How To Upload Data From Excel To Sharepoint List?

Are you looking for a straightforward and efficient way to upload data from your Excel sheet to a SharePoint list? If so, you have come to the right place! In this article, we will discuss exactly how to upload data from an Excel sheet to a SharePoint list. We will go through the step-by-step process and provide helpful hints along the way to ensure your data is uploaded correctly and efficiently. So, if you’re ready to get started, let’s jump right in and learn how to upload data from Excel to SharePoint list.

How to Upload Data from Excel to SharePoint List

SharePoint is a web-based application that provides tools for collaboration and document sharing. It allows users to store, share, and manage documents, spreadsheets, and other files. It also provides a platform for users to access and manage data stored in a variety of formats, including Excel. By integrating SharePoint and Excel, users can upload data from Excel to a SharePoint list.

Steps to Upload Data from Excel to SharePoint List

Step 1: Log in to SharePoint

The first step is to log in to the SharePoint site. Simply open the SharePoint site in a browser and enter your login credentials. Once you have logged in, you will be taken to the SharePoint home page.

Step 2: Create a List

Once logged in, the next step is to create the list to which you will upload the data from Excel. To create the list, click on the “Lists” tab in the left navigation bar and select “New List”. A pop-up window will appear which will prompt you to enter the list name and description. Enter the appropriate information and click “Create”.

Step 3: Upload the Excel File

Once the list has been created, the next step is to upload the Excel file. To do this, click on the “Files” tab in the left navigation bar and select “Upload”. A pop-up window will appear which will prompt you to choose the file to upload. Select the Excel file and click “Open”.

Step 4: Map the Data

Once the Excel file has been uploaded, the next step is to map the data from the file to the list. To do this, click on the “List” tab in the left navigation bar and select “Map Data”. A pop-up window will appear which will prompt you to choose the file to map. Select the Excel file and click “Open”. The next page will prompt you to select the columns from the Excel file to map to the SharePoint list.

Step 5: Configure the Settings

Once the mapping is complete, the next step is to configure the settings for the list. To do this, click on the “Settings” tab in the left navigation bar and select “Configure Settings”. A pop-up window will appear which will prompt you to choose the settings to configure. Select the appropriate settings and click “Save”.

Step 6: Preview the Data

Once the settings have been configured, the next step is to preview the data to ensure it has been uploaded correctly. To do this, click on the “Preview” tab in the left navigation bar and select “Preview Data”. A pop-up window will appear which will display the data from the Excel file that has been uploaded to the list.

Step 7: Publish the Data

Once the data has been previewed, the next step is to publish the data. To do this, click on the “Publish” tab in the left navigation bar and select “Publish Data”. A pop-up window will appear which will prompt you to confirm the publishing of the data. Click “Publish”. The data will now be published to the list.

Step 8: Confirm the Data is Published

Once the data has been published, the next step is to confirm that it has been published correctly. To do this, click on the “List” tab in the left navigation bar and select “View Data”. A pop-up window will appear which will display the data that has been published to the list.

Step 9: Edit the Data

Once the data has been confirmed, the next step is to edit the data if necessary. To do this, click on the “Edit” tab in the left navigation bar and select “Edit Data”. A pop-up window will appear which will prompt you to select the columns to edit. Select the columns to edit and click “Save”.

Step 10: Delete the Data

Once the data has been edited, the next step is to delete the data if necessary. To do this, click on the “Delete” tab in the left navigation bar and select “Delete Data”. A pop-up window will appear which will prompt you to confirm the deletion of the data. Click “Delete”. The data will now be deleted from the list.

Frequently Asked Questions

How to upload data from Excel to SharePoint list?

Answer: Uploading data from Excel to a SharePoint list is a straightforward process that can be accomplished in a few steps.

First, create a list in SharePoint using the same column names as the headers in the Excel file. This allows the SharePoint list to recognize the data when it is imported. Next, select the list in SharePoint and choose the Import Spreadsheet option. Then, select the Excel file and click ‘Import’. This will upload the data from the Excel file into the SharePoint list. Finally, review the list to make sure that all the data has been imported correctly.

What is the best way to upload data from Excel to SharePoint list?

Answer: The best way to upload data from Excel to a SharePoint list is to create a list in SharePoint with the same column names as the headers in the Excel file. This will allow the SharePoint list to recognize the data when it is imported. Then, select the list in SharePoint and choose the Import Spreadsheet option. Select the Excel file and click ‘Import’. This will upload the data from the Excel file into the SharePoint list. Finally, review the list to make sure that all the data has been imported correctly.

Can I preview the data before uploading it to SharePoint?

Answer: Yes, it is possible to preview the data before uploading it to SharePoint. When selecting the Excel file to upload, there is an option to preview the data. This will allow you to check that the data is correct and matches the column names in the SharePoint list. If any adjustments need to be made, they can be done in the Excel file before the data is uploaded.

What happens if the column names in the Excel file do not match the SharePoint list?

Answer: If the column names in the Excel file do not match the SharePoint list, the import process will not be successful. When creating the list in SharePoint, it is important to use the same column names as the headers in the Excel file. This allows the SharePoint list to recognize the data when it is imported. It is also possible to manually add column names to the Excel file so that it matches the SharePoint list before importing.

Is it possible to update existing data in a SharePoint list using Excel?

Answer: Yes, it is possible to update existing data in a SharePoint list using Excel. To do this, export the list from SharePoint to Excel. Make the necessary changes in the Excel file and then select the list in SharePoint and choose the Import Spreadsheet option. Select the updated Excel file and click ‘Import’. This will update the data in the SharePoint list with the changes made in the Excel file.

As a professional writer, the conclusion to this topic is that uploading data from Excel to a SharePoint list is a straightforward process that requires only basic knowledge of the SharePoint platform. The process is simple and the results can be seen in real time, making it an incredibly useful tool for businesses, organizations, and individuals alike. With a little bit of time and effort, anyone can upload data from Excel to SharePoint lists and make the most of this powerful platform.