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Insert Record Task Excel

I'm trying to use "Insert a Record" task to insert event based information into an excel spreadsheet. I'm not having any luck having getting CRD to recognize the sheet and column names. Is this task only intended to insert records into a SQL table?

Any ideas for how what I may be doing wrong?

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    Johnathan Lucky Official comment


    Thanks for logging this query. The "Insert a Record" task is best reserved for adding records to a Database -- as in SQL, MS Access, Oracle, etc. Even though there may be an option to add an excel spreadsheet DSN to your ODBCs, this will not properly translate the insert statements which are written as SQL queries. You would be best served importing this excel document into an MS Access Database or SQL database, and then applying the insert task to that database. The only excel tasks currently available are "Manipulate Excel" (apply password and add properties), or Merge Excel files If you have any issues in this process, just let us know.

    Kind Regards,
    CSS Support

    -Hi Corey,

    I've set-up an access table to insert the records into. Currently just testing by insert the currenttime run from an automated schedule. When I test the task it inserts correctly, however it fails when executing through the schedule. I get the following error:

    Task Execution: DBInsert[Access_Insert] - [Microsoft][ODBC Microsoft Access Driver] '(unknown)' is not a valid path. Make sure that the path name is spelled correctly and that you are connected to the server on which the file resides.

    I'm thinking this is a permissions issue, but am not overly familiar with DSN permissions. Can you provide some guidance? or should I enter a support ticket?


    You are correct. This seems to be a permissions issue, if not on the CRD application (CRD.exe) than to the folder where the MS Access database is stored. Right Click both of these folders and make sure that in Properties, your user name has permission for full control in C:\Program Files (x86)\ChristianSteven\CRD as well as the stored location of the database.
    If those permissions are in place, the problem might be that the installation of CRD was not run as administrator. To remedy this, right click the installer (CRDSetupX.exe or CRDSetup.exe) and select Run as administrator. This should replace all of the necessary applications with elevated permissions to make sure you can use all of the program's functionality.

    If there is an issue beyond these, you may need to log a support ticket

    Corey W

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