> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sync.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Excel

You can use the Microsoft Excel connector from the CData Sync application to capture data
from Microsoft Excel and move it to any supported destination. To do so, you need to add
the connector, authenticate to the connector, and complete your connection.

## Add the Microsoft Excel Connector

To enable Sync to use data from Microsoft Excel, you first must add the
connector, as follows:

<ol>
  <li>Open the **Connections** page of the Sync dashboard.</li>
  <li>Click **Add Connection** to open the **Select Connectors** page.</li>
  <li>Click the **Sources** tab and locate
  the **Microsoft Excel** row.</li>

  <li>
    Click the **Configure Connection** icon at the end of that row to open
    the **New Connection** page. This action opens the
    **Add Connection** dialog.

    **Note:** If the **Configure Connection** icon is not
    available, click the **Download Connector** icon to install
    the Microsoft Excel connector.
  </li>

  <li>Enter a name for your connection in the **Add Connection** dialog.</li>
  <li>Click **Add** to open the **Settings** tab for your connector.</li>
</ol>

For more information about installing new connectors, see
[Connections](https://docs.sync.cdata.com/26.4/en/connections/connections.md).

## Authenticate to Microsoft Excel

After you add the connector, you need to set the required properties.

**URI:** Enter the Uniform Resource Identifier (URI) for your Microsoft Excel resource location.

CData Sync supports the ability to connect to local and cloud-hosted Microsoft Excel files. Select your connection type below to proceed to the relevant section that contains the connection details.

* [**Local**](#local)
* [**Amazon S3**](#amazon-s3)
* [**Azure Blob Storage**](#azure-blob-storage)
* [**Azure Data Lake Storage**](#azure-data-lake-storage)
* [**Azure Files**](#azure-files)
* [**Box**](#box)
* [**Dropbox**](#dropbox)
* [**FTP**](#ftp)
* [**Google Cloud Storage**](#google-cloud-storage)
* [**Google Drive**](#google-drive)
* [**HDFS**](#hadoop-distributed-file-system-hdfs)
* [**HTTP**](#http)
* [**IBM Object Storage Source**](#ibm-object-storage-source)
* [**OneDrive**](#onedrive)
* [**Oracle Cloud Storage**](#oracle-cloud-storage)
* [**SFTP**](#sftp)
* [**SharePoint Online**](#sharepoint-online)

### Local

To connect to Microsoft Excel resources on the local drive, specify the following settings:

* **Connection Type:** Select **Local**.
* **URI:** Enter your local directory path, one file per table (for example, `C:/FolderPath`).

This connection type does not require any authentication settings. [Complete the remaining steps for establishing your connection](#complete-your-connection).

### Amazon S3

To connect to Microsoft Excel resources on Amazon S3, use the [Amazon S3](https://docs.sync.cdata.com/26.4/en/connections/sources/amazon-s3-source.md) connector instead.

### Azure Blob Storage

To connect to Microsoft Excel resources on Azure Blob Storage, specify the following settings:

* **Connection Type:** Select **Azure Blob Storage**.
* **URI:** Enter the name of your container and blob in the **URI** text box (for example, `azureblob://MyContainer/MyBlob`).
* **Azure Storage Account:** Enter the name of your Azure storage account.

See [Connecting to Azure Blob Storage](https://docs.sync.cdata.com/26.4/en/connections/sources/storage-source-connection-types/azure-blob-storage-connection-type.md) for details about choosing your authentication scheme.

### Azure Data Lake Storage

To connect to Microsoft Excel resources on Azure Data Lake Storage, use the [Azure Data Lake Storage](https://docs.sync.cdata.com/26.4/en/connections/sources/azure-data-lake-storage-source.md) connector instead.

### Azure Files

To connect to Microsoft Excel resources on Azure File Storage, specify these properties:

* **Connection Type:** Select **Azure Files**.
* **URI:** Enter the name of your Azure file share and the name of the resource (for example, `azurefile://FileShare/RemotePath`).
* **Azure Storage Account:** Enter the name of your Azure storage account.

