Microsoft Excel is a commonly spreadsheet program for managing and analyzing numerical data. You can use Microsoft Excel as a source for your Data Syncs by following the instructions below.

Example use case

You have an Excel spreadsheet that contains your Employee information. You want to use a batch sync to pull this info into a Cinchy table and liberate your data.

The Excel source supports batch syncs.

The Excel source doesn't support Binary data types.

Info tab

You can find the parameters in the Info tab below (Image 1).




Mandatory. Input a name for your data sync

Employee Sync


Optional. Review our documentation on Variables here for more information about this field. When uploading a local file, set this to @filepath.



Data syncs are role based access systems where you can give specific groups read, write, execute, and/or all of the above with admin access. Inputting at least an Admin Group is mandatory.

Source tab

The following table outlines the mandatory and optional parameters you will find on the Source tab (Image 2).

The following parameters will help to define your data sync source and how it functions.


(Sync) Source

Mandatory. Select your source from the drop down menu.

Delimited File


The location of the source file. Either a Local upload, Amazon S3, or Azure Blob Storage The following authentication methods are supported per source: Amazon S3: Access Key ID/Secret Access Key Azure Blob Storage: Connection String


Sheet Name

Mandatory. The name of the sheet that you want to sync.

Employee Info

Header Rows to Ignore

Mandatory. The number of records from the top of the file to ignore before the data starts (includes column header).


Footer Rows to Ignore

Mandatory. The number of records from the bottom of the file to ignore.



Mandatory. The path to the source file to load. To upload a local file, you must first insert a Variable in the Info tab of the connection (ex: `filepath`). Then, you would reference that same value in this location (Ex: @Filepath). This will then trigger a File Upload option to import your file.



This field defines the authentication type for your data sync. Cinchy supports "Access Key" and "IAM" role. When selecting **Access Key**, you must provide the key and key secret. When selecting **IAM role**, a new field will appear for you to paste in the role's Amazon Resource Name (ARN). You also must ensure that:

Test Connection

You can use the "Test Connection" button to ensure that your credentials are properly configured to access your source.

If configured correctly, a "Connection Successful" pop-up will appear.

If configured incorrectly, a "Connection Failed" pop-up will appear along with a link to the applicable error logs to help you troubleshoot.

Next steps

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