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Transfer Data from Excel to CSV

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

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

The DataSource property must be set to a valid local folder name.

Also, specify the IncludeFiles property to work with text files having extensions that differ from .csv, .tab, or .txt. Specify multiple file extensions in a comma-separated list. You can also set Extended Properties compatible with the Microsoft Jet OLE DB 4.0 driver. Alternatively, you can provide the format of text files in a Schema.ini file.

Set UseRowNumbers to true if you are deleting or updating in CSV. This will create a new column with the name RowNumber which will be used as key for that table.

Retrieve Data from CSV

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

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

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, =MyCustomerSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to CSV, 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 Customer 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.