We’re pleased to announce support for SharePoint and Box, through new connectors that are now live on the platform.
Just like our existing connectors to services like Dropbox and Google Drive, setting up these new connectors is quick and easy.
Connecting to SharePoint 2013 and SharePoint Online
SharePoint support has been one of our most frequently requested features, so we’re excited to unlock access directly into Microsoft’s browser-based collaboration and document management platform.
To get started, set up a SharePoint connection via the Connections page found off the right-hand menu.
Enter the web accessible address of your site along with the username and password of a SharePoint user account that has the necessary access to your target Lists and document Libraries.
Next, add connectors onto Data Sources and Form Screens to push and pull SharePoint data.
For Data Sources, you pull data from SharePoint Lists which contain rows and columns.
The connector allows you to easily pull all rows from a List by default.
If you want to control the rows retrieved then use our Filter by CAML option to specify an XML-based query. This means that you can filter your lists for the data you need to be pulled into the platform for use in a data source.
You can also control the columns retrieved by defining a custom List view in SharePoint and setting up the connector to pull the columns from this view instead of the default “All Rows” view.
On the Forms side, you can push file outputs generated from Form entries into your SharePoint libraries.
Much like our other connectors, data can be saved in various file formats including PDF, with our data template functionality available for creating great custom outputs.
Future upgrades to the SharePoint Forms connector will add support for pushing Form entry data directly into Lists and other SharePoint entities, so watch this space 🙂
Connecting to Box.com
Alongside our SharePoint connector, we’re releasing our new Box Connector.
Box offers secure content management and collaboration for individuals, teams, and businesses, enabling secure file sharing and access to your files online. Like our other connectors, a Connection needs to be set up in order to authenticate with Box.
Set up a Data Source Connector to pull data from Excel or CSV files stored on your Box account.
You can also push data to your Box account as PDF, Excel, CSV, Text and Word files using a Form Connector.
Data Templates are also available for creating custom outputs.
We look forward to hearing your feedback on these new Connectors!