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Microsoft 365 / SharePoint

Microsoft 365 / SharePoint is the Destination that allows you to send documents to a document library of a SharePoint site, using a Microsoft 365 work account.

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To send documents to a personal Microsoft account, use the Microsoft OneDrive Personal destination.

To enable this communication you can either connect your AIDA account to your Microsoft account via the button Connect SharePoint account or choose an existing connection (already used in another destination or document type).

Communication between AIDA and SharePoint is secure because it is based on the OAuth 2.0 protocol. For more information you can visit the site of OAuth

Once your account is linked, you can configure:

Target site​

Choose the SharePoint site where AIDA will send the documents.

Document library mapping mode​

Choose in which document library of the site AIDA will save the documents:

  • Fixed - configure target document library manually: choose the library from the Target document library list. All documents are saved in that library.
  • Dynamic - based on property value: choose a property in Property containing document library's name. For each document, AIDA uses the value of that property to find the library with the same name in the target site (upper and lower case are ignored). If the property has no value or no library matches, the document is not sent.

Destination directory​

In Fixed mode you can click Select to choose a folder of the document library. If you don't choose a folder, AIDA saves the documents in the main folder of the library. In Dynamic mode the documents are always saved in the main folder of the library.

AIDA will use the rules you set in the Data-driven page to rename and archive the document.

Duplicate file name behaviour​

Decide how AIDA should behave if a file with the same name already exists within the target folder:

  • Overwrite: AIDA will replace the old file with the new one
  • Don't overwrite, add <index> to the file name: AIDA will add an increasing number to the end of the name (for example file.1.pdf, file.2.pdf, etc.)
  • Don't overwrite, add z<index> to the file name: AIDA will add the letter 'z' and an increasing number to the end of the name (for example file.z1.pdf, file.z2.pdf, etc.)
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SharePoint does not support the following characters in file and folder names: # \ / : ? * < > " |

If AIDA finds them, it will replace the unsupported character with the underscore _ before sending the document to SharePoint.