How Does Adeptia’s SharePoint Connector Work?
SharePoint Connector allows you to access, create and update records in SharePoint and more importantly it allows you to integrate these records such as Lists, Views, Site Assets and other data entities with cloud or on-premise applications. Our platform allows you to:
- Choose from a library of shared SharePoint connections and integrate with Salesforce, NetSuite and many other cloud applications.
- Create your own SharePoint connection through a wizard and get started in minutes.
- Add new or update existing records in any SharePoint data entity.
SharePoint Connector Details
By using the SharePoint Connector as a source you can access any data record and integrate that data with any target application. As a destination you can use this connector to add new or update records.
Some more detail can be found in this blog post.
For more application connectors, click here.
Triggers
A trigger specifies the type of event that would kick-off a connection. In the case of SharePoint Connector the trigger can look for new records or updates in the data entities such as Lists, Views, Users, Site Assets etc.
User selects the trigger option from a dropdown when configuring the trigger.
| Trigger | Description |
|---|---|
| On Records Added | Triggers when records are added. |
| On Records Added Or Updated | Triggers when records are added or existing records updated. |
| All Records | Extracts all records starting from the beginning. |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of a Connection or a Shared Connection, you find an Action drop-down list. Select the required Action type from this drop-down list.
When SharePoint is the destination application, the following actions are available.
| Trigger | Description |
|---|---|
| Add New Records Or Update Existing Records | Adds new records or updates existing records in Sharepoint account. |
| Add Records | dds new records in Sharepoint account. |
| Update Existing Records | Updates existing records in Sharepoint account. |