Is there a possibility for us to connect Microsoft Sharepoint online module with Celonis?

Hi @sushmith.decha,

Yes there is, but it is a bit with a work-around: Microsoft SharePoint Connection (celonis.com).

Kind regards,

Jan-peter

Thank you for responding.

Seems like an elaborate process. Is there an alternate way to access the excel file saved in SharePoint? I need to extract the files saved in SharePoint to the celonis dashboard.

Hi @sushmith.decha,

What you can try is to transform Excel files to CSV files and push them to Celonis using the Push API using Miscrosoft Power Automate. Not sure if this is easier to setup though...

Or use the manual file upload section for now of course, but then you don't have a pipeline that periodically updates data automatically.

You have also a connector in Action Flows.

Depending what you want to accomplish it could be a solution, or not.

Also, you can use pycelonis to implement periodic updates. I used that approach in one engagement as they wanted periodic manual updates of flat files extractions from the source systems.

Hello Guillermo Gost, Thank you for another solution :)

Able to use action flow to connect to Microsoft sharepoint online. Followed the help document and connected using my username and password instead of any system ids. I used Microsoft lists to get it into action flow.

Hi Muthappan,

can you explain a little more please?

In Action flow, select Microsoft sharepoint online. Click Add Connection which will take you to microsoft online, login with your credentials.

Enter (File ID & File Path) - selected File ID.

Enter a File ID - Selected select from the list

Site ID - Select your sharepoint site

Drive ID - pick your drive ID(Document library)

File - Browse and pick your excel file

click ok. You are all set to access that Excel file.

Thank you

Hi All. I am able to connect to SP and to download Excel file from there. However, I am not able to use it further - i.e. to load this data to Celonis data pool. MS Excel components in ActionFlow are looking for the file in my local folders. Not sure where the file downloaded from SP is stored... I see the file name, hex data of its contents and file size but no clue where the file itself is sitting. When I add archive component to extract its XML content (XLSX is zipped XML) it extracts it but I still have no clue what component to use to extract data from it and to load to the table. Any idea or solution?

In the action flow, add a Write to a Table into Celonis using the data from the excel as input. Then you will have it in your data ingestion to process it.

HTH

Hi Guillermo. Thanks for quick turnaround. Will check now.

Couldn't find anything like "Write to a Table" in the action flow components

You are right.

You can either use Update Augmented Attibute if you can send the data into a KM.

If not use a process automation to invoke a skill

and then in the skill to write into a table

Hi @vusal.musay,

You can push the table to Celonis using the Push API and a HTTPS Request. See the example flow in the Celonis Docs: Push CSV to Data Integration (celonis.com)

To make a CSV file of the Excel file, you can download the content using the Excel module and transform it into a CSV file using the CSV module. This is somewhat depicted in this example: Create CSV File from Celonis Output

Hi Sushmith,

were you able to extract the excel file from sharepoint? if so were you able to push the data to celonis from that excel file?

Thanks

Muthappan