How To Choose Title Field From Import Spreadsheet Excel SharePoint

When importing an Excel spreadsheet into SharePoint, it is essential to choose the appropriate Title field for accurate data organization and management. To do this, follow these steps:

  1. Format the spreadsheet as a table in Excel.
  2. In SharePoint, create a custom list and choose the “From Excel” option to import the Excel file.
  3. Select the desired table from the Excel file and map the columns to the appropriate column types in SharePoint.
  4. Note that the Title Column is mandatory and should be chosen appropriately.
  5. Configure additional settings, such as enabling version history and disabling attachments, for the custom list if desired.

It is important to remember that importing from Excel is a one-time operation, and the maximum number of supported rows is 20,000. Any changes made to the Excel file after importing will not affect the custom list in SharePoint.

Users have also shared alternative methods for importing Excel data into SharePoint. Some options include copying and pasting from a TAB delimited text file or using formulas in Excel to import links with display names.

By following these steps and considering alternative methods, you can efficiently import Excel data into SharePoint and ensure accurate data management.

Steps to Choose Title Field from Import Spreadsheet in SharePoint

To begin, format the Excel spreadsheet as a table in Excel, and then proceed to create a custom list in SharePoint. This will ensure that the data is structured properly for import and management in SharePoint. Once the spreadsheet is formatted as a table, save the file and open SharePoint.

To import the Excel file into SharePoint, navigate to the site where you want to create the custom list. Click on the “Settings” gear icon and select “Add an app” from the dropdown menu. In the “Apps you can add” section, search for “Custom List” and click on it. Give the list a name and click “Create”.

In the newly created custom list, click on the “List” tab in the ribbon, and then click on the “From Excel” button. Browse for the formatted Excel file and select it. Choose the desired table from the Excel file and click “Next”.

Mapping Columns

Next, you’ll need to map the columns from the Excel file to the appropriate column types in SharePoint. This step ensures that the data is correctly imported and displayed in the custom list. SharePoint will attempt to automatically map the columns, but you may need to make manual adjustments as needed. For example, you should map the Title column from Excel to the Title column in SharePoint, as it is mandatory. Once the mapping is complete, click “Finish” to import the data into the custom list.

It’s worth noting that additional settings can be configured for the custom list, such as enabling version history and disabling attachments. These settings can be accessed through the list’s settings menu. Also, keep in mind that importing from Excel is a one-time operation, meaning that any changes made to the original Excel file will not affect the data in the custom list.

If you have a large Excel file with more than 20,000 rows, SharePoint may not be able to import all the data. In such cases, consider alternative methods, such as copying and pasting from a TAB delimited text file or using formulas in Excel, to import links with display names into SharePoint.

Excel Spreadsheet SharePoint Custom List
Title Title (mandatory)
Column A Column A
Column B Column B

Important Considerations and Alternative Methods for Importing Excel Data into SharePoint

Alongside choosing the Title field, it is crucial to configure additional settings like enabling version history and disabling attachments for the custom list in SharePoint. This ensures that changes made to the imported Excel data are tracked and that unnecessary attachments are not stored in SharePoint.

Furthermore, users have shared alternative methods for importing data into SharePoint. One method involves copying and pasting from a TAB delimited text file. By saving the Excel spreadsheet as a TAB delimited text file, the data can be easily transferred into SharePoint by copying and pasting the text file contents into a custom list.

Another alternative method is to utilize formulas in Excel. Instead of directly importing the Excel data into SharePoint, users can create a formula in Excel that generates the desired links with display names. These formulas can be copied and pasted into SharePoint, providing a streamlined approach for importing specific data.

By considering these important factors and exploring alternative methods, users can effectively import Excel data into SharePoint and optimize their data management processes. Whether choosing the Title field or exploring alternative methods, it is essential to select the approach that best suits the specific needs of the organization.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.