on
03-31-2025
10:13 AM
- edited on
04-28-2025
12:47 PM
by
nathan_love
Table of Contents
Integrating SharePoint with Alteryx enables data connectivity, allowing users to automate workflows, streamline data processing, and enhance collaboration. By connecting directly to SharePoint, teams can access and manipulate real-time data without manual downloads, ensuring more efficient reporting and analysis. Additionally, this integration maintains SharePoint’s security and compliance controls, ensuring data integrity while reducing manual effort. This guide will walk you through the steps to connect SharePoint to Alteryx and optimize your data processes.
Visit the Alteryx Marketplace to download and install a tool version compatible with your version of Designer/Server.
Review the Release Notes for the connector version.
The user must have required access to the specific Sites and Folders within SharePoint. Please see the Administration section for details and resources to provide your organization’s Microsoft/SharePoint admin.
Designer users rely on a series of connection and tool–specific steps to integrate SharePoint data into their workflows. These resources cover the connection process from initial setup to integration within workflows, ensuring Designer users can reliably work with SharePoint data.
Use the SharePoint Input tool to read data from your CSV, XLSX, and YXDB files as well as lists from your SharePoint site:
Use the SharePoint Output tool to write data to your CSV, XLSX, and YXDB files as well as lists in your SharePoint site:
The Alteryx Help pages provide detailed reference material for each tool:
The Interactive Lesson SharePoint Connector Tools for Designer Desktop is a great place to understand the tool better, as it walks users through examples and tool usage.
For environments managed on Alteryx Server, configuration involves ensuring that server‐side processes can interact correctly with SharePoint. These articles help Server admins configure their environments to support secure, reliable connections and data flows between Alteryx Server and SharePoint.
As of SharePoint Tools v2.2.0, DCM must be used for workflows containing this tool to run successfully in Gallery.
How to Run SharePoint Workflows in Gallery with DCM explains how to share SharePoint workflows on the Alteryx Gallery using DCM, outlining the necessary setup and configuration steps. It also provides guidance on prerequisites and troubleshooting tips to ensure workflows are correctly published and easily accessible.
SharePoint administrators can leverage various resources to set up, maintain, and optimize SharePoint integrations. These resources help SharePoint admins stay current with configuration requirements, adopt best practices, and resolve common challenges through community knowledge and official documentation.
The SharePoint connector allows you to use Service Principal for downloading and uploading files, but it requires the "Sites.All" permission, which gives the user access to all the Sites in the tenant. To avoid this, SharePoint can work with "Sites.Selected" permission, i.e., the Azure admin can limit the scope of Sites the app has access to.
These Community discussions provide additional insights and best practices shared by users:
Many articles and community posts address frequent issues encountered when integrating SharePoint with Alteryx, along with workarounds to resolve them. By consulting these resources, users can diagnose and resolve the common pitfalls encountered during SharePoint integration.
Address challenges with using service principals on Designer setups, including troubleshooting tips when expected site data isn’t loading:
Community discussions that offer workarounds for errors and advice related to list updates and metadata handling, such as:
A discussion on Convert data type from string to float highlights potential data type conversion challenges when handling SharePoint data.
Post your SharePoint connector question in the Designer Desktop discussion forum to get a response from our active community of Alteryx users. You can also search the Knowledge Base for error resolutions.
If your question seems to be an opportunity for Alteryx to make improvements, please submit your idea to Alteryx Ideas. Some of our best features are based on feedback from users.
A final option for Sharepoint issue resolution is to submit a case in MyAlteryx to engage the Alteryx Customer Support team. Check out this how-to guide on case creation to get started.
What an excellent resource!
Hi @MeganBowers, this blog is great!
Could you elaborate/link out to more resources on the bit where you say
"Have the SharePoint files replicate to a UNC location that both local Designer and Server can access."
please?
I'm struggling to find much on setting up that process...
@OllieClarke Glad you enjoyed the article! Does this resource help? https://knowledge.alteryx.com/index/s/article/How-To-Connect-to-Sharepoint-with-Alteryx