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Toad Data Point 6.4.1 - Release Notes

Import/Export Wizard support for CSV and Excel files stored to SharePoint Online server

Toad Data Point 6.4.1 introduces the ability to import or export data directly from and to SharePoint Online Server using the Import/Export Wizard.

Exporting data to SharePoint Online Server (CSV or Excel files)

This guide walks you through exporting data to CSV or Excel files stored on SharePoint Online Server.

1. Launch the Export Wizard

2. Select Output Format

• Choose either Comma Separated Values (CSV) or Microsoft Excel as your output format



 

3. Choose a SharePoint Online file option in the Select File Destination step

• From the File Sources drop-down list, select SharePoint Online file

4. Select or create a SharePoint Online Server connection

Note: Based on the chosen Output format, only connection to that type will be listed – if it is Excel selected, only the Excel connections will be listed.

If you have an existing SharePoint Online Server connection:

• Click the Eclipse button (...) in the Select a connection field

• Choose your connection from the list

• Click Next to continue


If you need to create a new connection:

• Click Create to open the Connection dialog

• In the Connection group, select either Microsoft Excel or CSV file, depending on your export format



• In the File source drop-down, choose SharePoint Online file



 

• Fill in the required connection parameters:

o SharePoint URL

o Client Id

o Tenant Id

o Client Secret

• Select a file from the SharePoint Online Server




 

Note: Since the Excel connection is selected, only Excel files will be listed. If you choose the CSV connection, only the CSV files will be listed.

• Click Connect


 

Your new connection is automatically saved and will appear in the Navigation or Connection Manager tab for future use.

Note: A file must be specified to establish the connection, but you can change it or create a new one in the next step, the Select Output Options step.

5. Specify an Excel or CSV file to export your data

After a successful connection, you'll reach the Select Output Options step. You can:

o Choose an existing file on the SharePoint Online Server (already specified through connection, or you can choose a different one) or

o Create a new file directly from this interface


To create a new file:

1. Click the Eclipse button at the end of the Excel file field


 

2. Select folder where you want to save an Excel or CSV file on SharePoint Online Server and in the File name field, type the desired name for your new file

3. Click OK to proceed


 

4. The data will be exported into this new file on SharePoint Online Server

 

Continue through the wizard to finalize and complete your data export.

 

Importing data from SharePoint Online Server (CSV or Excel files)

This guide walks you through importing data from CSV or Excel files stored on SharePoint Online Server.

1. Launch the Import Wizard

2. Select Add file option


3. Choose a SharePoint Online file option in the Select File Source step

• From the File Sources drop-down list, select SharePoint Online file



4. Select or create a SharePoint Online Server connection

If you have an existing SharePoint Online Server connection:

• Click the Eclipse button (...) in the Select a connection field

• Choose your connection from the list

• Click Next to continue


 

If you need to create a new connection:

• Click Create to open the Connection dialog

• In the Connection group, select either Microsoft Excel or CSV file, depending on your export format


 

• In the File source drop-down, choose SharePoint Online file


 

• Fill in the required connection parameters:

o SharePoint URL

o Client Id

o Tenant Id

o Client Secret

• Select a file from the SharePoint Online Server



• Click Connect



 

Your new connection is automatically saved and will appear in the Navigation or Connection Manager tab for future use.

Continue through the wizard to finalize and complete your data import.

No matter if you export or import data, once done, your data will be available in the specified database - ready to share, analyze, or integrate.

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