Publishing and Synchronizing Excel tables to SharePoint 2013/2016/Online Lists using Excel Add-in

In this tutorial, we will discuss how we can use Excel Add-in which can publish and sync Excel tables to SharePoint Online or to SharePoint on-premise (MOSS 2007/SharePoint 2010/2013/2013) lists. We can easily publish and synchronize excel tables to SharePoint 2010/2013/2016/Online list.

We will discuss how to use WSS and Excel add-in to publish excel table to SharePoint 2010/2013/2017 to to SharePoint Online.

WSSandExcel (SynchorinizeWSSandExcel.xlam) Add-in

This is used to synchronize Excel tables with SharePoint Lists on SharePoint 2010/2013 and Office 365.

This was originally built for Excel 2007 for WSS/Moss 2007, but the good news is, it works well for SharePoint 2010, SharePoint 2013 and Office 365 SharePoint Online.

You can download Wss and Excel add-in from Microsoft Site and follow an instruction to install the plugin.

How to use this Add-in with Excel 2013?

Spin up the Excel 2013 (The usage will be similar to Excel 2007/2010.). Choose this Add-in under options -> Add-ins. You have to enable the Macros for the Add-ins to work.

How to Publish an Excel table in SharePoint 2010/2013/2016 and SharePoint Online Office 365?

Step-1: Create a table of data in a worksheet and click on the Design tab. You can see “Publish and Sync” in the menu bar appearing after installing the Add-in. This is only to create a SharePoint List.

Step-2: Click on that will bring a dialog box “Export Table to R/W SharePoint List”. For Office 365 SharePoint Online do not forget to enter “Description“, otherwise, the Add-In will fail.

Fill out the details and click on publish. For Office 365 based SharePoint lists you will be prompted for credentials.

How to use this Add-in to Sync data from SharePoint to Excel and Vice Versa?

After adding a List Item, go the excel worksheet -> right click on the Table data -> Table >Click on Synchronize with SharePoint. You can see the newly added/edited list item in your excel table.

You can also add/edit items in the excel table and synchronize with SharePoint by following the same procedure given above. This Add-in greatly helps in quickly creating a SharePoint List, but there are some limitations as well.

Saving the Excel:

The Excel sheet has to be saved as in Excel 97 – 2003 Workbook(*.xls) format. If you save in other formats, you will not be able to sync the list items as “Synchronize with SharePoint” option will not appear.

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• How to directly save Excel File into SharePoint Online Document Library
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• Export Excel Table to SharePoint Online List Step by Step Tutorial

Hope this will be helpful to publishing and synchronizing excel tables to SharePoint lists.