Microsoft SharePoint Help Page
Microsoft SharePoint Input allows you read files and lists from SharePoint 365 and SharePoint On-Premise (2013 or 2016) and Microsoft SharePoint Output allows you to write files to SharePoint 365 and SharePoint On-Premise. The supported file formats are XLSX, CSV, and YXDB.
Current version
Compatible with Designer 2021.4.2 Patch 6, 2022.1 Patch 4 and later.
Compatible with AMP engine only.
Fixed issue that prevented SharePoint List Output to update more than first 100 records. (TDCE-126)
Fixed issue where SharePoint List Input didn’t include any Lookup values in the resulting dataset. (TDCE-187)
Fixed issue where SharePoint List Output couldn’t append records of the Choice data type. (TPM-2125)
Fixed issue where SharePoint List Output couldn’t update the list if the primary column was renamed. (TPM-2215)
SharePoint Output now uses a semicolon ; as a delimiter for multiple choices.
Known Issues
Previous versions
SharePoint Tool v2.4.1 (June 15, 2023)
Compatible with Designer 2021.4.2 Patch 6, 2022.1 Patch 4 and later .
Compatible with AMP engine only.
Fixed issue where SharePoint Input didn’t recognize the files with date or datetime fields as a valid YXDB file. (TPM-758)
Fixed issue where SharePoint Output to List updated only first 100 records. (TDCE-126)
Fixed issue where SharePoint Output tool didn’t display InvalidClientQueryException error sent by SharePoint API. (TDCE-136)
Fixed issue where SharePoint Output didn’t write to List fields that started with an underscore. (TDCE-137)
Fixed issue where the SharePoint Input ‘Download file locally’ option didn’t work with files other than XLSX, CSV and YXDB. (TFLN-1296, TPM-1956)
Fixed issue where SharePoint Output set to overwrite a specific sheet in XLSX file modified other sheets as well. (TPM-1575)
Fixed issue where SharePoint Output failed when creating or appending lists with Int16, Int32, Int64, Date and Datetime datatypes. (TPM-1803)
Fixed issue where default SharePoint List fields were written twice in case they were set to be visible in SharePoint List. (TPM-1876)
NTLM proxy authentication is now working for SharePoint On-Premise. (TPM-1922)
Known Issues
SharePoint Tool v2.4.0 (March 15, 2023)
Compatible with Designer 2021.4.2 Patch 6, 2022.1 Patch 4 and later.
Compatible with AMP engine only.
Fixed issue where SharePoint Input returned a conversion error when inputting certain data types from List. (TPM-1848)
Fixed issue where SharePoint Output changed the date fields to 70 years in the future. (TPM-1822)
Fixed issue where SharePoint Input didn’t read some list columns when the list was created from Blank list . (TPM-1726)
Fixed issue where SharePoint Output failed to update List when the ID column was selected as the primary column for the update action. (TPM-1297)
Fixed issue where SharePoint Input read the whole List despite an applied view. (TDCE-104 )
Known Issues
NTLM proxy authentication is not working for SharePoint 365 when using Service Principal.
NTLM proxy authentication is not working for SharePoint On-Premise.
When installed, tool will appear as a separate icon in the Tools panel.
SharePoint Tool v2.3.0 (January 12, 2023)
Compatible with Designer and Server 2021.4.2 Patch 6, 2022.1 Patch 4 and later.
Compatible with AMP engine only.
Added support for certificates which contain special characters.
Added support for NTLM proxy authentication (evaluation) - SharePoint 365 only.
Re-added support for SharePoint On-Premise (version 2013 and 2016).
Fixed issue with reading and writing various SharePoint List data types.
Fixed issue with reading “N/A” values.
Known Issues
Reading some types of metadata may cause errors.
Update action on the SharePoint Files Output Tool does not work when the ID Column is present in the input data or is selected as the Primary Column.
Reading YXDB files with datetime field types causes error.
Sharepoint Tool v2.2.0 (September 9, 2022)
Compatible with Designer and Server 2021.4.2 Patch 4, 2022.1 Patch 2 and later.
Compatible with AMP engine only.
Added support for DCM .
FIPS capable.
Added option to download folders and files locally for later processing.
Temporarily removed support for SharePoint On-Premise (version 2013 and 2016).
Renamed the tools to SharePoint Input and SharePoint Output.
Changed the behavior of sheet name field to be excluded from the written data. Added option to keep the sheet name field.
SSL/TLS validation is now performed against Windows Certificate Store.
Service principal authentication can leverage Sites.Selected instead of the Sites.All permission (How to ).
Sharepoint Files Tool v2.1.0 (April 6, 2022)
Sharepoint Files Tool v2.0.1 (January 31, 2022)
Compatible with Alteryx Designer version 2021.3.4 and later.
Sharepoint Files Input tool includes option for reading data from Lists (Site URL required in such case even for Sharepoint 365)
Tools are using user’s browser instead of embedded CEF to comply with Conditional Access policy
User-based authentication for Sharepoint 365 is valid for up to 6 months (depending on your Azure policy)
Sharepoint Files Tool v1.1.1 (December 13, 2021)
Sharepoint Files Tool v1.1.0 (November 02, 2021)
Sharepoint Files Tool v1.0.4 (August 11, 2021)
Compatible with Alteryx Designer version 2021.2.2 and later.
Initial release.
Built-in multitenant Azure App with an option to use custom Azure App (incl. single tenant app).
Supports reading and writing XLSX, CSV and YXDB file formats.
Proxy support.
Requires SharePoint 365.
This tool uses a .yxi file format. A .yxi file is a package that includes an Alteryx Tool and all of its dependencies zipped into a single file. When this file is imported into Alteryx, the tool is added to the tool palette in the category specified by the tool.
When sharing a workflow that uses a .yxi tool, the tool is not included and must be installed by the recipient.