Import from a Microsoft Windows SharePoint Services list

Microsoft Office Access 2003

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Import from a Microsoft Windows SharePoint Services list

You can use the Import from Windows SharePoint Services Wizard in Access 2003 to import data from lists or views of a list in Windows SharePoint Services.

  1. In the database window, click File on the Access toolbar.
  2. Click Get External Data.
  3. Select Import.
  4. In the Import dialog box, for Files of type, select Windows SharePoint Services. This opens the Import from Windows SharePoint Services Wizard.

  5. ShowOn the Select a Site screen, specify a Windows SharePoint Services site that has the list you want to import.

    You can select from the previous 10 Windows SharePoint Services sites you have connected to or type in a different site. Click Next.

    Note  You can only import from a site that uses Windows SharePoint Services 2.0 or later. The site must contain at least one list.

  6. ShowOn the Select Lists screen, select the lists or the views of a list you want to import.

    • If you want to import one or more lists, select Import one of more lists. Hold the shift or control key down to select more than one list.
    • If you want to import one or more views of the same list, select Import one or more views of a list.
    • A list contains one or more columns. A column can be defined to have lookup values that are retrieved from a related list. If you want to be able to edit such a column with its lookup values, ensure that Retrieve IDs for lookup columns is selected. If you only want to view the column with its display value, clear Retrieve IDs for lookup columns.
  7. Click Next and proceed to step 8, or click Finish to complete the import process.

    Note  If you click Finish, the lists or the default view of the list that you have selected in step 6 above will be imported. If Retrieve IDs for lookup columns is selected, linked tables will be created for any related lists that contain lookup values for columns in the selected lists or default view of the selected list.

  8. ShowIf you selected to import one or more lists in step 6

    • If you have Retrieve IDs for lookup columns selected in step 6 above, on the Select Related Lists screen select the related lists that contain lookup values for columns that you would like to be able to edit. You do not need to use the shift or control key to select multiple items on this screen. Clicking an item would switch between selecting and deselecting it. Then under Link/Import Options, choose to either link to the selected related lists, or import the selected related lists. Click Next and proceed to step 10, or click Finish to complete the import process.
    • If you have Retrieve IDs for lookup columns cleared in step 6 above, click Next and proceed to step 10, or click Finish to complete the import process.

    Note  If you click Finish at this point, the lists that you have selected in step 6 will be imported. If Retrieve IDs for lookup columns is selected, then the selected related lists will either be linked or imported, according to your choice under Link/Import Options.

  9. ShowIf you selected to import one or more views of the same list in step 6

    1. On the Select View screen, select one or more views of the list to import. Hold the shift or control key down to select more than one view. Click Next to proceed to the next step or click Finish to complete the import process.

      Note  If you click Finish at this point, the selected views will be imported. If Retrieve IDs for lookup columns is selected in step 6, then linked tables will be created for the selected related lists.

    2. If you have Retrieve IDs for lookup columns selected in step 6, on the Select Related Lists screen select the related lists that contain lookup values for columns that you would like to be able to edit. You do not need to use the shift or control key to select multiple items on this screen. Clicking an item would switch between selecting and deselecting it. Then under Link/Import Options, choose to either link to the selected related lists, or import the selected related lists. Click Next and proceed to the next step, or click Finish to complete the import process.

      Note  If you click Finish at this point, the selected views will be imported. The selected related lists will either be linked or imported, according to your choice under Link/Import Options.

    3. If you do not have Retrieve IDs for lookup columns selected in step 6 above, click Next and proceed to the next step, or click Finish to complete the import process.

      Note  If you click Finish at this point, the selected views will be imported.

  10. The Finish screen displays all the lists (including related lists) or views of a list that you have selected to import or link to. Click Finish to complete the import process and have the selected views and lists imported or linked to as you have specified, or click Back to return to a previous step to make changes.

    Note  Some of the related lists may in turn contain columns with lookup values defined in other lists that are not displayed on this screen. If you want to be able to edit with the lookup values that these lists contain, you will have to import or link to such lists separately.

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