Open Data Sync and connect to the New Customer Data CSV file. You can do this by either drag and dropping the file from your file explorer:
Or by going to
Connect Data Source >
Text Files >
CSV File and then locate your file under
To create a new SQL table to connect to, go to
Create SQL Table.
Follow through the wizard to connect to your SQL Server.
Then choose the database and type in a name to create your SQL Table.
At the end of the wizard you will have the option to save the connection to the SQL Server in your Connection Library. Type in a name for your connection and then click
Add and remove columns from the schema as you wish and ensure that you select a key column. This must be unique but can be a combination of columns if a single unique column is not available.
Please also check that the data types are correct, changing these where required.
Once the schema map has been configured click
Compare A -> B to view the results (what will be synchronised to your SQL table.)
Once you are happy click
Synchronise and then
Start to begin the synchronisation.
To check that your sync was successful run the comparison again, we should now see 0 results being returned.
Your data has successfully been added to your new SQL table.