Knowledge Base

How to import data from an Excel file into a SharePoint list?

Here is a common question, I have an excel spreadsheet which is used to record and track the sales data, is it possible to import sales data from an excel spreadsheet into a SharePoint list?

Of course, you can do it. BoostSolutions’ Excel Import enables you to import data from an Excel spreadsheet into a SharePoint list.

In this article, we will demonstrate how to figure it.

WHAT YOU'LL GET

The rows of Excel Customer file are imported to the SharePoint list "Customers"

WHAT YOU'LL NEED

The sample data we use for this case

And there is an Excel file named as Customer, the Excel file contains these customer information as following.

Import data from Excel into a SharePoint list

  1. Firstly, download the trial version of Excel Import and install it to your SharePoint server.

  2. Navigate to the Customers list.

  3. Under ITEMS tab, click Import Spreadsheet command in Import & Export group.

  4. When the Import from Spreadsheet dialog appears, click Browse… button to choose the Customer file already prepared.

  5. Click Next button.

  6. In the Import from Spreadsheet dialog, configure these import options.

    In the Sheet section, select Customers to import. And select Skip header row in Excel option to skip importing header row into the list.

    In the Column Mapping section, select these columns (Customer, Contact, Industry, Contact Email and Country) to import to the list.

    In the Filter section, because we want to import all rows into the list, unselect the option.

    In the Import Options section, select Check duplicate records when importing option and specify the column Customer as key.

  7. Keep other settings as default and click Import button.

  8. After importing process finished, click Close button to exit.

  9. Then in the Customers list, you will find that the items of Excel are imported into the list as following.

Login