Connect your platform Data Sources to a SharePoint List to enable one-way synchronization. This ensures that any changes made in SharePoint are automatically downloaded and updated in your Data Source on a regular schedule for use in your app.

Adding the Connector

Follow these steps to link a Data Source to your SharePoint List:

1. Navigate to Data Hub > Data Sources.
2. Hover over the desired data source and click the Settings icon.
3. Locate the Connectors section (scroll down) and click Add Connector.
4. Select SharePoint List from the options.

Note: The synchronization remains active automatically until the connector is removed or an authorization error occurs.

Configuration Settings

Connection & Frequency

• Using Connection: Select the authenticated SharePoint or MS Graph connection you wish to use.
• Refresh Frequency: Define the time interval (e.g., Every 30 minutes, Daily) for the system to check SharePoint for updates and pull new data.

Destination Details

• Sub-Site Name: * If using MS Graph, this field is required.
  
  Enter the Site or Sub-site name (e.g., site OR sub-site ).
  • If the list is in a sub-site of your connected SharePoint URL, specify the name here.
  • If you’re using an App-Only Microsoft Graph Connection with restrictive permissions (e.g., Sites.Selected), site search is disabled; you must provide the full SharePoint site URL (e.g., tenant.sharepoint.com/sites/mysitename) to establish the connection.
• List Name: Enter the exact name of the SharePoint List you want to bind to. The connected account must have “Read” permissions for this list.

Advanced Filtering

• Filter by CAML: (Optional) Define a CAML <Query> statement to filter or reorder your SharePoint List results before they are imported.
• Columns From View: (Optional) Specify a target view to load specific columns.
  • Default: If blank, the “All Items” view is used.
  • You can manually enter internal column names as a comma-separated list (e.g., ID, Column_1, Column_2).
    Learn more about internal column names

Verification & Logs

The connector triggers immediately upon saving for the first time. To manage or verify the sync:

1. Manual Sync: Click the three-dot menu (⋮) on the connector and select RUN NOW to trigger an immediate download.
2. Check Rows: Navigate to the Rows tab of your Data Source to see the imported SharePoint data.
3. Troubleshooting: If rows do not appear, click the three-dot menu (⋮) and select VIEW LOGS. This will display any authorization or path errors preventing the sync.

Tips & Tricks

Optimize with CAML

Using a CAML query is the most efficient way to sync large SharePoint lists. By filtering data at the source (SharePoint) rather than after it’s downloaded, you reduce sync time and ensure your Data Source only contains the specific records your mobile users need.

Learn more about CAML