SQL Server CSV Connector

In this article you will learn how to integrate CSV data to SQL Server without coding in just a few clicks (live / bi-directional connection to CSV). CSV Connector can be used to extract and output CSV data from Web URL/REST API web service calls (Web URL) or direct CSV String (variables or DB columns) or local CSV files data..

Using CSV Connector you will be able to connect, read, and write data from within SQL Server. Follow the steps below to see how we would accomplish that.

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Create Data Source in ZappySys Data Gateway based on ZappySys CSV Driver

  1. Download and install ZappySys ODBC PowerPack.

  2. Search for gateway in start menu and Open ZappySys Data Gateway:
    Open ZappySys Data Gateway

  3. Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
    ZappySys Data Gateway - Add User

  4. Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys CSV Driver. Finally, click OK.

    CSVDSN
    Native - ZappySys CSV Driver
    ZappySys Data Gateway - Add CSV Data Source

  5. Select Url or File.

    Read CSV API in SQL Server

    • Paste the following Url. In this example, We are using Zip format CSV File URL, but you need to refer your CSV File/URL.

      https://zappysys.com/downloads/files/test/cust-1.csv.zip
      Click on Test Connection button to view whether the Test Connection is SUCCESSFUL or Not. ZappySys ODBC Driver - Configure CSV Driver

    Read CSV File in SQL Server

    • You can use pass single file or multiple file path using wildcard pattern in path and you can use select single file by clicking [...] path button or multiple file using wildcard pattern in path.

      Note: If you want to operation with multiple files then use wild card pattern as below 
      (when you use wild card pattern in source path then system will treat target path as folder regardless you end with slash)
      
      C:\SSIS\Test\reponse.csv (will read only single reponse.csv file)
      C:\SSIS\Test\j*.csv (all files starting with file name j)
      C:\SSIS\Test\*.csv (all files with .csv Extension and located under folder subfolder)
      
      Click on Test Connection button to view whether the Test Connection is SUCCESSFUL or Not. ZappySys ODBC Driver - Configure CSV Driver

  6. Once you configured a data source, you can preview data. Hit Preview tab, and use similar settings to preview data:
    ZappySys ODBC Driver - Preview CSV Driver

  7. Click OK to finish creating the data source

  8. That's it; we are done. In a few clicks we configured the read the CSV data using ZappySys CSV Connector.

Read data in SQL Server from the ZappySys Data Gateway data source

  1. To read the data in SQL Server the first thing you have to do is create a Linked Server. Go to SQL Server Management Studio and configure it in a similar way: SSMS SQL Server Configure Linked Server

  2. Then click on Security option and configure username we created in ZappySys Data Gateway in one of the previous steps: SSMS SQL Server Configure Linked Server User Name

  3. Finally, open a new query and execute a query we saved in one of the previous steps:

    SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Products');

    SSMS SQL Server Query Data Results

Firewall settings

So far we have assumed that Gateway is running on the same machine as SQL Server. However there will be a case when ZappySys ODBC PowerPack is installed on a different machine than SQL Server. In such case you may have to perform additional Firewall configurations. On most computers firewall settings wont allow outside traffic to ZappySys Data Gateway. In such case perform following steps to allow other machines to connect to Gateway.

Method-1 (Preferred)

If you are using newer version of ZappySys Data Gateway then adding firewall rule is just a single click.

  1. Search for gateway in start menu and open ZappySys Data Gateway.
  2. Go to Firewall Tab and click Add Firewall Rule button like below. This will create Firewall rule to all Inbound Traffic on Port 5000 (Unless you changed it). Allow Inbound Traffic - Add Firewall Rule for ZappySys Data Gateway

Method-2 Here is another way to add / edit Inbound Traffic rule in windows firewall. Use below method if you choose to customize your rule (for advanced users).
  1. Search for Windows Firewall Advanced Security in start menu.
  2. Under Inbound Rules > Right click and click [New Rule] >> Click Next
  3. Select Port on Rule Type >> Click Next
  4. Click on TCP and enter port number under specified local port as 5000 (use different one if you changed Default port) >> Click Next
  5. Select Profile (i.e. Private, Public) >> Click Next
  6. Enter Rule name [i.e. ZappySys Data Gateway – Allow Inbound ] >> Click Next
  7. Click OK to save the rule
SQL Server Firewall Allow Inbound Data Gateway

OPENQUERY vs EXEC (handling larger SQL text)

So far we have seen examples of using OPENQUERY. It allows us to send pass-through query at remote server. The biggest limitation of OPENQUERY is it doesn't allow you to use variables inside SQL so often we have to use unpleasant looking dynamic SQL (Lots of tick, tick …. and escape hell). Well there is good news. With SQL 2005 and later you can use EXEC(your_sql) AT your_linked_server syntax . Disadvantage of EXEC AT is you cannot do SELECT INTO like OPENQUERY. Also you cannot perform JOIN like below in EXEC AT


    SELECT a.* FROM OPENQUERY(ls_json,'select * from value') a
    JOIN OPENQUERY(ls_json,'select * from value') b ON a.id=b.id;

However you can always do INSERT INTO MyTable EXEC(…) AT LINKEDSRV. So table must exists when you do that way. Here is how to use it. To use EXEC AT you must turn on RPC OUT option. Notice how we used variable in SQL to make it dynamic. This is much cleaner than previous approach we saw.

USE [master]
GO

EXEC master.dbo.sp_addlinkedserver @server = N'ls_Json', @srvproduct=N'', @provider=N'SQLNCLI', @datasrc=N'localhost,5000', @provstr=N'Network Library=DBMSSOCN;', @catalog=N'JsonApi';
EXEC master.dbo.sp_addlinkedsrvlogin @rmtsrvname=N'ls_Json',@useself=N'False',@locallogin=NULL,@rmtuser=N'tdsuser',@rmtpassword='########';
GO

EXEC sp_serveroption 'ls_Json', 'rpc out', true;
go

declare @tbl varchar(100)='$';
EXEC('select * from ' + @tbl ) AT ls_Json;

Here is the difference between OPENQUERY vs EXEC approaches: OPENQUERY vs EXEC

Create Custom Store Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Store Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

  1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
    ZappySys Driver - Add Store Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Store Procedure Name

  3. Select the created Store Procedure and write the your desired store procedure and Save it and it will create the custom store procedure in the ZappySys Driver:
    Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

    CREATE PROCEDURE [usp_get_orders]
        @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
     AS
        SELECT * FROM Orders where OrderDate >= '<@fromdate>';
    

    ZappySys Driver - Create Custom Store Procedure

  4. That's it now go to Preview Tab and Execute your Store Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:

    Exec usp_get_orders '1996-01-01';

    ZappySys Driver - Execute Custom Store Procedure

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

  1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

  4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
    Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here

    SELECT
      "ShipCountry",
      "OrderID",
      "CustomerID",
      "EmployeeID",
      "OrderDate",
      "RequiredDate",
      "ShippedDate",
      "ShipVia",
      "Freight",
      "ShipName",
      "ShipAddress",
      "ShipCity",
      "ShipRegion",
      "ShipPostalCode"
    FROM "Orders"
    Where "ShipCountry"='USA'

    ZappySys Driver - Create Custom Table

  5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:

    SELECT * FROM "vt__usa_orders_only"

    ZappySys Driver - Execute Custom Virtual Table Query

Conclusion

In this article we discussed how to connect to CSV in SQL Server and integrate data without any coding. Click here to Download CSV Connector for SQL Server and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Download CSV Connector for SQL Server Documentation 


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Download CSV Connector for SQL Server Documentation 

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