Migrating data from Microsoft Excel(*.xls; *.xlsx) spreadsheets to PostgreSQL

Requirements:

  • ESF Database Migration Toolkit DL.
  • Microsoft Windows XP or higher.
  • Microsoft Excel 97 or higher.
  • PostgreSQL 7.x or higher.

Introduction:

1. In "Choose a Data Source" dialog, Choose "Microsoft Excel(*.xls)" or "Microsoft Excel 2007-2016 (*.xlsx)";

  • Press "..." button to select the Microsoft Excel(.xls or .xlsx) spreadsheets file.
  • Microsoft Excel

2. In "Choose a Destination" dialog, choose "PostgreSQL";

  • Input the server name (default: localhost) and port (default: 5432).
  • Input the username (default is "postgres") and its password.
  • Select the target database character set (default is "UTF8"), it is very important if the data containts Non-Ascii characters e.g. German, French, Japanese.
  • Press "Refresh Database" button to list all databases, you can choose an existing database or enter a new database name, this toolkit automatically create the new database during the migration process.
  • Input/select the target PostgreSQL schema name (default is "public"), or press "Refresh Schema" button to list all schemas.
    PostgreSQL

3. In "Select source Tables(s) & View(s)" dialog

  • Select the tables/views which will be migrated.
    Select Tables&Views
  • Click "..." to set the table options or remap the table structure.
    Transform
  • You can set the data transfer method (Overwrite Table/Empty Data/Append Data/Skip Table) or filter the data before transferring.
  • Choose "Field Mapping" option, you can redefine the fields in the destination table, e.g.: field name, data type, default value, comment and also.

4. In "Execution" Dialog;

  • Click "Submit" to begin the migration, this toolkit will help you quickly migrate data from Microsoft Excel(*.xls; *.xlsx) spreadsheets to PostgreSQL without intervention.
    Execute
  • Click "Browse Log" to visit the full migration log.
  • Click "Save as job" to save the migration settings to a job file, so you can "Load Job" to quickly reload the migration job in the future or run the migration job via command-prompt. Run "esfdbcv --help" in command-prompt to get the full command parameters.

5. Finished!

If you have any questions or suggestions, please contact us. Thank you for your time!

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