Salesforce & SharePoint Integration


Microsoft SharePoint is a cloud-based platform that helps organizations share and collaborate on documents, projects, and ideas. It allows teams to work together in real-time, and provides a central location to store, access, and share information. SharePoint offers a range of features including document management, collaboration tools, and the ability to build custom business applications. It can be used as a standalone tool, or it can be integrated with other Microsoft products such as Office 365. SharePoint is designed to be flexible and scalable, and can be customized to fit the specific needs of an organization.

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Import from SharePoint to Salesforce

Import CSV Files from your SharePoint Sites to Salesforce. Insert, Update, Upsert, or Delete Accounts, Contact, Leads, Opportunities, Custom Objects etc. Simply login with your Microsoft details and provide Dataimporter with the required permissions need to download files

You will then be able to navigate through your SharePoint Sites within Dataimporter and choose the file that you want to Import:

Schedule Jobs to be run automatically

Set up your mapping , cleaning rules, and schedule the jobs to be run automatically, on a schedule of your choosing.

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