Connect to a Local Source

Connect to a Local Source

Overview of Importing

Select the type of local Source Type from the dropdown, then click Browse to locate the file containing the file to be imported.

xls, xlsx Files

Note: To import a Microsoft Excel File, Microsoft Excel must be installed. If your computer is running 32-bit Windows, List Bulk Import supports the 32-bit version of Microsoft Excel. If your computer is running 64-bit Windows, List Bulk Import supports the 64-bit version of Microsoft Excel.

Choosing a Microsoft Excel file (*.xls or *.xlsx) requires the following Import File Information:

  • Sheet Name: Users must choose the Sheet in the Excel workbook that contains the data to import.
  • First Row Contains Column Headings: Check this box to indicate that the first row contains column headings and not data.
  • Transpose Selected Excel Sheet: Check this box to transpose the previously referenced Excel sheet. You are prompted to enter the Starting Cell and Ending Cell when this option is selected.

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csv, txt Files

Choosing a CSV file (*.csv or *.txt) requires the following File Information:

  • Field Separator: If the file selected is a CSV file, this is set to Comma(,) by default. Otherwise, select the appropriate choice for your data.
  • Field Data Delimiter: Select the delimiter used in your data file. This option is especially useful with CSV files because data often has commas in numeric values and using a delimiter will ensure that the comma is included in the data rather than used as a field delimiter.
  • First Row Contains Column Headings: Check this box to indicate that the first row contains column headings and not data.

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Local or Network File Directory

Migrating a Local or Network File Directory allows you to replicate the file structure and content to a Sharepoint Library. Additional configuration options are available under the migration tab in Migrate a Local File Directory.
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Next: Connect to Target Site

Overview of Importing