Transfer data from excel to customised Infopath form - InfoPath Dev
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Transfer data from excel to customised Infopath form

Last post 08-19-2011 11:27 AM by Jimmy. 4 replies.
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  • 08-16-2011 09:48 AM

    Transfer data from excel to customised Infopath form

    I have a customised infopath form developed for me & it forms part of a workflow in SharePoint. At the moment the original data is fed into excel by a 3rd party & sent it to me in excel. I then have to manually fill the data from excel to Infopath form in SP. Is there a way that data from excel can automatically be exported to a customised InfoPath form? The fields in both the forms are similar.

    I would appreciate a quick reply & thank you in advance.

    Leo 

  • 08-19-2011 05:14 AM In reply to

    • TedCa
    • Not Ranked
    • Joined on 08-13-2011
    • Posts 4

    Re: Transfer data from excel to customised Infopath form

     I assume that you could save the excel data in csv or XML format - I guess you could write code to then import the data into the form on the form_load event - another approach might be to cut and paste.  What type of form is it - is it browser based? 

  • 08-19-2011 06:32 AM In reply to

    Re: Transfer data from excel to customised Infopath form

    The customised InfoPath form is in SharePoint. I receive the data in excel in an email & currently manually copy it on to InfoPath form in SharePoint. Both the forms (excel & InfoPath) have similar fields. InfoPath form has different views though. If the data can't be transferred in SP, I am looking to transfer it to standalone InfoPath form & then upload it in SP.

    I am trying to get away from the cut & paste (unless I could cut & paste the whole form which I don't think is possible) as want to make it as automated as possible.

    I am not a developer and have basic coding skills only. I wanted to find out what are the exact steps involved & how complex is the work? If I can't do it myself then I will look for a developer & the cost involved in getting the work done.

    Thank you in advance for your help!

     

     

     

     

  • 08-19-2011 09:54 AM In reply to

    • TedCa
    • Not Ranked
    • Joined on 08-13-2011
    • Posts 4

    Re: Transfer data from excel to customised Infopath form

     It sounds complicated and I think you may need a developer - but maybe you should skip using InfoPath altogether and get the developed to write something to load straight into SharePoint....

  • 08-19-2011 11:27 AM In reply to

    Re: Transfer data from excel to customised Infopath form

    Hello Leopride,

    Qdabra has developed a tool specifically to enable doing this:

    http://www.qdabra.com/en/products/ExcelToInfoPath.aspx

    It should even be possible to set it up to deposit the generated InfoPath documents right into your SharePoint library.  Have a look!

    Jimmy Rishe / Software Developer / Microsoft MVP
    Qdabra Software
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