Excel Import for SharePoint

Excel Import for SharePoint

This is a SharePoint ListView Command Set extension based on SPFx with powerful and easy-to-use tool to import data from Excel and CSV files directly into existing SharePoint lists.

Overview

Excel Import for SharePoint solves one of the most common challenges in SharePoint: importing data into an existing list. While the built-in SharePoint import feature forces you to create a new list, this tool allows you to map and import data into your current lists, preserving your views, permissions, and structure.

As a specialized module from the comprehensive "List Tools" suite, it provides a dedicated experience for data migration and daily updates. It is built on the SharePoint Framework (SPFx), ensuring seamless integration with modern SharePoint sites.

Key Features

• Import to Existing Lists: Easily upload data to any list you have access to, without replacing the list itself.
• Field Mapping: Flexible mapping interface to match Excel columns to SharePoint fields. The system attempts to auto-match columns by name.
• Wide Field Type Support: Supports importing into Text, Number, Yes/No, Person/Group, Lookup, Date, Choice, Hyperlink, Currency, and Multiple Lines of Text columns.
• Data Preview: Validate and preview your data grid before the import process begins to ensure accuracy.
• File Formats: Supports standard Excel files (.xlsx, .xls) and CSV format.

Use Cases

• Data Migration: Migrate historical data from local checksheets or older systems into SharePoint lists.
• Routine Data Entry: allowing users to maintain data in Excel and periodically upload it to SharePoint.
• System Integration: Import CSV exports from 3rd party systems directly into your SharePoint workflow.

Technical Specifications

Getting Started

You can install this add-in from the SharePoint Store (AppSource). Once installed, navigate to your target list, and you will find the import action in the command bar or ribbon.

Support

We offer dedicated support for our users. If you have questions about mapping complex fields or encounter any issues, please reach out to us at support@offiaid.com.