Sync data between two SharePoint lists using BoostSolutions List Sync

Sometimes, we may have such a scenario. There are several lists on SharePoint site, and they contain the same columns and values. It’s time-consuming to keep the column same manually. We can configure a workflow or event handler to do it, also you can choose a tool to complete it, such as BoostSolutions List Sync. In this blog, I will introduce how to sync data between multiple SharePoint lists using this tool. There are three SharePoint lists, Project Summary list, Project A list and Project B list.

Project A – This list contains the details for Project A, such Task Name, Status, Progress, Assigned To, % Complete, Descriptions and more. sharepoint-list-sync-1

Project B – This list contains the same fields with Project A list.

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Project Summary – This list contains the summaries about Project A and Project B list, such as Task Title, Status, Progress, Percentage, these fields are same as Project A and Project B lists. And it contains other fields, such as Evaluation and Analysis. To enable Project Manager to track the tasks of these two projects in one view easily, now I want to sync the In Progress status tasks from Project A and Project B lists to Project Summary list.

First of all, I create a profile in List Sync Main settings page. Select Project A list as the source list and select Project Summary list as target list.

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Under Source Site and List section, specify the condition as “[Task Status] is equal to “In Progress””, which means that only “In Progress” tasks will be synced to the Project Summary list. Next, map the columns between these two lists as following.

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And then save the profile. Create the second profile, select the Project B as the source list and select Project Summary as the target list.

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Configure other settings as same as first profile, and save the profile. Finally click Sync Now command of each profile.

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Then, the In Progress tasks of Project A and Project B lists are synced to the Project Summary list as following.

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And now I can edit Evaluation and Analysis columns to fulfill the tasks information.   To learn more features about BoostSolutions List Sync, please visit http://www.boostsolutions.com/list-sync.html

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