How To Import Excel Into Sharepoint List?

Are you looking for an easy way to import data from an Excel spreadsheet into your SharePoint list? Many businesses use SharePoint for collaboration and data storage, but sometimes struggle with the process of transferring existing data into SharePoint. Fortunately, there is a simple way to import Excel into SharePoint list. In this article, we’ll discuss the steps to successfully import an Excel spreadsheet into a SharePoint list.

How to Import Excel Into Sharepoint List

SharePoint is a powerful collaboration platform with many features to help organizations work together and manage data. One of the most popular features of SharePoint is its ability to import an Excel spreadsheet, or other formats, into a SharePoint list. This is a great way to quickly create a list of items, such as contacts, tasks, or other information, without having to manually create them in SharePoint.

Importing an Excel spreadsheet into SharePoint is a straightforward process, and can be done in a few simple steps. This guide will walk you through the process of importing an Excel spreadsheet into a SharePoint list.

Step 1: Prepare the Excel Spreadsheet

Before you can upload an Excel spreadsheet into SharePoint, you will need to make sure that the spreadsheet is in a format that SharePoint can recognize. This means that the spreadsheet should have at least two columns, with the first column containing the name of each item. The second column should contain the data for each item.

It is also important to make sure that there are no blank rows or columns in the spreadsheet. Additionally, you will want to check that the data in each column is in the correct format. For example, if the data in a column is meant to be a number, make sure that it is formatted as a number in the spreadsheet.

Step 2: Upload the Excel Spreadsheet to SharePoint

Once the Excel spreadsheet is prepared, you can upload it to SharePoint. To do this, navigate to the list where you want to upload the spreadsheet, then click on the “Add Item” button. On the page that appears, select the “Upload Excel” option.

You will then be prompted to select the Excel file you want to upload. Once you have selected the file, click “Upload” to upload the spreadsheet to SharePoint.

Step 3: Configure the Import Settings

Once the Excel spreadsheet is uploaded to SharePoint, you will need to configure the import settings. This is done by clicking on the “Configure” button. On the page that appears, you will be able to select the column from the spreadsheet that you want to map to each field in the SharePoint list.

Once you have selected the appropriate columns, click “Save” to save the import settings. You will then be taken back to the “Add Item” page, where you can review the import settings and make any necessary changes.

Step 4: Import the Excel Spreadsheet

Once the import settings have been configured, you can click the “Import” button to import the Excel spreadsheet into the SharePoint list. This will add each item from the spreadsheet to the list, with the data from the spreadsheet mapped to the appropriate fields in the list.

Once the import is complete, you can click the “View List” button to view the items that have been imported. You can then use the SharePoint list to manage the items in the spreadsheet.

Step 5: Manage the Items in the List

Once the items have been imported into the SharePoint list, you can use the list to manage them. This includes the ability to add, edit, and delete items in the list. You can also use the list to sort, filter, and search for items in the list.

Additionally, you can use the list to create custom views, which allow you to view the items in the list in a variety of different ways. This is a great way to quickly find the information you need in the list.

Step 6: Export the List to Excel

SharePoint also makes it easy to export a list to Excel. To do this, simply click the “Export to Excel” button on the list page. This will create an Excel file with the data from the list, which you can then save to your computer.

Exporting a list to Excel is a great way to create a backup of the list, or to share the list with others. You can also use the exported Excel file to update the list with new data.

Step 7: Synchronize the List with Excel

SharePoint also has the ability to synchronize a list with an Excel spreadsheet. This allows you to keep the list up to date with the data in the Excel spreadsheet. To do this, click the “Synchronize with Excel” button on the list page.

Once you click the button, you will be prompted to select the Excel file you want to synchronize with the list. Once you have selected the file, SharePoint will compare the data in the list with the data in the Excel file and update the list accordingly.

Step 8: Create Reports from the List

Once the list is imported and synchronized with Excel, you can use SharePoint to create reports from the list. This is done by clicking the “Create Report” button on the list page. On the page that appears, you can select the fields from the list that you want to include in the report.

