Excel Import App enables Office 365 users to import data or records from an Excel spreadsheet into a SharePoint Online list.
2. Import Data from Excel to List
This tutorial is designed to introduce how to import date using this app.
Below is the file used during the demonstration, it's an Excel spreadsheet named as All Orders which contains detailed information of orders.
And there is a custom SharePoint Online list named Orders, the list contains columns as following.
a. In the Orders list, select Import Excel from the top action bar.
Important: Import Excel is unavailable in classic SharePoint experience.
b. When Excel Import dialog appears, in Import from Spreadsheet section, click Click here to select an Excel file to import to select an Excel file, here we select All Orders.
c. In Sheet section, select one sheet to import, and select Skip header row in Excel option to skip the header row in Excel when importing.
d. In Column Mapping section, select Excel columns and map them to the list columns as following.
e. In the Filter section, unselect the checkbox, then all rows of this sheet will be imported to the list.
If you select the checkbox next to Import from [] to [] option, and specify the data range such as from row 2 to 8, then only the specified rows will be imported to the list.
f. In Import Options section, specify if you want to update SharePoint list using an Excel file. If this is the first-time import, it is unnecessary to select this option.
But if you have already imported data before, you may need to decide what action should be taken if duplicates are found when importing Excel to SharePoint.
• Skip duplicate records
Excel Import App compares values of Key column in Excel and SharePoint Online list, if the values are same on both sides, the records will be identified as duplicate. Data which has been identified as duplicate records in an Excel spreadsheet will be skipped when importing and only the unique records remaining will be imported.
• Update duplicate records
Excel Import App compares values of Key column in Excel and SharePoint list, if the values are same on both sides, the records will be identified as duplicate. For the duplicate records, Excel Import App will update information in the duplicate records in the SharePoint Online list with the corresponding information in the Excel spreadsheet. Then, the remaining data of spreadsheet will be regarded as new records and imported accordingly.
g. And then click the Import button.
h. After importing process finished, click Close button to exit.
i. Then in the Orders list, you will find that all the records of All Orders have been imported into the list as following.
