Skip the hassle of manually exporting and logging data lists into spreadsheets or workbooks with our SharePoint Lists integration. With this integration, you can seamlessly sync live data directly into spreadsheets or workbooks, keeping your reports accurate, up to date, and ready to use. 

Explore a simple way of viewing lists of business-process data, including operational and administrative tasks and project progress tracking, automated in spreadsheets. 😎

*This feature is for Enterprise Plans Only*

Connecting to SharePoint Lists

Importing SharePoint Lists

Schedule your Import, Snapshots, and Add Automations

FAQs for SharePoint Lists Integration

Connecting to SharePoint Lists

1. Open the Coefficient Sidebar and click the Menu.

2. Select “Connected Sources”.

3. Scroll to the bottom of the page and click Add Connection. On the next screen, select "SharePoint Lists".

4. Select the button to Authorize.

5. You’ll be redirected to a new tab where you’ll be signed in to your Microsoft account automatically. Once the sign-in is complete, you’ll be redirected back to your spreadsheet. For Excel connections, you can return to the Excel platform manually after authentication.

Importing SharePoint Lists

1. Open the Coefficient Sidebar and click on the “Import from…” button.

2. Locate and select the "SharePoint Lists" connection.

3. Select "Start From Scratch."

4. The Import Preview window will open, showing a list of all SharePoint sites accessible to your account. Select one you'd like to import from. (e.g., All company).5. Choose the list you'd like to import. (e.g., Issue tracker 12221).

6. From the next screen, select the desired fields for the import. Filters, Sorts, and Limits can also be added to modify the import based on the data you are pulling. Click import once you are satisfied with the details.

ℹ️ NOTE: To view the latest data after making modifications, select the "Refresh Preview" button.7. Congratulations on creating your first import from SharePoint Lists! 🎉

Schedule your Import, Snapshots, and Add Automations

Once you have pulled your data into spreadsheets using Coefficient, you can set up the following:

1. Schedule your Import

2. Enable Snapshots

3. Set Up Automations

FAQs for SharePoint Lists Integration

I’m seeing an “Insufficient permissions” error. What should I do?

This error typically occurs if you don’t have the required permissions to access the selected SharePoint site or list. To resolve this issue, try the following steps:

1. Verify your permissions in SharePoint
2. Ask your SharePoint administrator to grant you access to the site or list
3. Reconnect your Microsoft account and try again

No. The SharePoint Lists integration only accesses List data. Coefficient does not have access to document libraries or files stored in SharePoint.

Can I connect multiple SharePoint accounts?

Yes. You can connect multiple Microsoft accounts if you have access to different SharePoint tenants. Each connection will display only the sites and lists that are accessible to the associated account.