SharePoint is a web-based collaborative platform that integrates with Microsoft Office. SharePoint is primarily sold as a document management and storage system, but the product is highly configurable and usage varies substantially among organizations.
Kloudio's MS SharePoint integration allows users to easily create reports using file data (only CSV file) from MS SharePoint's Document Library and run the reports in Google Sheets or Excel.
The following article will help you get started:
- Create a MS SharePoint connection on Kloudio
- Setup your connection settings
- Start creating reports
STEP 1: Create a MS SharePoint connection
Go to Kloudio Connections and Click the button to create a New Connection.
You will see the below screen. Click the Setup button under the MS SharePoint icon.
Enter your MS SharePoint account login information, allow Kloudio to access your MS SharePoint sites' files, and proceed to Step 2.
STEP 2: Setup MS SharePoint sync settings
Now it's time to set up your MS SharePoint data sync settings.
This will enable you to sync your SharePoint sites CSV file data to a database of your choice.
Kloudio will do this on your behalf by invoking Microsoft Graph APIs based on your configured sync frequency.
a) Connection name
b) Choose an existing database connection: This is where Kloudio will sync your SharePoint CSV files data. Once it's synced, it will be available for creating Kloudio reports in builder or SQL mode
c) Choose a schema name where you'd like your data to be synced
d) You can also optionally use Kloudio's data warehouse in case you don't have any data warehouse to sync your data to
e) Add Table Name, Site URL, Library Name, File Path under 'Data Options'
i) Table Name- Name of the table where your data will be synced
ii) Site URL- The URL of the SharePoint site. As shown below.
When you open any file, the path will look something like this:
Communication site >Documents > Movies > movies.csv.
iii) Library Name- The name of the document library where file is stored. For example in the above path, the Documents is the library name.
iv) File Path- The path of the file, including the folder. For example in the above path,
Movies(is the folder) and movies.csv (is the file name)
f) Enter the frequency and interval under 'Sync Schedule'
g) Click 'Save & Sync'
By now the sync should start running. You will get a confirmation once it's completed running.
STEP 3: Create Kloudio reports from your MS SharePoint connection
Once the MS SharePoint connection is created and synced as per steps 1 and 2 above, you can create reports.
Please ensure you select the connection and schema as used in the MS SharePoint connection settings from Step 2.
5. Remove Tables from MS SharePoint integration.
In the Table options from the integration settings page, you can click on 'X' to remove the required table like below.
This will delete the table from the data warehouse.
Feel free to chat with us or drop an email in case you have any questions related to this integration.