Tuesday, March 4, 2008

Two-way sync between Excel and SharePoint List

I was asked recently by a client why he was not able to sync the changes made to an excel sheet back to SharePoint. He had exported the SharePoint list to an excel sheet and expected that the changes made to the excel sheet would be propagated back to the SharePoint list.

Even though the capability existed in Excel 2003 to keep the information synchronized with a SharePoint list, with Excel 2007 this no longer worked.

As I started looking around, I found an Excel 2007 Add-in by Jon Adams that allows you to publish a read-write list to SharePoint. You can download the add-in here.

I was able to install this add-in successfully within minutes and the synchronization works like a charm. Once you publish the excel sheet to SharePoint, you can right-click the sheet and from the context menu, select "Synchronize with SharePoint". Steps to install and configure are detailed in the msdn article.

Selecting the Synchronize with SharePoint option

I also found a blog entry by Omar Shahine which led me to a "Excel 2007 Tables synchronizer" ActiveX control by Soft Fluent. (I haven't tested this yet but it looks promising.)