See [Connecting to Azure Files](https://docs.sync.cdata.com/26.4/en/connections/sources/storage-source-connection-types/azure-files-connection-type.md) for details about choosing your authentication scheme.

### Box

To connect to Microsoft Excel resources on Box, specify these properties:

* **Connection Type:** Select **Box**.
* **URI:** Enter the pathname for the file system and the name of the folder that contains your Microsoft Excel files (for example, `box://Folder1`).
* **Auth Scheme:** Select **OAuth**. CData Sync provides an embedded OAuth application with which to connect. No additional properties are required.

[Complete the remaining steps for establishing your connection](#complete-your-connection).

### Dropbox

To connect to CSV resources on Dropbox, specify these properties:

* **Connection Type:** Select **Dropbox**.
* **URI:** Enter the path to a folder that contains CSV files (for example, `dropbox://Folder1`).
* **Auth Scheme:** Select **OAuth**. CData Sync provides an embedded OAuth application with which to connect. No additional properties are required.

[Complete the remaining steps for establishing your connection](#complete-your-connection).

### FTP

To connect to CSV resources on an FTP server, specify these properties:

* **Connection Type:** Select either **FTP** or **FTPS**.
* **URI:** Enter the address of the server, followed by the path to the folder that you want to use as the root folder, as shown in these examples:
  * **FTP:** `ftp://localhost:990/Folder1/File.xlsx`
  * **FTPS:** `ftps://localhost:990/Folder1`
* **Auth Scheme:** Use the default scheme, **Basic**.
* **User:** Enter the username that you use to authenticate to your FTP or FTPS server.
* **Password:** Enter the password that you use to authenticate to your FTP or FTPS server.

[Complete the remaining steps for establishing your connection](#complete-your-connection).

### Google Cloud Storage

To connect to CSV resources on Google Cloud Storage, specify these properties:

* **Connection Type:** Select **Google Cloud Storage**.
* **URI:** Enter the name of the bucket and folder that contains your CSV files (for example, `gs://Bucket/RemotePath`).
* **Project Id:** Enter the identifier for the project to which you want to connect.

See [Connecting to Google Cloud Storage](https://docs.sync.cdata.com/26.4/en/connections/sources/storage-source-connection-types/google-cloud-storage-connection-type.md) for details about choosing your authentication scheme.

### Google Drive

To connect to CSV resources on Google Drive, specify these properties:

* **Connection Type:** Select **Google Drive**.
* **URI:** Enter the pathname for the file system and the name of the folder that contains your CSV files (for example, `gdrive://Folder1`).

See [Connecting to Google Drive](https://docs.sync.cdata.com/26.4/en/connections/sources/storage-source-connection-types/google-drive-connection-type.md) for details about choosing your authentication scheme.

### Hadoop Distributed File System (HDFS)

To connect to CSV resources on HDFS, specify these properties:

* **Connection Type:** Set this to **HDFS** or **HDFS Secure**.
* **URI:** Enter the path to a folder that contains your CSV files, as shown in these examples:
  * **HDFS:** `webhdfs://Host:Port/RemotePath`
  * **HDFS Secure:** `webhdfss://Host:Port/RemotePath`

See [Connecting to HDFS](https://docs.sync.cdata.com/26.4/en/connections/sources/storage-source-connection-types/hdfs-connection-type.md) for details about choosing your authentication scheme.

### HTTP

To connect to CSV resources on HTTP Streams, specify these properties:

* **Connection Type:** Select either **HTTP** or **HTTPS**.
* **URI:** Enter the path to a folder that contains your CSV files, as shown in these examples:
  * **HTTP:** `http://RemoteStream`
  * **HTTPS:** `https://RemoteStream`

See [Connecting to HTTP or HTTPS](https://docs.sync.cdata.com/26.4/en/connections/sources/storage-source-connection-types/http-connection-type.md) for details about setting your authentication scheme.

