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CSV file from SFTP server to Microsoft SQL database update

This process will read a CSV file which contains the data to be updated in the Microsoft SQL database from an SFTP server.

Template

Prerequisites

This template assumes that the following prerequisites are in place:

  • The SFTP server user should have the permissions to connect and access the files that Frends needs to download.
  • The Frends agent has access to the MicrosoftSQL database where the data will be insert and the necessary permissions to perform the insert.

Implementation and Usage Notes

This template only performs updates to a table in a Microsoft SQL database specified in the Process Variables.

The input CSV file should contain the data to be updated, the headers of the CSV file must match the column names in the table that is to be updated.

The Process Variable RowIdentifier must be set to the name of the table column that will uniquely indentify the row to be updated. This will be used for the WHERE clause of the update query.

Example CSV data

email;address1;address2;state;phone;lastname;title
dave21@frends.com;1440 River Drive;" #100";CA;123456789;Twenty-One;Mr
dave51@frends.com;1990 River Drive;" #101";NH;123456789;Fifty-One;Mr
dave52@frends.com;1991 River Drive;" #101";NY;123456789;Fifty-Two;Master
dave53@frends.com;1992 River Drive;" #101";NY;123456789;Fifty-Three;Master

Error Handling

This template does not handle transient errors separately, however the connection to the SFTP server and MicrosoftSQL database are retried three time before failing.

The template does not handle any SQL errors that may occur.

Template Process Variables

FilePath Path to CSV input data file.
FileName Name of CSV input data file.
ServerAddress SFTP server address
ServerUser SFTP server user.
ServerPassword 🗝SFTP server user's password.
ConnectionString 🗝Database connection string.
RowIndentifier Column name in dthe database that identifies individual rows.
TableName Name of database table to be updated