Managing documents effectively is crucial for any organization. If you frequently use Google Sheets and SharePoint, you may be wondering how to save Google Sheets files to SharePoint. This guide will walk you through the process step-by-step, ensuring you can seamlessly integrate these two powerful tools.
Step 1 – Prepare your Google Sheet
Before you begin, make sure your Google Sheets file is ready. Open your Google Sheet that you wish to save to SharePoint.
Tip – Ensure all your data is accurate and formatted correctly to avoid any issues later on.
Step 2 – Download the Google Sheets file
To save Google Sheets files to SharePoint, you first need to download it in a compatible format. Here’s how
- Click on File in the top menu.
- Hover over Download and select Microsoft Excel (.xlsx).
This will download the file to your computer in Excel format.
Step 3 – Open SharePoint
Next, navigate to your SharePoint site. Sign in with your credentials if prompted.
Tip – Ensure you have the necessary permissions to upload files to the desired SharePoint document library.
Step 4 – Navigate to the document library
Once you’re in SharePoint, navigate to the document library where you wish to save your Google Sheets file. After that, you can easily access the appropriate folder to ensure your file is organized. By doing so, you’ll facilitate better management and retrieval of your documents in the future
- Locate the Documents tab on the left-hand side.
- Click on the appropriate folder (if applicable).
Step 5 – Upload the file to SharePoint
Now that you’re in the correct folder, you can upload the downloaded Google Sheets file. Here’s how
- Click on the Upload button, usually found at the top of the page.
- Choose Files from the dropdown menu.
- Select the Excel file you downloaded earlier and click Open.
Step 6 – Confirm upload
After uploading, confirm that your file appears in the document library.
Tip – You may want to refresh the page if you don’t see it immediately.
Step 7 – Set permissions (Optional)
If needed, adjust the permissions on your newly uploaded file to control who can view or edit it.
- Click on the three dots (ellipsis) next to the file name.
- Select Manage access.
- Modify the permissions as required.
Congratulations! You’ve successfully saved your Google Sheets file to SharePoint. By following these straightforward steps, you can not only enhance your productivity but also streamline your collaboration efforts. Moreover, integrating these tools will facilitate smoother teamwork and improve overall efficiency.
For more tips on improving your workflow with Google Sheets and SharePoint, check out Microsoft’s official documentation.
For further reading on maximizing the potential of Google Sheets and SharePoint, consider exploring
- Using Google Sheets with Microsoft Excel
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