FTP/SFTP CSV File Connector for PowerShell

In this article you will learn how to integrate FTP/SFTP CSV File data in PowerShell without coding in just a few clicks (live / bi-directional connection to FTP/SFTP CSV File). FTP/SFTP CSV File Connector can be used to read CSV Files stored on FTP Sites (Classic FTP, SFTP or FTPS). Using this you can easily read FTP/SFTP CSV File data. It's supports latest security standards, and optimized for large data files. It also supports reading compressed files (e.g. GZip /Zip)..

Using FTP/SFTP CSV File Connector you will be able to connect, read, and write data from within PowerShell. Follow the steps below to see how we would accomplish that.

Download Documentation

Create ODBC Data Source (DSN) based on ZappySys SFTP CSV Driver

Step-by-step instructions

To get data from FTP/SFTP CSV File using PowerShell we first need to create a DSN (Data Source) which will access data from FTP/SFTP CSV File. We will later be able to read data using PowerShell. Perform these steps:

  1. Install ZappySys ODBC PowerPack.

  2. Open ODBC Data Sources (x64):
    Open ODBC Data Source

  3. Create a User Data Source (User DSN) based on ZappySys SFTP CSV Driver

    ZappySys SFTP CSV Driver
    Create new User DSN for ZappySys SFTP CSV Driver
    You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version.
  4. Create and configure a connection for the FTP/SFTP storage account.

    Create FTP/SFTP Storage Connection
  5. You can use select your desired single file by clicking [...] path button.

    mybucket/dbo.tblNames.csv
    dbo.tblNames.csv
    Read FTP/SFTP CSV File data


    ----------OR----------

    You can also read the multiple files stored in FTP/SFTP Storage using wildcard pattern supported e.g. dbo.tblNames*.csv.

    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)
    
    mybucket/dbo.tblNames.csv (will read only single .CSV file)
    mybucket/dbo.tbl*.csv (all files starting with file name)
    mybucket/*.csv (all files with .csv Extension and located under folder subfolder)
    

    mybucket/dbo.tblNames*.csv
    Use wildcard pattern .* to read multiple FTP/SFTP Files data


    ----------OR----------

    You can also read the zip and gzip compressed files also without extracting it in using FTP/SFTP CSV Source File Task.

    mybucket/dbo.tblNames*.gz
    Reading zip and gzip compressed files (stream mode)
  6. Navigate to the Preview Tab and let's explore the different modes available to access the data.

    1. --- Using Direct Query ---

      Click on Preview Tab, Select Table from Tables Dropdown and select [value] and click Preview.
      ZappySys ODBC Driver - Preview Data
    2. --- Using Stored Procedure ---

      Note : For this you have to Save ODBC Driver configuration and then again reopen to configure same driver. For more information click here.
      Click on the Custom Objects Tab, Click on Add button and select Add Procedure and Enter an appropriate name and Click on OK button to create.
      ZappySys ODBC Driver - Custom Objects
      1. --- Without Parameters ---

        Now Stored Procedure can be created with or without parameters (see example below). If you use parameters then Set default value otherwise it may fail to compilation)
        ZappySys ODBC Driver : Without Parameters
      2. --- With Parameters ---

        Note : Here you can use Placeholder with Paramters in Stored Procedure. Example : SELECT * FROM $ WHERE OrderID = '<@OrderID, FUN_TRIM>' or CustId = '<@CustId>' and Total >= '<@Total>'
        ZappySys ODBC Driver : With Parameters
    3. --- Using Virtual Table ---

      Note : For this you have to Save ODBC Driver configuration and then again reopen to configure same driver. For more information click here.

      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 Buckets with slight variations you can create virtual tables with just URL as Parameter setting).

      vt__Customers
      DataPath=mybucket_1/customers.csv
      
      vt__Orders
      DataPath=mybucket_2/orders.csv
      
      vt__Products
      DataPath=mybucket_3/products.csv
      
      1. Click on the Custom Objects Tab, Click on Add button and select Add Table and Enter an appropriate name and Click on OK button to create.
        ZappySys ODBC Driver - Custom Objects
      2. Once you see Query Builder Window on screen Configure it.
        ZappySys ODBC Driver - Custom Objects : Virtual Table Query Builder
      3. Click on Preview Tab, Select Virtual Table(prefix with vt__) from Tables Dropdown or write SQL query with Virtual Table name and click Preview.
        ZappySys ODBC Driver - Custom Objects : Virtual Table Query Execute

