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How to Synchronize Excel with
SharePoint Online (Office 365)
Keywords
Sync 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;
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
"XL2007SynchronizeWSSandE
xcel.exe" while saving the
add-in file.
Created by Don E. Wallace 2
• Save excel Add-in to
your local file system.
Default file name will be
"XL2007SynchronizeWS
SandExcel.exe" while
saving the add-in file.
Created by Don E. Wallace 3
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.
Created by Don E. Wallace 4
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.
Created by Don E. Wallace 5
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.
Created by Don E. Wallace 6
Step 3: Include Extracted
Excel Add-in to Excel
Package
Open excel from programs menu. In
the excel go to file tab and choose
options. Go to Add-in category.
Created by Don E. Wallace 7
• Click on “Go…” button
• Click on browse button to locate
extracted excel add-in file.
Created by Don E. Wallace 8
Created by Don E. Wallace 9
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.
Created by Don E. Wallace 10
You will see that design tab is highlighted automatically
and see a new command in ribbon called “Publish and
allow sync”.
Created by Don E. Wallace 11
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.
Created by Don E. Wallace 12
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.
Created by Don E. Wallace 13
Created by Don E. Wallace 14
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.
Created by Don E. Wallace 15
So that's all to synchronize excel data with SharePoint
online or Office 365. Thank you!
Created by Don E. Wallace 16

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How to Synchronize Excel with SharePoint Online

  • 1. How to Synchronize Excel with SharePoint Online (Office 365) Keywords Sync 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;
  • 2. 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 "XL2007SynchronizeWSSandE xcel.exe" while saving the add-in file. Created by Don E. Wallace 2
  • 3. • Save excel Add-in to your local file system. Default file name will be "XL2007SynchronizeWS SandExcel.exe" while saving the add-in file. Created by Don E. Wallace 3
  • 4. 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. Created by Don E. Wallace 4
  • 5. 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. Created by Don E. Wallace 5
  • 6. 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. Created by Don E. Wallace 6
  • 7. Step 3: Include Extracted Excel Add-in to Excel Package Open excel from programs menu. In the excel go to file tab and choose options. Go to Add-in category. Created by Don E. Wallace 7
  • 8. • Click on “Go…” button • Click on browse button to locate extracted excel add-in file. Created by Don E. Wallace 8
  • 9. Created by Don E. Wallace 9
  • 10. 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. Created by Don E. Wallace 10
  • 11. You will see that design tab is highlighted automatically and see a new command in ribbon called “Publish and allow sync”. Created by Don E. Wallace 11
  • 12. 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. Created by Don E. Wallace 12
  • 13. 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. Created by Don E. Wallace 13
  • 14. Created by Don E. Wallace 14
  • 15. 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. Created by Don E. Wallace 15
  • 16. So that's all to synchronize excel data with SharePoint online or Office 365. Thank you! Created by Don E. Wallace 16