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October 2018 Update

Table of Contents

  1. Overview
  2. Synchronize your lists with Excel
  3. Setup
  4. Basic authentication over non-SSL HTTP connections
  5. Q&A – Product Features
  6. Q&A – Product Licensing
  7. Q&A – Troubleshooting

1. Overview

SharePoint lists are widely used and offer web and grid types of user interface. However, to manipulate and analyze large sets of data, Microsoft Excel is still undisputed. Let’s have a look at native options (offered by Microsoft) to exchange data between SharePoint lists and Excel:

Lists can be exported to Excel. This is great to analyze data. Moreover, this export can be refreshed in Excel so that you can maintain pivots or charts that can be updated over time. However, the link is one way only: there is no way to modify your SharePoint data from Excel.

New lists can be created from existing Excel files. Here the Excel file and the SharePoint list keep no connection after the list is created.

Microsoft used to offer a way to synchronize Excel files with SharePoint lists, but removed this feature in Excel 2007 and future versions.

SharePoint List Synchronizer for Excel brings back this feature, allowing Excel users to open SharePoint Lists in two-way sync.

This is also a great way to access SharePoint lists offline. Sync it when you’re online, change what you want in Excel while offline, and sync it back next time you’re online.

2. Synchronize your Lists with Excel

With SharePoint List Synchronizer installed and active, browse a SharePoint List.

If your list is displayed with the “new experience”, you need to switch back to the old one to display the ribbon.

Click on “Export to Excel” in the List tab of the ribbon.

Depending on your browser and its settings, two options are possible:

    • Click “Open” to open the owssvr.iqy file directly in Excel.
    • You might get a message that you need a compatible application to export a list. Click on OK. You will be displayed a text file in the browser. Right click, Save As, and save the file without changing its name (owssvr.iqy). Then browse your computer to find this file, double click it, it will open in Excel.

Depending on your credentials and authentication mechanism, you might be prompted by Excel to enter your SharePoint credentials.

In Excel, right click on a cell in your list, select the Table menu and click Synchronize with SharePoint to synchronize your Excel file with SharePoint.

Yes, it’s so easy!

Note: To retain this functionality, should you want to save your file as an Excel file, you need to save the workbook as Excel 2003 .XLS file format, not .XLSX.

How to add rows in Excel

You can either insert rows in your Excel list or add rows at the bottom of your existing list.

How to Insert Rows

You need to manipulate the Excel “table”, not the whole Excel worksheet. This means that you can’t right click on the row number (outside of the grid) to insert a row. You need to right-click in the table, then Insert / Table Rows Above.

Add as many rows as needed and synchronize your file back to SharePoint.

How to Add Rows at the Bottom of your Table

If you look closely, you will notice that in Excel your table is enclosed in a thin blue rectangle showing the boundaries of the table that is synchronized with SharePoint.

When you add rows immediately after the last row of your table, Excel will most often pick it up and extend the zone. If it’s not the case, then you can extend it yourself by dragging the bottom right corner.

How to Delete Rows

First, ensure that no filter is applied to your list.

Select a cell in the row you want to delete, right click and select Table / Delete. Similarly, drag a selection over several rows to delete multiple rows at once.

Do not select the entire Excel row. Your selection should fit within the table itself.

3. Setup

Standard Installation

  1. Download the installation file: visit our home page and fill the form to download the setup file. If you have already requested a trial or purchased a full license, you have also received a download link by email.
  2. Launch the installer XlSyncSetup.msi. If you have already installed a trial before and need to install your purchased license, you need to uninstall and reinstall.
  3. If you have a purchased license, enter your license key during the setup. For trial, skip the license.

\\sfsrv01\Software\SharePoint List Synchronizer\Documentation\Visuels\3.3 - validate_key.png

Silent Installation

To install the tool silently you can use the following command line:

$>msiexec /i XlSyncSetup.msi /qn XLSYNC_KEY=<provided key>

Note: Don’t forget to replace the “<provided key>” tag by your actual key.

Note: The key is per user, not per device. It is automatically installed for the user running the installation. If you need to register your license key for another user, you need to plan for it, running the following command under that user session. For example, using a GPO.

$>”C:\Program Files (x86)\SoftFluent\XlSync3\XlSync.exe” /i /k:<provided key> /q

Check Setup Status

If you have a doubt whether SharePoint List Synchronizer is correctly installed, launch “SharePoint List Synchronizer for Excel – Configuration” from your start Menu.

4 options:

If you can’t find it… our product is not installed. Try again.

If you see that current association is SharePoint List Synchronizer For Excel, you’re all set.

If you see that association is “Microsoft Excel…”, then our product is installed but inactive. Click on Associate to finalize the process.

