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

This guide will show you how to easily migrate data from MS Excel to PostgreSQL through a few simple steps with ESF Database Migration Toolkit, simplifying the complex migration processes and saving you valuable time.

MS Excel vs. PostgreSQL:

Microsoft Excel is a powerful spreadsheet software developed by Microsoft, widely used for organizing, analyzing, and visualizing data. It offers a wide range of features including calculation, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications (VBA). Excel enables users to create complex formulas, perform data analysis, and generate professional-looking charts and graphs. It is extensively utilized in various fields such as finance, accounting, engineering, and data analysis for its versatility and ease of use.
PostgreSQL is a powerful, open-source relational database management system known for its reliability, robust feature set, and extensibility. It offers support for a wide range of data types, indexing techniques, and advanced features such as full-text search, JSON support, and geospatial data processing. With a strong emphasis on standards compliance and ACID compliance, PostgreSQL is widely used across various industries for handling complex data management tasks, from small-scale projects to large-scale enterprise applications. Its active community, frequent updates, and ecosystem of extensions contribute to its popularity and ongoing development.

Prerequisite:

Software Required:

DMToolkit_x64.zip (63.6 MiB)	64-bit Windows application for ESF Database Migration Toolkit 12.1.11 (2024-11-15). (md5: a84949cc910c4a07d21ff4357d9e3601)
DMToolkit_win32.zip (58.8 MiB)	32-bit Windows application for ESF Database Migration Toolkit 12.1.11 (2024-11-15). (md5: ef18fd0e4919646fdf27ee99ebb24026)

System Supported:
- Windows 7 or higher.
- MS Excel 97 or higher.
- PostgreSQL 7.x or higher.

Step by Step Wizard:

In "Choose a Data Source" dialog, Choose "Microsoft Excel(*.xls;*.xlsx)";
- Click on the "..." button.
- Choose the Microsoft Excel (.xls or .xlsx) file that you want to use as the destination for the migrated data.
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's important if the data contains non-ASCII characters e.g. German, French, Japanese.
- Select an existing database or input a new database name (click the 'Refresh' button to list all databases). If the target database does not exist, this tool will automatically create it during the migration process.
- Input/select the target PostgreSQL schema name (default is "public"), or press "Refresh Schema" button to list all schemas.
In "Select source Tables(s) & View(s)" dialog;
- Select the tables or views you want to migrate.
- You can access the table options or adjust the table structure by clicking the "..." button.
- In the "Field Mapping" option, you can customize the destination table's fields, such as field name, data type, default value, comment, and more. You also have the option to choose the data transfer method, including Overwrite Table, Empty Data, Append Data, or Skip Table, or even filter the data before transferring it.
In "Execution" Dialog;
- You can start the migration process by clicking "Submit". The toolkit will efficiently and seamlessly migrate your data from MS Excel to PostgreSQL without the need for manual intervention.
- To keep track of the migration process, you can access the full migration log by clicking "Browse Log". This will provide you with a comprehensive view of the entire migration, including any potential issues and their resolutions.
- To save time in the future, you can save the migration settings as a job file by clicking "Save as job". This allows you to quickly reload the migration job at a later time or run the migration job using the command-prompt by typing "dmtc.exe --help". The command-prompt provides you with a full list of parameters to customize the migration process to your specific needs.
Finished!

Upon completion, the toolkit will generate a comprehensive migration report, providing you with all the information you need to verify the accuracy and completeness of the migration process. So, you can sit back and relax while the program carries out the task efficiently. Should you have any inquiries or recommendations, don't hesitate to reach out to us. We're always happy to help.