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Microsoft Excel SFTP Push Connector

Uploading an Excel File Using an SFTP Client

You can upload an Excel file to a Domo SFTP server using an SFTP client. These instructions show you how to do this using the FileZilla SFTP client (https://filezilla-project.org). For instructions about uploading files using other SFTP clients, read the documentation for your chosen client or do a Google search.

To send an Excel file to a Domo SFTP server using FileZilla,

  1. Configure the Excel connector in Domo by following the instructions under Connecting to Your Excel File

  2. Move your .pem file into a directory on your machine.
    In this example we use the /sftp directory.

  3. Create a Excel file in the /sftp directory with the same name as the new DataSet's ID (which you can find in the How to Upload tab in the Details view for the DataSet).
    For example, if your DataSet ID was cb4ba6a0-0934-440f-8572-1253b9f7525a, the Excel filename would be cb4ba6a0-0934-440f-8572-1253b9f7525a.Excel

  4. In FileZilla, create a new site in the Site Manager. 

  5. In the General tab, configure settings as follows:
     

    For this setting...

    ...do this

    Host

    Enter the Host name URL found in the How to Upload tab in the Details view for the DataSet.

    Port

    Enter 22.

    Protocol

    Select SFTP.

    Logon Type

    Select Key file.

    User

    Enter the value next to User name in the How to Upload tab in the details view for the DataSet.

    Key file

    Locate your .pem key in the file browser.

  6. Open the connection to the site you just configured.

  7. Drag the Excel file you want to upload from the Local file window to the Remote site window.


     

  8. Close the connection or quit FileZilla.

You should now see the file being uploaded into Domo.

Uploading an Excel File Using the Command Line

You can send an Excel file to a Domo SFTP server using a command line client. These instructions are specific to Mac/Linux systems and may not work on Windows.

To send an Excel file to a Domo SFTP server using the command line,

  1. Configure the Excel connector in Domo by following the instructions under Connecting to Your Excel File

  2. Move your .pem file into a directory on your machine.
    In this example we use the /sftp directory.

  3. Create a Excel file in the /sftp directory with the same name as the new DataSet's ID (which you can find in the How to Upload tab in the details view for the DataSet).
    For example, if your DataSet ID was cb4ba6a0-0934-440f-8572-1253b9f7525a, the Excel filename would be cb4ba6a0-0934-440f-8572-1253b9f7525a.Excel

  4. In the /sftp directory, connect to the SFTP server using this command:

    sftp –i domosftpkey.pem username@mycompany.import.domo.com

    where username is the value corresponding to User name in the How to Upload tab, domosftpkey.pem is the name of your key, and mycompany is your Domo domain (i.e. the portion of the URL of your Domo instance immediately following http://). 

  5. Use this command to upload the Excel file:

    put cb4ba6a0-0934-440f-8572-1253b9f7525a.Excel

  6. Exit the server by entering quit.

    When you exit the server, you will see your file being processed in Domo.

There is a possibility you will see the following message when you try to connect to the server:

If this occurs, run the following command then try connecting again:

chmod 600 /sftp/domosftpkey.pem

where domosftpkey.pem is the name of your key.

Uploading a Excel File Using a Third-Party Service

You can send an Excel file to a Domo SFTP server using any of various third-party services. These instructions show you how to deliver analytics reports using Adobe Analytics. For instructions about uploading files using other services, peruse the documentation for those services or do a Google search.

To send an Adobe Analytics Excel file to a Domo SFTP server,

  1. Configure the Excel connector in Domo by following the instructions under Connecting to Your Excel File. Make sure you set the following options:

    • Under Generate or Select Key, choose the Use my own key option. Then paste the RSA public key you received from Adobe in the text field.

    • Under Parsing Options...

      • Set the delimiter to Comma.

      • Leave Includes Header Row checked unless you have it set up to not include one in Adobe.

  2. Switch to Adobe Analytics and log into your account.

  3. Navigate to Tools > Data Warehouse.


     

  4. In the Data Warehouse Request tab, enter all the parameters needed to define the report you want to send to Domo. These parameters include Request NameReporting DateSegmentsItemsBreakdownsMetrics, etc.


     

  5. In the Schedule Delivery section at the bottom of the page, click Advanced Delivery Options.


     

  6. Set delivery options as follows:

    For this option...

    ...do this

    Report file name

    Select Custom, then enter the Domo DataSet ID in the text field with a .Excelextension. 

    Report Format

    Select Excel.

    Report Destination

    Select FTP. Then enter information in the fields as follows:

    Host

    sftp://hostname (as listed on the How to Upload tab in Domo; for example sftp://modocorp.import.domo.com)

    Port

    22

    Directory

    Enter the Username value found in the How to Upload tab in Domo.

    Username

    Enter the Username value found in the How to Upload tab in Domo.

    Password

    Leave this blank. Adobe will use the RSA public key you entered in step 1 above.

    Optionally, you can also click the Scheduling Options tab to specify a one-time immediate delivery or a recurring schedule.



     

  7. Once you have specified all advanced delivery options, click Send.
    You are taken back to the Data Warehouse Request page.

  8. Click Request this Report to save all your settings.

Adobe now queues the report and delivers it to Domo when ready. It may take some time for Adobe to complete the request.