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Excel Integration

Import assets, columns, lineage, and ERD relationships from a structured Excel spreadsheet — two ways to integrate depending on your workflow.

Metaustral supports Excel in two distinct modes. Choose based on how your spreadsheet is hosted and how often you need to sync:

Option 1 — Via Integrations (URL)

If your Excel file is published at a public or authenticated URL (e.g. SharePoint, OneDrive, or a direct link), you can register it as a connection in Integrations. Metaustral fetches the file from the URL each time you run an import, so the catalog always reflects the latest version of the spreadsheet. This mode also supports Scheduled Imports for automatic recurring syncs.

Open Integrations and click + New connection

Select Excel (URL) as the type

Enter a display name and paste the URL pointing directly to the .xlsx file.

Save and import metadata

Go to Import → From a connection, select this connection, and click Confirm import. Metaustral downloads the file and creates or updates catalog assets from the template sheets.

Option 2 — Via Imports (file upload)

If you have the Excel file locally, go to Import → From a file → Excel (.xlsx). Download the official Metaustral template, fill in the sheets, and drag-and-drop the file to upload. Metaustral validates and shows a preview before writing anything to the catalog. No connection required — available on all plans.

Excel template sheets

SheetSheet What it contains
AssetsAssets One row per data asset. Required: name, type. Optional: description, owner, domain, status, sensitivity, tags, database_name, schema_name.
ColumnsColumns Column-level metadata for TABLE and VIEW assets. Required: asset_name, column_name, data_type. Optional: description, is_pk, is_nullable.
LineageLineage Data flow relationships. Required: source_name, target_name. Optional: transformation notes.
ERDERD Foreign-key style relationships. Required: from_asset, from_column, to_asset, to_column, cardinality.
Tip: Cells left blank in the Excel preserve the existing catalog value — Metaustral never overwrites a populated field with an empty one. Only non-blank cells update the catalog.