How to Map Source Import File Fields to SharePoint List Columns

How to Map Source Import File Fields to SharePoint List Columns

Step Action Result
1. On the Map the Columns screen, select the Source Column to populate data in the Target Column (SharePoint List or Library). Target Columns that match Source Columns are shown by default. For an exact match, these columns require the same title AND the same order. HW18_MappingColumns.jpg
Note: If there are more than six columns, use the scroll bar on the right to move up and down the list.

You can modify the default mapping by:

  • Changing the Target Column displayed next to the Source Column, or
  • Changing the Source Column displayed next to a Target Column, or
  • Adding a new column that may not be shown by default, or
  • Clicking Clear above either or both column lists to reconfigure the entire mapping.
  • Clicking Default (available after a change has been made to the mappings) resets the mapping.

List Bulk Import provides the capability of maintaining historical information with the ability to update the target items’ read-only columns (Created, Created By, Modified, and Modified By) with your legacy data (see specifics in the list below).

For Created or Modified columns (Date values)

  • Date and Time
  • Single Line of Text
  • Multiple Lines of Text
  • Enhanced
  • Rich
  • Plain
  • Created
  • Modified

For Created or Modified by columns:

  • People and Group
  • Single Line of Text
  • Multiple Lines of Text
  • Enhanced
  • Rich
  • Plain
  • Created By
  • Modified By

  • Set any row’s source or target column to None if you do not want to import that column into the Target List

3. Because columns are mapped, data from the first record of the import file are displayed in the Sample Data column. If you selected the First row contains column headings checkbox on the previous screen, the data from the second row of the import file is shown as sample data.
4. Users can attach files to list items by matching the Attachment column of the target list to a Source Column that includes the file path and name. To include multiple attachments for a single item, separate each field path with a vertical bar (|).

When importing files to a Document or Picture library, SharePoint requires the mapping of the file path and name. To do so, map the target column Name to the source column that contains the file path and name.

Note: If you are updating existing files in the target Document or Picture library, mapping the Name column is still required; however, on the final step of the wizard, “Review and Import,” you can select the option Import Meta Data Only so that the actual file is not updated.

6. If importing to a Document Library, select a subfolder of the library to import your data to by clicking on the folder icon appearing next to the library name. Click the plus sign of the tree in the popup window and select the destination subfolder. Then, click OK.


Note: If importing to a subfolder, ALL the data in the import file will go to that subfolder. If users want some things to go to other subfolders, separate the items into different import files.

7. After mapping all columns, click Next.