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SharePoint Lists Integration on Flowsite — Frequently Asked Questions

Find answers to common questions about the Flowsite SharePoint Lists integration, including setup, sync behaviour, plan requirements, and troubleshooting.

Written by Nina Yang

General

What is a SharePoint list?
SharePoint lists are collections of data you create and manage on a Microsoft SharePoint site — similar to a table or spreadsheet stored in Microsoft 365. Common examples include employee directories, asset registers, contractor records, and project lists.

What does the SharePoint Lists integration in Flowsite do?
It automatically syncs items from a SharePoint list into a Dashpivot list on a schedule. Once set up, the list stays populated from your SharePoint data without anyone copying items across manually.

What plan do I need?
The SharePoint Lists integration is available on Flowsite Premium and Platinum plans.

Is the sync one-way?
Yes. Data flows from SharePoint into Dashpivot only. Two-way sync is not currently supported.

Which SharePoint sites are supported?
Any SharePoint site accessible via your Microsoft account within your tenant is supported. The connection is tenant-scoped — one connection covers every SharePoint site in your Microsoft tenant.


Connection & Authentication

How does Flowsite connect to SharePoint?
Flowsite uses a User Consent flow (OAuth) to connect to SharePoint. This requires a user login and ties consent to the specific Microsoft account that authorises the connection.

Does Flowsite support Admin (App-Only) Consent for SharePoint?
No. Flowsite currently uses User Consent only, which requires a user login.

What happens if the user who authorised the SharePoint connection loses access?
The connection will break and existing flows will stop running. To fix this, create a new Microsoft (SharePoint) connection in Flowsite using an active account and update the affected flow to use it.

Can I use a dedicated service account for the SharePoint connection?
Yes. You can create a dedicated Microsoft Entra ID user account with the minimal required permissions to authorise the connection. This is recommended to avoid flows breaking if an individual user's account is removed.


Sync Behaviour

How often does the sync run?
You set the schedule when configuring the flow. Options are Daily, 12 hours, 4 hours, or 1 hour. Sub-day intervals require a Premium or Platinum plan. Standard and Free plans are limited to once per day.

What happens on the first sync?
The first run is a full pull — every item from the SharePoint list that matches your filter conditions is synced into the Dashpivot list.

What happens on subsequent syncs?
After the first full pull, each scheduled run is incremental — only new, updated, or removed items are transferred. This keeps runs fast and avoids unnecessary overwrites.

What happens to items that are removed or deleted in SharePoint?
They are archived in the Dashpivot list, not permanently deleted. This means historical forms and records that reference those items stay intact.

Can I trigger a sync immediately without waiting for the next scheduled run?
Yes. Use Run now in the flow settings to trigger an incremental sync on demand.

What does Re-sync from scratch do?
Re-sync from scratch archives all items in the destination Dashpivot list and rebuilds it from the SharePoint list from scratch. Use it deliberately — for example, after a bulk mapping change or for the initial clean load.

Can I filter which items sync from SharePoint?
Yes. You can set an optional item filter on the flow so only items matching specific conditions are synced — for example, Status = Active or Approval Status = Approved.


Setup & Configuration

Do I need to create the Dashpivot list before setting up the flow?
Yes. The flow populates an existing Dashpivot list — it doesn't create one. Make sure the list exists and your Dashpivot connection has access to it before setting up the flow.

Which SharePoint column types are supported?
Text, Number, Currency, Date & time, Yes/No, and Choice columns are supported in v1. Multi-select Choice values sync as a comma-separated list; Yes/No syncs as "true"/"false" text; Currency syncs the amount only (no currency formatting). Person/Group, Lookup, Hyperlink/URL, Calculated, Image, Managed Metadata, Rating, and Location columns are not supported in v1.

Can I map multiple SharePoint columns to multiple Dashpivot list properties?
Yes. You can add as many column mappings as you need. At least one mapping is required to save the flow.

Can I sync more than one SharePoint list into the same Dashpivot list?
No. Each flow syncs one SharePoint list into one Dashpivot list. To sync multiple lists, set up separate flows.

Why does my filter return an error on a large list?
You've likely hit SharePoint's 5,000-item threshold on an unindexed column. Index the column in your SharePoint list settings and try again.


Troubleshooting

How do I view the results of each sync run?
Each run is logged in the Runs tab in your Flowsite workspace. From there you can see the status of each run (Success, Failed, or Pending) and any errors, with categorised messages describing what went wrong and what action to take.

An item failed to sync — what should I check?
Check the Runs tab for the error message on that item. Common causes are unsupported column types, missing required fields in the destination list, or a connection issue. Fix the underlying issue and use Run now to retry.

My flow stopped running — what happened?
Check the Connections tab in Flowsite. If the Microsoft (SharePoint) connection shows as disconnected, the authorising user's account may have lost access. Create a new connection using an active account and update the flow to use it.


Next Steps

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