How To Update Sharepoint List From Excel

Updating a SharePoint list from Excel can be done in a few simple steps, using different techniques and tools to streamline the process.

To update a SharePoint list from Excel, there are several steps to follow. First, you need to upload the Excel file to SharePoint or OneDrive. Then, you can use Power Automate to read the Excel rows and update the SharePoint list items based on a common identifier. Another option is to use a third-party software like Synchronizer for Excel and SharePoint, which allows you to export the SharePoint list to Excel, make changes in Excel, and then sync it back to SharePoint. To map the columns between Excel and SharePoint, you can use Power Query Editor to create a query that matches the columns. Once the columns are mapped, you can load the data into the SharePoint list by selecting the output destination and configuring the query.

It is important to refresh the data in the SharePoint list to ensure it is up to date. This can be done manually or by scheduling automatic refreshes. Troubleshooting common issues such as data type mismatch errors, missing or wrong column headers, and permissions issues is also important in the updating process. By following these steps and best practices, you can efficiently update a SharePoint list from Excel and optimize your data management.

Best Practices for Updating SharePoint List from Excel

To ensure a smooth and efficient update process, it is crucial to follow best practices for refreshing data, troubleshooting errors, and optimizing data when updating a SharePoint list from Excel.

Refreshing the data in the SharePoint list is an essential step to ensure accurate and up-to-date information. Whether you choose to manually refresh the data or schedule automatic refreshes, it is important to regularly update the list to reflect any changes made in the Excel file.

Troubleshooting common errors is another important aspect of updating a SharePoint list from Excel. Data type mismatch errors can occur when the data format in Excel does not match the expected format in SharePoint. It is recommended to carefully review and validate the data types before updating the list to avoid any issues.

In addition, ensuring the correct column headers are used is crucial for successful data integration. It is essential to maintain consistency between the column headers in Excel and the corresponding fields in SharePoint. This will help to accurately map the data and prevent any data loss or misinterpretation.

Permissions issues can also arise during the updating process. It is important to ensure that the user performing the update has the necessary permissions to access and modify the SharePoint list. Regularly reviewing and adjusting permissions can help to avoid any potential roadblocks.

Lastly, optimizing the data before updating the SharePoint list can significantly improve the efficiency of the process. This can involve removing unnecessary columns, cleaning up and formatting the data, and optimizing the query used to update the list. By streamlining the data and query, you can reduce the processing time and enhance the overall performance.

By following these best practices, you can effectively update a SharePoint list from Excel and ensure a seamless integration between the two platforms. Implementing these steps will not only save time and effort but also optimize your data management process, ultimately improving productivity and accuracy.

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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.