FTP/SFTP XML File Connector for MS Excel In this article you will learn how to integrate FTP/SFTP XML File data in MS Excel without coding in just a few clicks (live / bi-directional connection to FTP/SFTP XML File). FTP/SFTP XML File Connector can be used to read XML Files stored on FTP Sites (Classic FTP, SFTP or FTPS). Using this you can easily read FTP/SFTP XML 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 XML File Connector you will be able to connect, read, and write data from within MS Excel. Follow the steps below to see how we would accomplish that. Download Documentation The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. ODBC PowerPack - System Requirements and Installation Getting Started - Using ODBC PowerPack ODBC API Driver Help File

Connect to FTP/SFTP XML File Connector in other apps Connect to FTP/SFTP XML File in SSIS Connect to FTP/SFTP XML File in SQL Server Connect to FTP/SFTP XML File in Power BI Connect to FTP/SFTP XML File in SSRS Connect to FTP/SFTP XML File in Informatica Connect to FTP/SFTP XML File in MS Access Connect to FTP/SFTP XML File in SSAS Connect to FTP/SFTP XML File in C# Connect to FTP/SFTP XML File in Python Connect to FTP/SFTP XML File in JAVA Connect to FTP/SFTP XML File in Tableau Connect to FTP/SFTP XML File in SAP Crystal Reports Connect to FTP/SFTP XML File in Azure Data Factory (Pipeline) Connect to FTP/SFTP XML File in Azure Data Factory (SSIS) Connect to FTP/SFTP XML File in Talend Studio Connect to FTP/SFTP XML File in UiPath Connect to FTP/SFTP XML File in PowerShell Connect to FTP/SFTP XML File in ODBC

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

Step-by-step instructions

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

1. Install ZappySys ODBC PowerPack.

2. Open ODBC Data Sources (x64):
   

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

   ZappySys SFTP XML 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.

   

5. You can use select your desired single file by clicking [...] path button.

   mybucket/dbo.tblNames.xml

   dbo.tblNames.xml

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

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

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

   mybucket/dbo.tblNames*.xml

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

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

   mybucket/dbo.tblNames*.gz

   

6. Now select/enter Path expression in Path textbox to extract only specific part of XML string as below ($.value[*] will get content of value attribute from XML document. Value attribute is array of XML documents so we have to use [*] to indicate we want all records of that array)
   

   NOTE: Here, We are using our desired filter, but you need to select your desired filter based on your requirement.
   Go to Preview Tab.
   

7. 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.
      

   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.
      

      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)
         
         

      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>'
         

   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.xml
      
      vt__Orders
      DataPath=mybucket_2/orders.xml
      
      vt__Products
      DataPath=mybucket_3/products.xml
      

      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.
         
      2. Once you see Query Builder Window on screen Configure it.
         
      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.
         

8. Click OK to finish creating the data source

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

Read data in Excel from the DSN

1. In Excel click Data, then select Get Data, proceed with From Other Sources and choose From ODBC item. This will get data from ODBC data source we created:
   

2. A small window opens, then simply select the data source you created in previous steps:

   FtP/SftpxmlFileConnectorDSN

   

3. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

   FtP/SftpxmlFileConnectorDSN

   

4. Finally, you will be asked to select a table or view to get data from. Select one and load the data!
   

5. Finally, finally, use data extracted from FTP/SFTP XML File Connector API in an Excel worksheet:
   

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:
   

2. Enter the desired Procedure name and click on OK:
   

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>';
   

   
   

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';

   
   

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''')

   
   

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.
   

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:
   

2. Enter the desired Table name and click on OK:
   

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'

   
   

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"

   
   

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''')

   
   

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.
   

Conclusion

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

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