  7. Click OK to finish creating the data source

  8. That's it; we are done. In a few clicks we configured the to Read the FTP/SFTP CSV File data using ZappySys FTP/SFTP CSV File Connector

Read FTP/SFTP CSV File Connector data in PowerShell

Sometimes, you need to quickly access and work with your FTP/SFTP CSV File Connector data in PowerShell. Whether you need a quick data overview or the complete dataset, this article will guide you through the process. Here are some common scenarios:

Viewing data in a terminal
  • Quickly peek at FTP/SFTP CSV File Connector data
  • Monitor data constantly in your console
Saving data to a file
  • Export data to a CSV file so that it can be sliced and diced in Excel
  • Export data to a JSON file so that it can ingested by other processes
  • Export data to an HTML file for user-friendly view and easy sharing
  • Create a schedule to make it an automatic process
Saving data to a database
  • Store data internally for analysis or for further ETL processes
  • Create a schedule to make it an automatic process
Sending data to another API
  • Integrate data with other systems via external APIs

In this article, we will delve deeper into how to quickly view the data in PowerShell terminal and how to save it to a file. But let's stop talking and get started!

Reading individual fields

  1. Open your favorite PowerShell IDE (we are using Visual Studio Code).
  2. Then simply follow these instructions:
    "DSN=FtP/SftpcsvFileConnectorDSN"
    Read API data with PowerShell using ODBC DSN in Visual Code

    For your convenience, here is the whole PowerShell script:

    # Configure connection string and query
    $connectionString = "DSN=FtP/SftpcsvFileConnectorDSN"
    $query = "SELECT * FROM Customers"
    
    # Instantiate OdbcDataAdapter and DataTable
    $adapter = New-Object System.Data.Odbc.OdbcDataAdapter($query, $connectionString)
    $table = New-Object System.Data.DataTable
    
    # Fill the table with data
    $adapter.Fill($table)
    
    # Since we know we will be reading just 4 columns, let's define format for those 4 columns, each separated by a tab
    $format = "{0}`t{1}`t{2}`t{3}"
    
    # Display data in the console
    foreach ($row in $table.Rows)
    {
        # Construct line based on the format and individual FTP/SFTP CSV File Connector fields
        $line = $format -f ($row["CustomerId"], $row["CompanyName"], $row["Country"], $row["Phone"])
        Write-Host $line
    }
    
    Access specific FTP/SFTP CSV File Connector table field using this code snippet:
    $field = $row["ColumnName"]
    You will find more info on how to manipulate DataTable.Rows property in Microsoft .NET reference.
    For demonstration purposes we are using sample tables which may not be available in FTP/SFTP CSV File Connector.
  3. To read values in a console, save the script to a file and then execute this command inside PowerShell terminal: Read API data in PowerShell using ODBC DSN
    You can also use even a simpler command inside the terminal, e.g.:
    . 'C:\Users\john\Documents\dsn.ps1'

Retrieving all fields

However, there might be case, when you want to retrieve all columns of a query. Here is how you do it:

"DSN=FtP/SftpcsvFileConnectorDSN"
Read all API columns from ODBC data source in PowerShell

Again, for your convenience, here is the whole PowerShell script:

# Configure connection string and query
$connectionString = "DSN=FtP/SftpcsvFileConnectorDSN"
$query = "SELECT CustomerId, CompanyName, Country, Phone FROM Customers"

# Instantiate OdbcDataAdapter and DataTable
$adapter = New-Object System.Data.Odbc.OdbcDataAdapter($query, $connectionString)
$table = New-Object System.Data.DataTable

# Fill the table with data
$adapter.Fill($table)

# Display data in the console
foreach ($row in $table.Rows) {
    $line = ""
    foreach ($column in $table.Columns) {
        $value = $row[$column.ColumnName]

        # Let's handle NULL values
        if ($value -is [DBNull])
        {
            $value = "(NULL)"
        }
        $line += $value + "`t"
    }
    Write-Host $line
}
You can limit the numbers of lines to retrieve by using a LIMIT keyword in the query, e.g.:
SELECT * FROM Customers LIMIT 10

Using a full ODBC connection string

In the previous steps we used a very short format of ODBC connection string - a DSN. Yet sometimes you don't want a dependency on an ODBC data source (and an extra step). In those times, you can define a full connection string and skip creating an ODBC data source entirely. Let's see below how to accomplish that in the below steps:

