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Master your Data
10 March 2010

SharePoint: Import CSV/ Excel Data File

This example shows how you can use Data Synchronisation Studio 2.0 to import data in a CSV file directly to a SharePoint list. Without making any configuration changes to your SharePoint environment, no web parts to install so no issues with your SharePoint Admins. You do not need to run this on your SharePoint Servers either and can even be used with Shared Hosting installs of SharePoint such as Microsoft Online Services.

First get a copy of Data Sync 2.0 from http://www.simego.com

Connect Data Sync to your CSV Data Source

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You will now have some thing setup like this

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What’s needed now is a destination list in SharePoint so you can either create one manually or use Data Sync to create one for you.

First adjust the schema map to match the Data Types were working with like this

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Now go to the Tools menu and Choose Create SharePoint List and Step through the Wizard.

Select the Site to Create the List

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Give the List a Name

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Now Data Sync has this list mapped like this which needs a little adjustment, we need to change the “Key Column” back to “EntryID” and adjust the Data Types.

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So the Schema Map should look like this

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Now Compare the Data A->B to see what rows should be copied to SharePoint (i.e. all of them).

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Next click the “Synchronise” toolbar button and click Start to copy the data across.

Here we have our data in SharePoint

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You can then save this import as a Data Sync project and re-run it when you like and only the changes will be copied to SharePoint.