Connection
Select an existing SharePoint connection or create a new one. For setup instructions, see Connection Setup on the SharePoint source page.Destination Properties
Site
The SharePoint site that contains the target document library. Enter a site name (for example,mysite) or the full URL (for example, https://company.sharepoint.com/sites/mysite). When a site name is used, the site URL is built from the tenant configured on the connection.
Path
The document library, optionally followed by a folder path inside it. Example:Shared Documents/exports. The library must already exist. Any missing folders in the path are created when the job runs.
File Name
The name of the output file. The correct extension is appended automatically based on the selected file format.File Format
Choose the output format:- CSV. Delimited text file. Configure Field delimiter and Text qualifier.
- JSON. One JSON object per line.
- Excel (XLSX). Excel workbook. See Excel Output below.
Operation Type
- Overwrite. Replace the file if it already exists.
- Create new file. Fail the job if the file already exists.
Write Header Row
For CSV and Excel output, controls whether row 1 is written from the column names. For Excel output in template mode, the default is off so the template’s own header row is preserved; for every other case the default is on.Excel Output
Select Excel (XLSX) as the file format to write an.xlsx workbook. Numbers and booleans are written as typed cells; text values are written as strings. Very large integers (above 2^53) and decimals with more than 15 significant digits are written as text so no digits are lost.
Excel output has two extra fields:
Sheet Name
The sheet the records are written to. Must be 1 to 31 characters and cannot contain: \ / ? * [ ] or be wrapped in apostrophes.
- Without a template. Defaults to
Sheet1. A fresh single-sheet workbook is created. - With a template. Required. Must match the name of an existing sheet in the template workbook.
Template Workbook (Optional)
Path to an existing.xlsx file inside the same document library, relative to the library root (for example, Templates/Job Assignments - Blank.xlsx). Not relative to the folder set in Path.
In template mode, the workbook is downloaded, the rows in the named sheet are replaced from row 2 down, and the result is uploaded to the destination file. Every other sheet, dropdown, formula, column style, autofilter, and named range in the workbook is preserved. The template itself is not modified.
Use template mode when the output has to fit a workbook the recipient already relies on. Examples include workbooks with cross-sheet dropdowns driven by lookup tabs, or with formatting and formulas that must survive the run.
Behavior in template mode:
- Row 1 stays the header row. With Write header row on, it is rewritten from the column names; with it off, the template’s header is kept exactly as-is.
- Rows past the last written row are removed from the sheet, so a shorter run does not leave stale data behind.
- Column styles from the template are copied onto any new cells written below the existing rows.
- The sheet name is not present in the template workbook. The message lists the sheets that are.
- A list dropdown anywhere in the workbook references the target sheet by a fixed range whose end row is shorter than the number of records written. The message names the range so you can widen it in the template.
sharepoint_max_template_bytes to raise or lower the cap for a job. See Using and setting variables in your packages.
Column Mappings
Map fields from the upstream pipeline to output columns. Each mapping has a source field and a destination column name. The destination column name is used as the CSV/Excel header and as the JSON key.Limits
- Record cap. Each job writes at most 500,000 records to the destination. Override with the package variable
sharepoint_max_records. - Template size cap. The template workbook cannot exceed 100 MB (default). Override with the package variable
sharepoint_max_template_bytes. - Tenant support. Only worldwide SharePoint Online tenants are supported. National cloud hosts (
.us,.cn,.de) and on-premises SharePoint Server are not supported.