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Transfer Data from Excel to Alfresco

This article explains how to transfer data from Excel to Alfresco using the Excel Add-In for Alfresco.

The CData Excel Add-In for Alfresco enables you to edit and save Alfresco data directly from Excel. This article explains how to transfer data from Excel to Alfresco. This technique is useful if you want to work on Alfresco data in Excel and update changes, or if you have a whole spreadsheet you want to import into Alfresco. In this example, you will use the Alfresco 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 Alfresco connection by clicking From Alfresco on the ribbon.

To connect to Alfresco, the following connection properties must be supplied: User, Password, and InstanceUrl. User and Password correspond to the login credentials that you use to access Alfresco in a web browser. InstanceUrl corresponds to the Alfresco instance you will be querying. For instance, if you expect your queries to hit, you should supply for InstanceUrl.

Retrieve Data from Alfresco

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

  1. Click the From Alfresco button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Alfresco 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 Alfresco

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, =MyAlfrescoSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Alfresco, 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 Alfresco sheet.
  3. Highlight the rows you want to insert and click the Insert 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.