If you see anything else, contact us at [email protected]

4. Basic authentication over non-SSL HTTP connections

Using Microsoft Excel 2010

By default, Excel 2010 doesn’t prompt for user name and password when accessing basic authentication over non-SSL (HTTP instead of HTTPS) protected sites. Therefore, when trying to access a list on one of those access protected sites results in the following error:

The SharePoint List Synchronizer for Excel supports such scenario thanks to its “Basic authentication over non-SSL connections” feature.

In a nutshell, activate this feature if you are using Excel 2010 and your SharePoint Lists are hosted on a site with basic authentication activated over non-SSL HTTP connections.

To activate the feature:

Launch “SharePoint List Synchronizer For Excel – Configuration” from the start menu

Click on “Advanced

Then check “Enable Microsoft Office Excel 2010 Basic authentication over non-SSL HTTP connections”.

Note: To disable the feature, repeat the same steps and uncheck it.

By activating this feature, Excel will now prompt users for their credentials and pass them to the site. This way, Excel 2010 users will be able to open SharePoint Lists from access protected sites in two-way sync over again.

Using Excel 2013 and higher.

With Excel 2013, 2016, 2019 or higher, for security reasons, you must use SSL if you use basic authentication.

Important note: Even if you uninstall Excel 2013/2016/2019 and revert to previous versions, you won’t be able to use basic authentication without SSL.

5. Q&A – Product Features

Which versions of Excel are supported?

SharePoint list Synchronizer supports:

  • Microsoft Excel 2007,
  • Microsoft Excel 2010,
  • Microsoft Excel 2013,
  • Microsoft Excel 2016,
  • Microsoft Excel 2019

What versions of SharePoint are supported?

All versions of SharePoint since SharePoint 2003 are supported.

Is SharePoint List Synchronizer compatible with Office 365?

Yes, you can synchronize a list between Microsoft SharePoint Online (Office 365) and Microsoft Excel.

Can I save a workbook that contains a synchronized list?

Yes you can. To keep the bi-directional synchronization, you have to use the Excel 97-2003 Workbook format (*.xls) and not xlsx file format:

How to insert a row from a synchronized list in Excel?

Right click on one cell of the table, then Insert / Table Row Below or Table Rows Above.

How to delete a row from a synchronized list in Excel?

Right click on one cell of the row you want to delete, then Delete / Table Rows. It does not work if your table is currently filtered in Excel.

Can I have multiple synchronized lists in one Excel workbook?

You can have more than one list by Excel file, but you can have only one synchronized list by worksheet. Here’s the procedure to create an Excel workbook with many lists:

  1. Export SharePoint lists to Excel => you now have one workbook by list.
  2. Copy or move worksheets to the first workbook
  3. Refresh list data by right-clicking in the list,then Table / Synchronize with SharePoint
  4. Save the workbook with all lists

Can I synchronize any type of column?

Most column types are supported. Here are the known limitations:

  • Computed formulas:
    • Add formulas in SharePoint. Excel will display their result as read-only.
    • It is a challenge to add formulas in Excel, but here are your options:
      • You can add a text column in your SharePoint list and use it to store a formula in Excel (you might need to change the cell format in Excel). But when syncing back to SharePoint, SharePoint will replace the formulas by their result. So you will need to reenter your formula after every sync.
      • You could also add your formulas aside from the Excel Table that actually contains the synced material. This works, but you have to pay attention as this is not sorted, filtered…
  • Multiple selection: Excel doesn’t support drop downs with multiple selections.
  • Enhanced rich text: read only. It will be displayed in Excel, but will not offer the option to change it (Excel will display an error message before any error is done).

Are PowerShell-created columns supported?

Yes, if they expose the same information as manually created columns.

You might need to add an attribute List=”UserInfo” in the XML file you use to create your column.

What happens when two people edit the same row in Excel and then synchronize?

Regarding conflict management, the following article might come handy: http://office.microsoft.com/en-us/excel-help/synchronize-an-excel-list-with-the-sharepoint-site-HP001031719.aspx

Basically, if ever there’s a conflict, a conflict window pops-up and the user is in charge of resolving it. Regarding synchronization, after the first sync, it only syncs the items you’ve changed. Therefore, when working with synchronized lists, what you should do is start by doing a “Discard and Refresh” on your list to ensure your data is up-to-date and then start working from there.

Q&A – Product Licensing

Do you work with resellers?

Of course. However only active resellers promoting our products qualify for reseller discounts.

How is the product sold?

Both end customers and resellers but online on our web site. If you purchase for another company, please enter the name and contact details of your end customer in the Comment field during the checkout, to ensure that your customer has access to updates and support.

Is the license for SharePoint List Synchronizer a perpetual license?

Yes! SharePoint List Synchronizer is a perpetual license.

