This guide explains how to set up a SharePoint integration using Dashpivot and Flowsite. This workflow enables automatic syncing of forms, reports, and photos from Dashpivot into SharePoint folders, helping teams keep project documents organised and up to date without manual uploads. Note that only workflow templates are currently supported for this integration.
How Flowsite connects to SharePoint
Flowsite uses a User (Delegated) Consent flow to connect to SharePoint. This approach:
Requires a user login, and
Ties consent to the specific user who authorises the connection
You may choose to create a dedicated Microsoft Entra ID user account with the minimal required permissions to authorise the connection and utilise the integration. This may include only granting this user access to the specific SharePoint sites that will be used with the Flowsite integration.
Please note that Flowsite does not currently support the Admin (App-Only) Consent flow to connect to SharePoint.
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Dashpivot Contributor
Skills Required: Workflow Automation
Device Type: Computer/Browser
Subscription: Dashpivot, Flowsite, SharePoint
Step-by-Step Instructions
1. Access your Flowsite workspace
2. In the Connections tab, ensure you have connections with both Dashpivot & SharePoint. You will need to have access to SharePoint to set this up
3. Access the Flows tab
4. Select the green Add Flow button in the top right corner of the screen
5. Select the Save PDF Copy option at the bottom left, which should have the SharePoint icon
6. From there, you can set up the flow - you will need to enter the template ID and select the workflow column that will trigger the export. Then click 'Next'
7. At the 'Download form' stage, just select 'Next' - currently 'Download Form as PDF' is the only option available
8. At the 'Upload file' stage, you'll need to select:
The relevant SharePoint connection
The Site Name, which is the relevant SharePoint 'space'
The Document Library, which is the SharePoint drive where the relevant folder(s) is located
The Upload Method, this is where you select what upload method you need for forms to be transferred
Manually Select Folder
You can select which folder the forms need to be transferred to.
You can directly navigate your SharePoint folders using the blue 'Select folder' button. Note: Only one folder can be selected
Filename Based Routing
You can select which parts of the filename to use for folder routing
Matching folders will be used if they exist - otherwise, new folders will be created automatically
Sharepoint filename routing depends on the template filename configuration in Dashpivot. Any changes made on the template will require reconfiguration of the filename routing
You can reference How to create custom PDF filenames for your exports in Dashpivot Web for custom filename configuration
9. Under Editing existing forms, you can set the expected behavior to handle new versions of existing forms:
Create New: This means a new copy of the form is created in the SharePoint folder(s)
Overwrite: This will overwrite the existing form, with the new updated version
10. Click Done when ready
11. Select the green Save button in the top right corner to finalise the flow creation
12. Repeat for any other templates
Notes
Only workflow templates are supported for SharePoint integrations.
Template IDs can be found in the Dashpivot URL (between
/apps/and/forms/).You can use organisation-level or project-level template IDs depending on your use case.
Filename-based routing depends on the template filename configuration in Dashpivot and may require reconfiguration if changes are made.
Since the SharePoint connection is tied to the user who authorised it, if that user leaves your organisation the connection will break and existing flows will stop running. To resolve this, a new Microsoft connection must be created in Flowsite and each affected flow must be manually updated to point to the new connection. See How to Connect Systems in Flowsite for guidance.