Tuesday, July 14, 2009

Update SharePoint Lists from Excel 2007

Unlike Excel 2003, the 2007 version doesn’t let you update a list in Excel and then synchronize it with its linked list in SharePoint.

Microsoft developed a work around which requires the installation of an Excel add-in.

Comments: The document should be saved as XLS file rather than in 2007 format: XLSX.
You can read the full document in MSDN:
http://msdn.microsoft.com/en-us/library/bb462636(office.11).aspx
  1. Download Excel 2007 Add-in: Synchronizing Tables with SharePoint Lists.
  2. In Excel, Click the Microsoft Office Button, click Excel Options, and then click the Add-Ins tab.
  3. Select Excel Add-Ins in the Manage drop-down list and click Go.
  4. In the Add-Ins dialogue box, click Browse, navigate to the Excel 2007 SharePoint List Synchronizing Add-ins, and then click OK.
  5. In the Add-Ins dialogue box, verify that the SynchronizeWSSandExcel option is selected and then click OK.

The Add-Ins dialogue with the Rwsplist option selected





Right click any item in a SharePoint list in Excel.You will notice that the Synchronization option is now available as in Excel 2003.



5 comments:

  1. I can't find the Rwsplist add in?

    ReplyDelete
  2. Have you downloaded the exe file according to the support article and ran it?

    If so, please read the MS article mentioned here as well as in the support article in case i missed a step.

    ReplyDelete
  3. I used the link to download the Excel 2007 Add-in: Synchronizing Tables with SharePoint Lists, but the add-in was called:

    Synchronizewssandexcel

    I still have the same problem of not being able to publish and sync

    Error: There was an error during publish, please check the server name

    ReplyDelete
  4. Unforunately, I don't have the appropriate environment to check this issue. It was tested on WSS 3.0 and I don't have this environment anymore. This support may have deprecated for SP 2010. I also skipped 2007 and work with either Excel 2003 or 2010.

    ReplyDelete
  5. I had the same issue with the error message on sync. It turned out I was using the actual file path I wanted to have, not the higher level site file path. So all I had to do was lessen path string.

    And "Synchronizewssandexcel" is the same as "Rwsplist" Just follow the same instructions and substitute the file-names in your head.

    ReplyDelete

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