How To Connect Excel To SharePoint List

Connecting Excel to a SharePoint List can greatly improve collaboration and data management. There are several methods you can use to achieve this, whether you are working with SharePoint Online or an on-premise SharePoint server.

One method is to create a data connector for SharePoint and Microsoft 365 Lists. You need to set the Data Provider to SharePoint List and choose the authentication method. For SharePoint Online, you can use Online credentials. You also need to set the SharePoint Site URL.

Another method is to use Excel Services, which is a service application that allows you to load and display live Excel workbook data from on-premise SharePoint servers. You can connect to an Excel file in SharePoint using the Excel Services provider. You need to set the Data Provider to SharePoint Excel Services and choose the authentication method. Then, set the SharePoint Site URL and Excel File Name.

There are also other methods for exporting data from Excel to SharePoint lists. One method is to manually copy the data from each column of the Excel table and paste it into the appropriate column of the SharePoint list. Another method is to export the table directly from Excel to a SharePoint list. You can do this by providing your credentials and selecting the SharePoint site as the destination. You can also use a special SharePoint app called Import Spreadsheet to import spreadsheets from Excel to SharePoint lists. Additionally, when creating a new SharePoint list, you can import an Excel table by selecting the option “From Excel” and uploading the Excel file.

Connecting Excel to SharePoint lists offers benefits such as easy setup, no programming required, connected data always up-to-date, and the ability to use SharePoint features like workflows and notifications. There are also over 100 external systems supported for data integration with Excel and SharePoint.

To connect to Microsoft Excel, you need to configure the data source entity with the appropriate connection settings. You can use the OleDb Data Provider and provide a valid connection string that includes the Data Source and Extended properties. You also need to have the Microsoft Access Database Engine 2010 Redistributable installed.

It’s important to note that there are some known issues and limitations when connecting Microsoft Excel to SharePoint, such as the read-only nature of the Microsoft data provider for Excel and restrictions on primary key fields.

In summary, there are various methods to connect Excel to SharePoint lists, including creating a data connector, using Excel Services, exporting data manually or directly from Excel, and using a SharePoint app. These methods offer different features and benefits for integrating Excel and SharePoint data.

Different Methods for Connecting Excel to SharePoint List

There are various methods available for connecting Excel to SharePoint lists, each offering its own features and benefits. Let’s explore some of these methods and see how you can seamlessly integrate your Excel data with SharePoint for improved collaboration and data management.

One method is to create a data connector for SharePoint and Microsoft 365 Lists. You need to set the Data Provider to SharePoint List and choose the authentication method. For SharePoint Online, you can use Online credentials. You also need to set the SharePoint Site URL.

Another method is to use Excel Services, which is a service application that allows you to load and display live Excel workbook data from on-premise SharePoint servers. You can connect to an Excel file in SharePoint using the Excel Services provider. You need to set the Data Provider to SharePoint Excel Services and choose the authentication method. Then, set the SharePoint Site URL and Excel File Name.

There are also other methods for exporting data from Excel to SharePoint lists. One method is to manually copy the data from each column of the Excel table and paste it into the appropriate column of the SharePoint list. Another method is to export the table directly from Excel to a SharePoint list. You can do this by providing your credentials and selecting the SharePoint site as the destination. You can also use a special SharePoint app called Import Spreadsheet to import spreadsheets from Excel to SharePoint lists. Additionally, when creating a new SharePoint list, you can import an Excel table by selecting the option “From Excel” and uploading the Excel file.

Connecting Excel to SharePoint lists offers benefits such as easy setup, no programming required, connected data always up-to-date, and the ability to use SharePoint features like workflows and notifications. There are also over 100 external systems supported for data integration with Excel and SharePoint.

In summary, there are various methods to connect Excel to SharePoint lists, including creating a data connector, using Excel Services, exporting data manually or directly from Excel, and using a SharePoint app. These methods offer different features and benefits for integrating Excel and SharePoint data.

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