Reading Excel data from sharepoint

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Hello!

I am currently working on an automation that involves sharepoint. Some of the steps I have to do are:

  • Go to the “Logs” folder and read the “Log.xlsx” document (this is to log the results of the automation)

  • Go to “Recent Forms” folder, read each form to make sure certain fields are filled out, then record whether or not the correct fields are filled in the Log document

Logic-wise, I understand what I have to do, however my biggest issue is reading the data on sharepoint. I have tried to use the SharePoint Custom Activities Package (Sharepoint custom activities link), however this does not work properly for me and it also does not do what I am looking for. I am also unable to map the sharepoint folder to my local machine, as I do not have permission to do so.

Is there another way I can read and write files from sharepoint?

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Fine
We got one more option like we’re we able to sync that share point folder to our local machine
So that once after syncing them we can access that folder from our machine as a normal folder will be fetched

cheers @Hisuhong

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Hi @Palaniyappan, how do you sync a sharepoint folder to a local machine?

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In sharepoint folder page we will be having an option to sync that folder to our local machine
Kindly check that once or we need to have the access to do that
Cheers @Hisuhong

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@Palaniyappan, Can you explain more where this option is? I’m new to SharePoint.

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My business uses onedrive (but it also says sharepoint…?) so I’m a bit confused on how to sync the sharepoint folders to local machine, as I can’t seem to find the option for that :frowning:

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@Palaniyappan my sharepoint is this but I don’t see an option to sync

SharePoint
SharePoint1928×1040 92.5 KB

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I m also referring to the same one drive
There we can find at left top with options like
New Upload Sync Flow

@Hisuhong

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I found the “Sync” option, but it’s not available. Is this something I have to install separately?
image

@Palaniyappan

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Awesome we can enable but,
We need to have admin rights to set for that
@Hisuhong

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Oh… That won’t work out then. I have to give this automation to another team upon completion so it will be a bit troublesome for them if we need admin rights. @Palaniyappan is there a way I can sync this to my onedrive folder instead?

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That’s one way of handling
Or may I know issue you were facing with share point activities
@Hisuhong

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@Palaniyappan Most of the sharepoint activities do not work for me because I do not have the necessary permission.

I tried to look for ways to sync sharepoint to onedrive but I could not find any resources. Do you know a way to do this?

Thank you for your help! :smiley:

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I think both the issues rely on permission or rights to access share point right…
Kindly get them so that we can easily access them in either way

Cheers @Hisuhong

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@Palaniyappan I managed to sync to my local machine using the “Map network drive” way. Though this method has some issues, it at least managed to sync properly

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Great
So I hope you will be now able to access that from your local drive and get the files in it with normal GetFiles method

Cheers @Hisuhong

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I am using the Read Range activity in the excel application scope, however now it’s asking me to sign in as shown below:

Excel
Excel485×604 20.4 KB

However when I input the email address, it gives a blank pop up and does not read the excel doc, even when a lot of time passes. Do you know how I can prevent this popup from appearing?

@Palaniyappan

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Hi
Did we try with WORKBOOK ACTIVITIES
Search as workbook in activity panel and it would give us the same set of activities that we have in excel activity package
Cheers @Hisuhong

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