Microsoft SharePoint as a Source
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Microsoft SharePoint as a Source
- 3 Minutes to read
- DarkLight
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Microsoft SharePoint is a web-based collaboration platform that allows organizations to store, organize, share, and manage documents and content securely. It’s commonly used for creating internal websites, managing workflows, and enabling team collaboration across departments.
Authorize Connection to Microsoft SharePoint
- On the Authorizers page, click on Authorize New Service and select Microsoft SharePoint.
- Provide your Tenant ID.
- In the Microsoft Entra admin center, go to the Overview page. The ID will be in the Basic Information section.
- For more information, see Microsoft's official documentation.
- Rename your authorizer for easier identification and click on Save.
How to Create a Microsoft SharePoint Data Source
- On the Sources page, click on the Create Source button and select the connector from the list.
- From the drop-down menu, choose your authorizer.Didn't find your authorizer?
Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.
- Select your Sharepoint Site and Name your data source.
Set up Your File
In the File setup step:
- Name your file. You can apply dynamic file naming using predefined patterns. For more details, see Dynamic File Naming Patterns.
- Select your File Format. We support the following formats:
JSON,CSV,XML,XLXS,PARQUET. - [Optional] You can choose to compress your file.
- If you selected the
CSVorXLSXfile format, you can also configure the following additional settings:
| CSV Settings | Description |
|---|---|
| CSV Delimiter | Specifies the character used to separate values in the file. You can select from the following delimiters: comma ,, semicolon ;, or tab \t, or pipe |. |
| Comment | [Optional] Lines starting with this character will be treated as comments and ignored during processing (e.g., #). |
| CSV Lazy Quotes | If enabled, allows fields with mismatched or unescaped quote characters to be parsed without error. Useful for handling imperfect CSVs. |
| CSV Header | If enabled, the first row of the file will be treated as the header row (column names). Disable this if your file does not include headers. |
| XLSX Settings | Description |
|---|---|
| Sheet | [Optional] Specifies the name of the worksheet within the Excel file where the data should be written. |
| Sheet Range | [Optional] Defines the cell range where data should be placed (e.g., A1:D100). Leave blank to use the full sheet automatically. |
| Sheet Header | If enabled, the first row in the sheet will be treated as a header (column names). Disable if the sheet should contain raw data only. |
Finish Your Source Configuration
- In the Transformation step, you can manually edit the transformation pipeline if needed to fine-tune how your data is processed before reaching the destination.
- Configure your sync frequency or set the exact synchronization time under Show advanced settings.
- Preview your data by clicking on the Test Data button in the top right corner. You can adjust the date range for a more specific time frame.
- Click on Save and congratulations, your new data source is ready!
Troubleshooting
Data Preview Unavailable
No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:
- Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
- Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.
Metric and Ad Recall Data Don't Match
The Reach and Recall metrics cannot be summed to get the totals for longer time periods. As these metrics measure the daily unique users who view your ad (= reach) or will remember the ad (=ad recall), it is not possible to get data for a specific time period and/or aggregate the data.
To avoid this, you can
- Get daily breakdowns: The daily values will match, but not when summed up over a longer time period.
- Extract data weekly or monthly: These weekly/monthly values will match.
Simply create a new source and a new flow with the particular breakdown (for example, a source and a flow with daily breakdowns/synchronizations).
Read more about the metrics, and why the data may not be matching here.
Related Articles
Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.
Sending Data to Dashboarding Apps
Sending Data to Data Storages
Other Resources
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