Microsoft Excel

Syncari maps your OneDrive or SharePoint folder structure directly into its unified data model.

A designated root folder acts as the database. Each subfolder represents an entity, and Excel workbooks within those subfolders contain the records for that entity. The first row in each worksheet defines the schema, while subsequent rows represent individual records.

If multiple Excel files exist within the same subfolder, Syncari treats them as partitions of a single entity. All files must share consistent column headers, and their data is automatically combined during synchronization.

Schema is automatically discovered from Excel headers and continuously synced as structures evolve. Syncari then applies transformations, deduplication, enrichment, and governance policies before activating clean data across downstream systems, ensuring Excel data is trusted, consistent, and AI-ready.

Supported Objects and Workflow

Syncari supports full lifecycle data operations across Excel-based datasets:

• Automatic schema discovery and synchronization from worksheet headers
• Full CRUD (Create, Read, Update, Delete) operations on rows
• Support for OneDrive and SharePoint storage locations
• Multi-file entity modeling (partitioned datasets across multiple workbooks)
• Real-time, multi-directional synchronization across systems

Each column in a worksheet is mapped as a field within a Syncari entity and can be used in pipelines, transformations, workflows, and automation inside Sync Studio.

Syncari enforces governance, data quality rules, and conflict resolution across updates, ensuring a single, trusted view of spreadsheet data across your ecosystem. This aligns with modern MDM principles of creating a unified, governed data foundation for enterprise decision-making.

Unique Identifier

Each Excel row is treated as a record and requires a unique identifier for reliable synchronization.

You can define this in one of the following ways:

• SyncariId column (recommended):
  Add a column named SyncariId with unique values for each row. This ensures stability even if rows are reordered.
• Schema-defined ID field:
  Mark an existing column as the primary ID within Schema Studio.
• Default behavior:
  If no ID is defined, Syncari generates one using the workbook name and row number. This method is position-based and may break if rows are inserted or reordered.

Get started with Syncari for Microsoft Excel

Try Syncari today or follow the full setup guide to connect and govern your Excel data across systems:
→ https://support.syncari.com/hc/en-us/articles/47333059201428-Microsoft-Excel-Setup