Excel Sheet in Sharepoint

Overview

Integrating Sharepoint Sheet with Introist allows you to sync data from a specific sheet stored in your Sharepoint. Here’s how you connect the sheet

Share the file

In Sharepoint, open the file you want to use, select Share.

In the opening dialog, input _dataloader@introist.co._ Click “Send” to save changes.

Note

You can reduce the sharing permissions to “Can view” if you want to as Introist does not modify the file in any way.

After sharing the file, click Copy link to get the sharing link for the next step.

Create Introist Data Source

1. In Introist, navigate to Data → Data Sources.
2. Click Connect Data Source.
3. Select Excel Sheet in Sharepoint from the list.
4. Write the sheet name you want to use to Sheet name.
5. Click Connect.

Your sheet is now connected to Introist and you can start mapping the data to your desired destinations.