MS Access and Excel Migration Tool

MS Office is a very powerful and popular tool to satisfy your business and personal needs. MS Access helps you to build databases and MS Excel is an excellent way to maintain spreadsheet data. One of the drawbacks in using any desktop application is, when you use it over a period of time and have large data, data portability becomes difficult. It gets stuck to the PC in which the file/application is in. Sharing and collaboration may not be easy too. More often MS Access database require a interface to enter the data and use PHP or any server side scripting to update/insert of manipulate the information stored in it. Writing and maintaining Macros for excel spreadsheets could also become difficult once the data becomes huge and complex.

Zoho Creator, on the other hand is a web based application, which is equally powerful and simple to build online database applications that can be served via the browser.

Zoho Creator Migration tool for MS Access & Excel is a simple tool to upload your existing MS Access applications or XL spreadsheets to Zoho Creator. You just need to have your MS Access MDB file, and import it to this tool. All the tables are imported with the relationships intact, you could just check them and upload them to Zoho Creator as an application. In case of the excel spreadsheets, you can import the XL file and each sheet becomes a Form and corresponding reports are created in the application.

Migration Through GUI Mode

      

Download MS Access and Excel Migration Tool

Note

  • You need to have Microsoft .NET Framework Version 2.0 installed in your machine for the tool to work properly. By default, the windows machine have this framework installed. In case the framework is not installed in your machine, please download and install the .NET framework.
  • There is no limit on the number of columns while importing data to update records. However, while creating an app by importing data using the Migration tool, the number of columns should not exceed 70.
  • For any issues in migration, send an email to ask@zohocreator.com

Migrate MS Access/Excel Applications to Creator

Steps to migrate MS Access Databases and MS Excel Spreadsheets:

Step 1: Open the MDB file using File > Import MS Access Database menu. If you want to import a XLS file then click on Import MS Excel Spreadsheet menu.

Import MS Access File

Step 2: Select the File and click on Open.

Step 3: Once the import is successful, you can see all the tables in the database in the Tables pane, with its fields and corresponding properties in the right pane, as shown in the screen-shot given below. If required, you can modify the Field Types and the Field Properties. Refer Zoho Creator Field Types for more information on each Field type. 

List of Tables

Field Properties:

  • Unique - Selecting "Yes" will not allow any duplicate entries for this Field.
  • Required (Mandatory) - Selecting "Yes" will not allow any empty values for this Field.
  • Show fields to admin only - Selecting "Yes" will make this Field accessible only to the administrator/owner of the application.
  • Default value -  Specify the value for null data.
  • Choices - List of choices for Dropdown,Checkbox, Multi Select, Radio Field types.
  • Decimal Places - Specify the number of trailing decimal places for Decimal, Percent, Currency Field types.
  • Field Name - Specify the Deluge name for this Field. Click here to know more.
  • Lookup Field - Specify the Lookup field relation. Click here to know more.

Step 4: Now all set, you can upload the data using File > Upload to Zoho Creator > Create New Application menu. This will display the login window where you can give your application name and zoho credential to initiate the migration process. Enter you Zoho User Name and Password and click on Upload to Zoho Creator.  Once the migration is successful you can access the application in creator.zoho.com by login zoho creator accout.

Refer the Quick Start Guide to help you get started with creating applications in Zoho Creator. 

Upload data to an existing application

You can upload data to any of the Forms in your application. You need to select the table or sheet from which you want to upload the data and select the corresponding Form (or) you can create a new Form on the fly and upload your data. 

Step 1: To upload data to the existing application, import the xl file that has the data and Click on File > Upload to Zoho Creator > Add Data to Existing Application, as shown in the screen-shot below. 

Step 2: Give the details and click on Upload to Zoho Creator button.

Sign into your creator account and verify that the data has been uploaded to the respective reports.

Migration Through Console Mode

Download MS Access Migration Tool

In addition to manually migrating data from your Access and Excel files, you can also do the same through command line (console) mode. The command line mode can be used to automate uploading your offline data with existing Zoho Creator application.The arguments for various mode of uploading is mentioned below.

Create New Application

zohocreator.exe <filepath> <username> <password> -n <applinkname>

Eg : zohocreator.exe c:\myfolder\ordermanagement.csv john mypassword -n order-management

Create New Form

zohocreator.exe <filepath> <username> <password> -e <applinkname> -n <formlinkname>

Eg : zohocreator.exe c:\myfolder\ordermanagement.csv john mypassword -e order-management -n Order_form

Add Record

zohocreator.exe <filepath> <username> <password> -e <applinkname> -a <formlinkname>

Eg : zohocreator.exe c:\myfolder\ordermanagement.csv john mypassword -e order-management -a Order_form

Add Record (By Shared Users)

zohocreator.exe <filepath> <username> <password> -e <applinkname> -n <formlinkname> -o <ownername>

Eg : zohocreator.exe c:\myfolder\ordermanagement.csv john mypassword -e order-management -a order_form -o Smith

Update Record

zohocreator.exe <filepath> <username> <password> -e <applinkname> -u <formlinkname> <fieldlinkname> <columnname>

Eg : zohocreator.exe c:\myfolder\ordermanagement.csv john mypassword -e order-management -u order_form Items Products

Add Or Update

zohocreator.exe <filepath> <username> <password> -e <applinkname> -au <formlinkname> <fieldlinkname> <columnname>

Eg : zohocreator.exe c:\myfolder\ordermanagement.csv john mypassword -e order-management -au order_form Items Products

where,
-n refers to new application or new form
-e refers to existing application
-o refers to the application owner's name
-u refers to data update
-a refers to'' adding data
-au refers to add/update

Note:

  • You can also use authtoken instead of username and the value of authtoken instead of password to migrate your data. The argument is

    zohocreator.exe <filepath> -authtoken <authtoken value> -e <applinkname> -au <formlinkname> <fieldlinkname> <columnname>

Refer the Quick Start Guide to help you get started with creating applications in Zoho Creator.