Microsoft SharePoint connection method

For the Microsoft SharePoint connection method, you can refer below to follow the steps:

1. Provide the Shared Link to have the connection. For how to get the Shared link, can refer to more detail.

For example, https://sharepoint.com/

2. The File Format field is set to Auto where Stock Sync auto-detects the file format or can also choose the type of file format.

3. By default First Row Header is disabled. If there’s a header on the file, need to enable this option.
4. Then, for the Sheet Name you can put the sheet name under that field. If there are multiple sheets separated, you can put commas as separate.

For example Sheet1, Sheet2

5. Lastly, you can click Test Connection to test the connection as well.

Steps to get the shareable link:

1. Locate your file in Microsoft SharePoint and click on the Share icon.

2. It will show up this. You can edit the setting by clicking the part Anyone with the link can edit. If the file is restricted to an organization or requires a username and password, Stock Sync cannot access it through the link.

3. Set it as Anyone with the link when available, or add stocksync@appspot.gserviceaccount.com as a specific person who can access the file. The file owner or supplier must grant this access. Click Apply to save the setting.

4. Click the Share icon again to copy the link, or right-click the file and copy the link. Paste this link into the SharePoint connection in Stock Sync, then click Test Connection.

5. If you changed the SharePoint authorization or permissions, disconnect and authorize the SharePoint connection again before testing the link.

Updated on: 30/07/2026