  1. Open ODBC data source configuration and click Copy settings:
    ZappySys SFTP CSV Driver - FTP/SFTP CSV File Connector
    FTP/SFTP CSV File Connector can be used to read CSV Files stored on FTP Sites (Classic FTP, SFTP or FTPS). Using this you can easily read FTP/SFTP CSV File data. It's supports latest security standards, and optimized for large data files. It also supports reading compressed files (e.g. GZip /Zip).
    FtP/SftpcsvFileConnectorDSN
    Copy ODBC connection string to use in PowerShell
  2. The window opens, telling us the connection string was successfully copied to the clipboard: Successful ODBC connection string copying
  3. Then just paste the connection string into your script: Paste ODBC connection string in PowerShell to read API data
  4. You are good to go! The script will execute the same way as using a DSN.

Have in mind that using a full connection string has length limitations.

Proceed to the next step to find out the details.

Limitations of using a full connection string

Despite using a full ODBC connection string may be very convenient it comes with a limitation: it's length is limited to 1024 symbols. It usually happens when API provider generates a very long Refresh Token when OAuth is at play. If it happens you use such API, you may get this error:

"Connection string exceeds maximum allowed length of 1024"

But there is a solution to this by storing the Refresh Token in a file instead of directly in ODBC connection string. Follow the steps below to achieve this.

  1. Open your ODBC data source
  2. Hit Advanced tab and enter a file path:
    ZappySys SFTP CSV Driver - FTP/SFTP CSV File Connector
    FTP/SFTP CSV File Connector can be used to read CSV Files stored on FTP Sites (Classic FTP, SFTP or FTPS). Using this you can easily read FTP/SFTP CSV File data. It's supports latest security standards, and optimized for large data files. It also supports reading compressed files (e.g. GZip /Zip).
    FtP/SftpcsvFileConnectorDSN
    Configure Refresh Token in ODBC data source

    If you cannot find the Advanced tab, try looking for Click to Configure link in Properties tab, under URL text box. Click it, and then configure the file path in OAuth Grant Options tab.

  3. Then click Copy settings button to copy a full connection string and paste it into your script.
  4. Before using it we still have to shorten it manually like this: Shorten ODBC connection string to read API data in PowerShell
  5. Our troubles are over, now you should be able to execute the script with no problems.

Write FTP/SFTP CSV File Connector data to a file in PowerShell

Save data to a CSV file

Export data to a CSV file so that it can be sliced and diced in Excel:

# Configure connection string and query
$connectionString = "DSN=FtP/SftpcsvFileConnectorDSN"
$query = "SELECT * FROM Customers"

# Instantiate OdbcDataAdapter and DataTable
$adapter = New-Object System.Data.Odbc.OdbcDataAdapter($query, $connectionString)
$table = New-Object System.Data.DataTable

# Fill the table with data
$adapter.Fill($table)

# Export table data to a file
$table | ConvertTo-Csv -NoTypeInformation -Delimiter "`t" | Out-File "C:\Users\john\saved-data.csv" -Force

Save data to a JSON file

Export data to a JSON file so that it can ingested by other processes (use the above script, but change this part):

# Export table data to a file
$table | ConvertTo-Json | Out-File "C:\Users\john\saved-data.json" -Force

Save data to an HTML file

Export data to an HTML file for user-friendly view and easy sharing (use the above script, but change this part):

# Export table data to a file
$table | ConvertTo-Html | Out-File "C:\Users\john\saved-data.html" -Force
Check useful PowerShell cmdlets other than ConvertTo-Csv, ConvertTo-Json, and ConvertTo-Html for other data manipulation scenarios.

Advanced topics

Create Custom Stored 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 Stored 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 Stored Procedure

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

  3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored 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 Stored Procedure

  4. That's it now go to Preview Tab and Execute your Stored 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 Stored Procedure

  5. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
    As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.

    SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

    ZappySys Driver - Generate SQL Server Query

  6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

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.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

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

  6. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
    As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.

    SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

    ZappySys Driver - Generate SQL Server Query

  7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

Conclusion

In this article we discussed how to connect to FTP/SFTP CSV File in PowerShell and integrate data without any coding. Click here to Download FTP/SFTP CSV File Connector for PowerShell 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 FTP/SFTP CSV File Connector for PowerShell Documentation 

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