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HOWTO: Copy list data from one SharePoint farm to another using the Bulk Import.
Created on: 26-Feb-07. Print Article
Last Modified on: 05-Jan-11. Email Article
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List Bulk Import Step by Step Guide:

Copy list data from one SharePoint farm to another using the Bulk Import.

 

In this article, we will show you how to use the List Bulk Import tool to copy data from an Issue list that resides on a Windows SharePoint Service v2.0 (WSS 2.0) to a list that was created on a Microsoft Office SharePoint Server 2007 (MOSS 2007).

 

Step 1:

Make sure that your source list has a view that contains all the data that you want to copy.  In this example, we will use the All Item view of the Issue list.

 

 

Step 2:

Install the Bamboo Bulk Import on a computer according to instructions in the Application Notes.  Run the Bulk Import program, and:

  • Type in the URL (ie http://targetsite/) of the target site where your target SharePoint list resides.
  • Supply an access account that has permission to update the target list.  In this example, we will use the current login account of the user who is running the Bulk Import tool.
  • Click Connect.

 

Step 3:

Select Actions, and then Import Wizard on the main menu of the Bulk Import program.

 

Step 4:

Enter the URL of the source site where your current SharePoint list is, and enter an access account that has permission to read the source list.  In this example, we will use the current login account of the user who is running the Bulk Import tool.  Click Next.

 

Step 5:

Select the source list (Bugs List) and the target list (Issue Tracking List) from the dropdown.  Click Next.

 

Step 6:

In this step, you want to map the fields from the Source list to the correct fields of the Target list. The sample data from the source list is listed on the right as a reference.  Make sure to select the column only once, or you will get an error message.  Click Next when ready.

 

Step 7:

This step allows you to standardize the content of the Choice fields between the lists.  For example, the source list contains an Assigned To field that needs to be mapped into the available choices on the target system.  In this example, we will first let the system perform its automatic mapping by:

 

Select the Assigned To in the left pane.  The program will show all the available choices from the source list in the List Values dropdown.

 

Step 8:

Click Auto Map. The system will match the choices in the target list that are the closest match to the source list.  Notice that we have some choices, like "Emily Futrell" that are not present on the target list.

 

Step 9:

Select one of the available choices, in this case "Emily Bien", then click Map.  When the program copies any item that is assigned to "Emily Futrell", it will assign those items to "Emily Bien" in the target list.

 

Step 10:

You can map the rest of the Choice columns.  Note that most of the columns use the same choices, and thus can easily be mapped automatically.  Click Next when all the mappings are completed.

 

 

Step 11:

Since this is a new copy of the list, we will not need to check for record duplication.  This step is only needed when you want to update an existing list with new contents.  Click Next.

 

Step 12:

You can save the configuration of the list by typing in a name, and clicking SaveClick Import when ready to import records to the target list.

 

Step 13:

When the import program is completed, it will display the results status. If there are any records that failed to import, you can select the failed item and see a specific error code.

 

Step 14:

Verify the records are successfully imported to the target list.

 

 

- End -

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