Seamless Data Transfer: Importing and Exporting Excel Data with SSMS 2019 and SQL Server 2022

If you've ever faced challenges importing data into a MSSQL database, fret not. Here's a step-by-step tutorial with key learnings for achieving a seamless data transfer. This guide is tailored for SQL Server Management Studio 2019 (SSMS) and SQL Server 2022, the latest versions.

Let's dive in!

Step 1: Download SQL SERVER

Set Up SQL Server 2022

  • Install the Basic installation type, and ensure a successful installation is confirmed:

  • Search for the SQL Server Installation Centre and open it.

Steps;

  • Go to the Installation Tab and click on "New SQL Server Standalone Installation."

  • Navigate to the location where files have been saved. You can find this information in the "Features Installed" option.

  • Perform installation on a new installation server, unchecking the Azure extension if you don't have an Azure account.

  • Select 'Database Engine Services' and 'Integration Services' during installation.

  • On 'Database Engine configuration,' choose 'Windows Authentication mode' and add a user under 'Specify SQL Server administrators.' Complete the installation.

Step 2. Install SQL Server Management Studio

Download and install 'SQL Server Management Studio' from this link.

Step 3: Connect SMSS to SQL Server

Launch SSMS, use 'Windows Authentication', and for the first time, input 'localhost' as the server name. Click connect.

Step 4: Uploading an Excel File to a Database

  • Search for 'SQL Server 2022 Import and Export' in your apps

  • You should land on this page;

  • Click 'Next' and add your data source as 'Microsoft Excel'.

  • Browse to the location of your Excel file and proceed.

  • Set the destination to "Microsoft OLE DB Driver for SQL Server", reflecting recent changes in the tools. Follow this link for relevant Microsoft documentation. (extract below)

  • Click "Properties" and specify Windows Authentication. Select the target database within SSMS.

  • Choose "Copy data from one table to another" and preview your data using the "Preview" button.

  • Select the desired data source and rename the destination file if needed.

  • Check "Run Immediately" and click "Next".

  • Sit back and relax as the wizard imports your data!

  • Upon successful import, you'll see a confirmation window.

Step 5; Success!

  • In your SSMS database, right-click on "Tables" and click "Refresh". Your imported Excel data should now be visible!