbosity	Controls how much detail the connector writes to the log. Each level includes everything from the level below it, plus additional detail. 1 logs queries, row counts, execution start and end times, and errors. 2 adds cache queries and HTTP headers. 3 adds request and response bodies. 4 adds transport-level communication. 5 adds all interface commands.

Additional connection properties

Use this panel to enter connection string properties not available in the Connection Properties panel. For sensitive values such as passwords, set the type to Encrypted. The value is hidden in the interface and stored encrypted in the back end.

Property	What to enter
Property	Connection string property that defines the action or behavior. Example: ReadOnly
Value	Value for the property. Example: True
Type	Visibility settings: Visible or Encrypted.

Advanced settings

These settings control how the connector tracks data changes, handles time and regional configuration, and processes records during extraction. Configure them to match your Microsoft Excel environment so that results stay accurate and consistent.

Setting	What to select
Tracking Type	Method for tracking data changes: None or Date.
Region	Region setting for the connector, if required by your setup.
Time Zone	Time zone matching your Microsoft Excel environment.
Time Offset	Refresh offset in seconds to compensate for timing issues in record selection. Minimum 0, maximum 3600.
Batch Size	Number of records processed per batch during extraction. Larger batches can improve performance but use more memory. Default is 2000, maximum is 10000. Adjust based on your network speed and disk performance. The default works well in most cases.

Example setup

Completed Microsoft Excel source connection in DataSync, with all properties and settings filled in.