SharePoint List Synchronizer for Microsoft Excel 2007 and 2010

Introduction

In Microsoft Office Excel 2003, you can connect to (read from) and update (write to) lists that reside on SharePoint sites. This allows you to keep the information in your Excel 2003 tables synchronized with the information that appears on the SharePoint site.

In Microsoft Office Excel 2007 and Microsoft Office Excel 2010, the ability to update the information in SharePoint lists from Excel is deprecated. Instead, Microsoft Office Access is the recommended platform for writing data to SharePoint lists and for using lists offline.

However, the SharePoint List Synchronizer for Excel 2007 and 2010, presented here, addresses this issue and allows Excel users to open SharePoint Lists in two-way sync.

Overview

In Office Excel 2007 and 2010, the ability to update SharePoint lists changed in the following ways:

  • Opening a list from SharePoint with Excel 2007 or 2010 disables the "Synchronize with SharePoint" feature.
  • Existing .XLS files from Office Excel 2003 still load and continue to support update functionality when opened in Excel 2007 or 2010.
  • Lists that link to a SharePoint site are converted to read-only tables when you save existing files to the new Open XML Excel 2007 or 2010 file formats.

Meanwhile, Microsoft published an add-in which allows users to publish new read-write lists in SharePoint ( Excel 2007 Add-in: Synchronizing Tables with SharePoint Lists). While this add-in works great to publish new Excel tables to SharePoint, it doesn’t address the issue of lists exported from SharePoint. For example, every time you export your SharePoint list to Excel 2007 and 2010; all changes applied in Excel cannot be synchronized back with the original list anymore, instead you need to apply those changes manually or use Microsoft Office Access. The "Synchronize with SharePoint" menu has disappeared.

Well, thanks to the SharePoint List Synchronizer for Excel 2007 and 2010, this scenario is now possible in Excel again: you can export your list to Excel 2007 and 2010, and synchronize back to SharePoint without any extra-effort!

Detailed product documentation

SharePoint List Synchronizer For Excel 2007 and 2010 Documentation.pdf

 

Free version

The product can be used free of charge for personal usage, for non-profit organizations and for businesses up to 5 employees. This simple online installable version is available from http://www.softfluent.com/xlsync_freeversion.htm.

The free version has restrictions in working in Enterprise scenarios because there are limitations with using this version with "User Access Control" enabled. In particular, you will need to use Internet Explorer in "Administrator mode" for installing the component and opening export files from Microsoft SharePoint.

 

Professional version

For enterprise organizations, we recommend the Professional version that includes a .MSI setup program for easy deployment across your organization. You will also benefit from a number of included support requests in case you encounter any problems with the product. This number varies depending on the purchased SKU.

To test it, use the TDC41D-KT40A-Y5KWH-TYY4Z-LGY9F temporary key expiring 03/31/2011.

To purchase a license, go to SoftFluent online store where you can use PayPal. Just select the relevant SKU depending on the number of users. Upon confirmation of your payment, you will receive within a few hours a non-limited license key.

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