### IBM Object Storage Source

To connect to CSV resources on IBM Object Storage, specify these properties:

* **Connection Type:** Select **IBM Object Storage Source**.
* **URI:** Enter the name of your bucket and folder (for example, `ibmobjectstorage://Bucket1/RemotePath`).
* **Region:** Enter the region for your IBM instance (for example, **eu-gb**).
* **Api Key:** Enter the API key for your IBM Object Storage source. To obtain this key:
  1. Log in to your IBM Cloud account.
  2. Navigate to the **Platform API Keys** page.
  3. Click **Create an IBM Cloud API Key** (middle right corner) to create a new API key. This action opens a dialog.
  4. Specify a name for the API key name. Then, click **Create**.

     > [!NOTE]
     >
     > Save the API key somewhere because you cannot access it again from the dashboard.

See [Connecting to IBM Object Storage](https://docs.sync.cdata.com/26.4/en/connections/sources/storage-source-connection-types/ibm-object-storage-connection-type.md) for details about choosing your authentication scheme.

### OneDrive

To connect to CSV resources on OneDrive, specify these properties:

* **Connection Type:** Select **OneDrive**.
* **URI:** Enter the path to a folder that contains your CSV files (for example, `onedrive://RemotePath`).

See [Connecting to OneDrive](https://docs.sync.cdata.com/26.4/en/connections/sources/storage-source-connection-types/onedrive-connection-type.md) for details about choosing your authentication scheme.

### Oracle Cloud Storage

To connect to CSV resources on Oracle Cloud Storage, specify these properties:

* **Connection Type:** Select **OracleCloudStorage**.
* **URI:** Enter the name of your bucket and your folder (for example, `os://Bucket/RemotePath`).
* **Region:** Enter the hosting region for your S3-like web services.
* **Oracle Namespace:** Enter your Oracle cloud namespace.
* **Auth Scheme:** Use the default scheme, **HMAC**.
* **Access Key:** Enter your Oracle Cloud access key.
* **Secret Key:** Enter your Oracle Cloud secret key.

[Complete the remaining steps for establishing your connection.](#complete-your-connection)

### SFTP

To connect to CSV resources on an SFTP server, specify these properties:

* **Connection Type:** Select **SFTP**.
* **URI:** Enter the address of your server, followed by the path to your root folder (for example, `sftp://Server:Port/RemotePath`).
* **Auth Scheme:** Use the default scheme, **SFTP**.

See [Connecting to SFTP](https://docs.sync.cdata.com/26.4/en/connections/sources/storage-source-connection-types/sftp-connection-type.md) for details about choosing your SSH authentication mode.

### SharePoint Online

To connect to CSV resources on SharePoint Online, specify these properties:

* **Connection Type:** Select either **SharePoint Online REST** or **SharePoint Online SOAP**.
* **URI:** Enter a document library that contains CSV files (for example, `sprest://RemotePath`).
  * **SharePoint Online REST:** `sprest://RemotePath`
  * **SharePoint Online SOAP:** `spr://RemotePath`
* **Storage Base URL:** Enter the base URL for the SharePoint site. The following are examples of valid URLs:

  * [http://server/SharePoint/](http://server/SharePoint/)
  * [http://server/Sites/mysite/](http://server/Sites/mysite/)
  * [http://server:90/](http://server:90/)

  > [!NOTE]
  >
  > If the domain for this option ends in -my (for example, [https://bigcorp-my.sharepoint.com](https://bigcorp-my.sharepoint.com)) then you might need to connect through [OneDrive](#onedrive).

See [Connecting to SharePoint Online](https://docs.sync.cdata.com/26.4/en/connections/sources/storage-source-connection-types/sharepoint-online-connection-type.md) for details about choosing your authentication scheme.

## Complete Your Connection

To complete your connection:

1. Define advanced connection settings on the **Advanced** tab. (In most cases, though, you should not need these settings.)
2. If you authenticate with AzureAD or OAuth, click **Connect to Microsoft Excel** to connect to your Microsoft Excel account.
3. Click **Create & Test** to create your connection.

## More Information

For more information about interactions between CData Sync and Microsoft Excel, see
[Microsoft Excel Connector for CData Sync](https://cdn.cdata.com/help/RXN/synch/default.htm).


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