Knowledge Base
Using SharePoint as a Data Source
Browse Common Categories
- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Using Outlook as a Data Source
- Using OneDrive as a Data Source
- Using SharePoint as a Data Source
- Setting up a Microsoft Graph Odata Connection
- Creating a Teams Task
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
Using SharePoint as a Data Source
Setup a SharePoint Folder Data Source Integration.
Note: SharePoint is only available as a folder data source.
1. In SmartConnect navigate to Data Sources > Bulk Sources > Folder.
2. On the Folder Data Sources window select “Create Bulk Folder”.
3. On the New Folder Data Source screen, select the data source file type.
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4. Description – Friendly description for the data source.
5. File Selection – choose “Load from SharePoint connection”.
6. Template File Details tab.
- File Type – read-only view of file type of data source.
- Template File – Select a sample source file with same column headers and data types as files from SharePoint folder.
- Excel Sheet – Worksheet from Excel file to process.
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7. SharePoint Details tab.
- SharePoint Connection – Select a Graph Odata connection.
- Source Directory – Location where the files used for integration are stored.
- Success Directory – Files that are processed successfully are moved to this location.
- Fail Directory – Files that fail during processing are moved to this location.
- Empty File Action – Drop down list which indicates the action should be taken on empty files.
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- Leave File – leave empty files in the Source Directory.
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- Move File to Failure – move empty files to the Fail Directory.
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- Move File to Success – move empty files to the Success Directory.
- Overwrite Files – If selected, files in the Fail and Success Directories will be overwritten.
- Append Date Time – If selected, SmartConnect will add the current date and time to files moved to the Fail and Success Directories.
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8. Click Validate.
9. Click Preview to display a pop-up window with a sample of the data from the template spreadsheet.
10. Click Save.
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