Does the price include maintenance/upgrades?

Not only the license is perpetual, but when a new version is released, your license key will still be valid, allowing you to download and activate it.

What are the purchase and delivery methods?

The purchase method is online only on our web site. You will get the download link and license key on our web site and by email immediately after your purchase.

Is the product available per user or per machine?

The product is a client product on the desktop and its license is available per user with the following variations:

  • Single user
  • Up to 5 users
  • Up to 20 users
  • Up to 50 users
  • Up to 100 users
  • Up to 300 users
  • Up to 1000 users
  • Unlimited

Q&A – Troubleshooting

I am using Microsoft Excel and have installed the tool but not able to get “Synchronize with SharePoint” option?

The menu is available when you right click a synchronized table (as explain in the documentation).

So you have to export the SharePoint list to Excel and then you’ll have access to the menu. If the menu is not available:

Check 1

The first thing to check is the level of security of your Excel:

  • Click on File/Options/Trust Center
  • Click the Trust Center Settings Button
  • Select External Content
  • Make sure you have “enable” or “prompt” for both

http://www.softfluent.com/docs/SystemLibrariesProvider/forum-attachments-sharepoint-list-synchronizer/check1.jpg?sfvrsn=0

Check 2

The installation of our tool is on a per user basis. If it was installed using another windows account, the association is not done.

The tool below allows to check the association:

  • Menu All Programs\Softfluent\Sharepoint List Synchronizer For Excel\Sharepoint List Synchronizer For Excel – Configuration
  • Click on the About… button to check the license expiration date

You can also click on Disassociate then back on Associate before testing again

http://www.softfluent.com/docs/SystemLibrariesProvider/forum-attachments-sharepoint-list-synchronizer/check2.png?sfvrsn=0

Check 3

If the same user is used to install and use it, can you check the *.iqy association with our product is present here

  • “Start menu > Control Panel > Programs > Default Programs > Set Associations

If it was not in the list, something on your computer prevented the installation from adding this association (see next to get detailed logs during installation)

You can do the association yourself and check again

Check 4

Microsoft Office stores information about your SharePoint server in the registry. You can delete them:

  • Open regedit.exe
  • Navigate to: “HKEY_CURRENT_USER\Software\Microsoft\Office\12.0\Common\Internet\Server Cache” (Replace “12.0” by your version of Office)
  • Delete keys that refers to your SharePoint server

http://www.softfluent.com/docs/SystemLibrariesProvider/forum-attachments-sharepoint-list-synchronizer/check4.png?sfvrsn=0

Check 5

When you save the file, it must be in the XLS format (Excel 97-2003). If you use the XLSX format (Excel 2007+), the synchronize menu won’t be available.

Check 6
  • Open the list in SharePoint
  • Click “Export to Excel” and download the .iqy file
  • Run the following command line:

Windows 64bits (x64):

“c:\Program Files (x86)\SoftFluent\XlSync3\XlSync.exe” “/f:<Full path to the downloaded iqy file>”

Windows 32bits (x86):

“c:\Program Files\SoftFluent\XlSync3\XlSync.exe” “/f:<Full path to the downloaded iqy file>”

Excel should open and the synchronized list should be there.

The synchronization process sometimes duplicates rows

The SharePoint List Synchronizer only opens Excel in the right setting for the synchronization feature to be accessible, and does nothing else regarding the synchronization between data. The synchronization process is still handled by Excel and SharePoint, and it is done using the ID column, which may not appear on the list (on either Excel or SharePoint). Duplicated rows usually mean that the IDs do not match; thus, the rows are added instead of being updated.

Here are some troubleshooting guidelines:

  1. A suggestion would be to display this ID column and make sure everything works normally.
  2. An Excel sheet linked to a SharePoint list changes (more precisely, increments) all the IDs in the first ID column. Since SharePoint updates existing rows based on the ID passed by the Excel sheet, it becomes confused when the IDs do not correspond to the original item ID and might cause the errors described in the Issue Description section.

It thus appears that sorting a SharePoint list in Excel is unsupported and usually results in errors. You could fix this issue creating a new View already sorted in SharePoint instead of sorting in Excel

  1. If you try to copy rows that don’t have consecutive row numbers in Excel. It appears that Microsoft Excel does not support the ability copy such rows into new rows in the same linked table.
  2. Anything configured on the server side, for example, SharePoint event handlers may impact what will ultimately will be persisted on the database (http://blogs.msdn.com/b/brianwilson/archive/2007/03/05/part-1-event-handlers-everything-you-need-to-know-about-microsoft-office-sharepoint-portal-server-moss-event-handlers.aspx)

Support

Experiencing some difficulties? Support is available via email or through the chat feature of this site.

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