How to Synchronize Excel with SharePoint Online

How to Synchronize Excel with SharePoint Online (Office 365)

KeywordsSync Excel with SharePoint Online; Sync Excel with Office 365; Excel Synchronization with SharePoint Online; Excel

Synchronization with Office 365; Office 365 Excel Synchronization; SharePoint Online Excel Synchronization;

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How to Synchronize Excel with SharePoint Online

• Step 1 : Download Excel Add-in

• Microsoft provide an excel add-in to accomplish the goal of synchronizing excel table data with SharePoint online or Office 365. This add-in can be downloaded from here

Save excel Add-in to your local file system. Default file name will be "XL2007SynchronizeWSSandExcel.exe" while saving the add-in file.

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• Save excel Add-in to your local file system. Default file name will be "XL2007SynchronizeWSSandExcel.exe" while saving the add-in file.

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Step 2: Extract Excel Add-in File

Double click on “XL2007SynchronizeWSSandExcel.exe” file. It will ask you to run the exe file for security reasons, ignore it and click on run.

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As soon as you click on Run a new confirmation will be prompted as below screen. Click on the “Yes” button.

Click “Yes” again to accept the license agreement.

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As soon as you accept the license agreement it prompt you to unzip add-in file. Choose a location to extract add-in file will be open. I am choosing same location where my “XL2007SynchronizeWSSandExcel.exe” is lying.

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Step 3: Include Extracted Excel Add-in to Excel PackageOpen excel from programs menu. In the excel go to file tab and choose options. Go to Add-in category.

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• Click on “Go…” button

• Click on browse button to locate extracted excel add-in file.

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Step 4: Publish and Synchronize Excel Data to SharePoint Site

Now make some entries in the excel sheet. I am taking example of products details.

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You will see that design tab is highlighted automatically and see a new command in ribbon called “Publish and allow sync”.

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Click on “Publish and allow sync” command. A popup will open to ask SharePoint online URL, the list name which will be created, and list description. Provide the SharePoint Online URL and list name and description information and click publish. Will take few seconds to publish.

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Step 5: Verify SharePoint Online Site with Published Data and Data is being synchronized

Now go to your SharePoint online site click on Site Contents. You will see that a new list is created called “Product Details”. Click on this list and add a new item.

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Go to excel file. Go to table and right click . select the Design tab. Click on “Synchronize with SharePoint”

Will take few moments to synchronize excel for new entry added in SharePoint online.

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So that's all to synchronize excel data with SharePoint online or Office 365. Thank you!