How to Merge SharePoint List Data Into a Word Document

Written by katrina matterhorn
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How to Merge SharePoint List Data Into a Word Document
Share SharePoint lists with your work team. (computer with sales chart on screen image by patrimonio designs from

SharePoint is a Microsoft software platform created to increase collaboration and design web portals, manage content and share company documents and business intelligence tools. SharePoint can be used to give people information on company data, business reports and applications to address specific company needs. It also can be used to build team sites, facilitate idea sharing, enable community uploading and access expert information. Additionally, it was designed to work with the Microsoft application suite. Merging SharePoint list data into a Word document requires a few steps to format.

Skill level:


  1. 1

    Open a new Excel and Word file; these are the two points from which you will merge your list.

  2. 2

    Open your SharePoint site. Click on "View All Site Content." Locate the list you wish to merge. Click on the list to open it. Click on the "Actions" pane and then click "Export to Spreadsheet."

  3. 3

    Click "Open" within your "File Download" box. Once the "Import Data" dialogue box opens, click "Existing Worksheet." Choose the cell you wish to import your SharePoint list to. Click "OK."

  4. 4

    Hover over the data you have imported. Select the data and right-click to copy the contents. Move to your Word document and right-click to "Paste" your information into your Word document.

  5. 5

    Save your Word document. Click on "Save As" under your "File" pane and choose a name for your file.

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