How to Connect to the Target Site

How to Connect to the Target Site

Overview of Import Options

List Bulk Import provides users with multiple methods to import data to SharePoint 2007, SharePoint 2010, SharePoint 2013, or SharePoint Online (Office 365/SharePoint Online).

Before importing to a SharePoint site, you must connect to it. We call this site the target site. The initial connection is made when the application launches. Follow these steps to connect then.

Step Action Result
1. HW18_LBI_Icon.jpg
Open List Bulk Import by double-clicking the desktop icon or navigating to the program from the Windows Start Menu (Start Menu > All Programs > Bamboo Bulk Import).
2.

HW18EnterTargetURL1.pngEnter the SharePoint Site URL where the target list is stored. Previously entered URLs are accessible by clicking the arrow which activates a drop-down menu showing the URL History List.

Clear the URL History list by clicking the Clear Site URL History icon (clear history icon.png).

Icon-WarningIMPORTANT: Include just the server and site in the URL. If you include a specific page (i.e., http://servername/SitePages/Default.aspx), an error message will be displayed.

3.

Select the radio button that corresponds to the SharePoint target site release (2007, 2010, 2013 or SharePoint Online).

NOTE: If connecting to SharePoint Online, Windows Identity Foundation installation is required.

4. Choose the Target Server Authentication from the drop-down menu. List Bulk Import supports the following authentication options:

SharePoint 2007

  • Windows
    • Active Directory Services
    • NT Directory Services
  • Forms
    • SQL Server membership provider
    • Active Directory membership provider

SharePoint 2010

  • Windows (Classic Mode Authentication)
    • Active Directory Services
    • NT Directory Services
  • Windows (Claim Based Authentication)
    • Active Directory Services
    • NT Directory Services
  • Forms Based Authentication
    • SQL Server membership provider
    • Active Directory membership provider

SharePoint 2013

  • Windows (Classic Mode Authentication)
    • Active Directory Services
    • NT Directory Services
  • Windows (Claim Based Authentication)
    • Active Directory Services
    • NT Directory Services
  • Forms Based Authentication

    • SQL Server membership provider
    • Active Directory membership provider
  • SharePoint Online (Office 365)

    • Office 365 build-in authentication provider

    HW18EnterTargetURL2.png

5. Select the radio button for Current Login Account to use your current Windows Login or select Custom Login Account to enter a different Account Name, Password, and Domain.
6. When ready, click Connect. Otherwise, click Close to exit the application. A wait message is displayed while the application attempts to connect. When successful, the main page of the List Bulk Import is shown.
HW18 main screen.png