Once you have selected the fields, you can click the “Create Report” button to generate the report. The report will be generated in the form of an Excel spreadsheet, which you can then save to your computer.

Step 9: Share the List with Others

SharePoint also makes it easy to share a list with others. To do this, click the “Share” button on the list page. On the page that appears, you can select the people or groups that you want to share the list with, as well as the permissions they will have.

Once you have selected the people or groups you want to share the list with, click the “Share” button to share the list. The people or groups you shared the list with will then be able to access the list.

Step 10: Archive the List

If you no longer need to use the list, you can archive it. To do this, click the “Archive” button on the list page. This will remove the list from the SharePoint site, but the data in the list will still be available for future reference.

Once the list is archived, you can still access the data in the list by restoring the list. To do this, simply click the “Restore” button on the list page.

Related Faq

What is a SharePoint List?

A SharePoint list is a place to store information in a structure way, like a table. It offers a single view of all the data, allowing users to quickly find the information they need. SharePoint lists are connected to other lists and libraries in SharePoint, enabling users to surface relevant data across the entire platform. SharePoint lists can also be connected to other applications, making it easier to access data from anywhere.

SharePoint lists allow users to quickly create and customize lists, add and edit list items, and even connect the list to other applications. This makes it a powerful tool for managing information, and it’s a great way to store and share data across an organization.

How do I import Excel into a SharePoint list?

Importing an Excel spreadsheet into a SharePoint list is easy. First, you need to save the Excel spreadsheet as a .csv file. Then, go to the SharePoint list you want to import into, click the “+ New” button, and select “Import from Excel.” This will open up a window where you can select the .csv file that you want to import. Once you’ve selected the file, you can review the data that will be imported, and then click “Import” to complete the process.

Once imported, the data from the Excel spreadsheet will now be stored in the SharePoint list. The list will be updated with the new data, and it will be available to view and edit. You can always go back and make changes to the list, or add additional data, as needed.

Are there any limitations when importing Excel into SharePoint list?

Yes, there are some limitations when importing Excel into a SharePoint list. For one, only .csv files can be imported, so you can’t import an Excel workbook directly. Additionally, the data must be in a tabular format to be imported successfully. Any other formatting, such as different fonts or colors, will not be imported.

Also, there are a few restrictions on the types of data that can be imported. For example, you can’t import binary data, like images or documents. Additionally, you can’t import data that is larger than 15MB. Finally, if the data contains more than 256 columns, it won’t be imported.

What are the benefits of importing Excel into SharePoint list?

The main benefit of importing Excel into a SharePoint list is that it makes it easier to store and manage data. By importing the data from Excel into a SharePoint list, you can quickly add, edit, and delete data, as well as connect it to other applications. This makes it easier to find and share data across an organization.

Additionally, SharePoint lists are secure, which makes them a great way to store and manage sensitive data. They can also be set up with custom permissions and access control, ensuring that only the right people have access to the data. This makes SharePoint lists a great tool for managing and protecting data.

Is it possible to import multiple Excel spreadsheets into a single SharePoint list?

Yes, it is possible to import multiple Excel spreadsheets into a single SharePoint list. To do this, you need to save each spreadsheet as a separate .csv file. Then, you can import each file one at a time into the same SharePoint list.

Once the files are imported, you can choose to merge the data together, or keep it separate. This allows you to quickly and easily import multiple Excel spreadsheets into a single SharePoint list. It’s a great way to manage and store data from multiple sources in one place.

SharePoint Lists serve as a great way to store, organize and share data with other users in your organization. With the ability to import Excel into a SharePoint List, you can quickly and easily get your data into the right place. From there, you can leverage the powerful features of SharePoint Lists to manage, collaborate and share your data with other users. With the steps outlined in this article, you have the power to easily import your Excel data into a SharePoint List and start making the most of the platform.