---
title: "Microsoft SharePoint channel"
slug: "microsoft-sharepoint-channel"
updated: 2026-04-27T19:25:33Z
published: 2026-04-27T19:25:33Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft SharePoint channel

> *Go to the*[*Channels*](https://team.quickbase.com/nav/main/action/pipelines/channels)*page to learn more about what plans have access to this channel. Sign into Quickbase, and then go to Pipelines > Channels.*

Microsoft SharePoint is a cloud content management and file sharing service for businesses.

Terms used in the SharePoint channel categories are SharePoint-specific terminology.

## How to connect

1. On the **My pipelines** page, select **Create Pipeline**.
2. Search for or select a step, and then select it to add it to the pipeline. When you add a step to a pipeline, it is added to the canvas of the pipeline designer.
3. Expand the Connection section of the step, and add the required information.

### Connect to SharePoint

> [!NOTE]
> Note
> 
> Permissions for the Office Graph API are delegated permissions. Pipelines works on behalf of the user.

1. Expand **SharePoint** in the list of channels on the right side of the page and select **Connect**.
2. In the pop-up window, enter your company's subdomain information. Also review the permissions listed and make the appropriate selections. When finished, select **Connect**.

> [!NOTE]
> Note: The Read permission is default checked and locked. Depending on the permissions granted, integration and functionality will be affected. If you want to access files and folders you will need to select the read privilege. If you want to write to them you select the read and write privilege.

![SharePoint connection dialog showing subdomain field and permission checkboxes](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4472992890004.png)

> [!NOTE]
> Note: These are the **read** permissions are required for these uses: **Files** - `OnCreate`, `LookUp`, `Search`, `List`, `FetchLink` **Folders** - `Search`, `LookUp`, `List`, `FetchLink` **read-write** permissions are required for these uses: Files - `Upload`, `Move`, `Delete` Folders - `Move`, `Delete`, `Create`
3. Account sign in:

> [!NOTE]
> Note: You may need to approve any new sign in with multifactor authentication.
  - If you are not already signed in to Microsoft, enter your credentials and sign in. ![Microsoft sign-in credentials entry screen](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4472971163028.png)
  - If you are already signed in, select your account. ![Microsoft account selection screen](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4472992962068.png)
  - To sign out of the account shown, use the three stacked-dots to the right and select the appropriate option. Then sign in with the correct account. ![Microsoft account options menu with sign-out option](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4472986578836.png)
  - If you want to add an account, select the **Use another account** option and enter the credentials.
4. Select **Accept** to allow Pipelines to connect to Microsoft SharePoint.

## How to reconnect

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

- If you need to connect a different account.
- Authorization updates, such as a changed password.
- Editing the access rights that Pipelines has to the channel.

To reconnect:

1. Select a pipeline that already has this channel in it.
2. Open a step that contains this channel.
3. Under account, select **Connect (or reconnect)** and follow the process above, [How to connect](/v1/docs/microsoft-sharepoint-channel#how-to-connect). ![Pipeline step Connection section showing Connect (or reconnect) button](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/17573251768340.png)

## Steps

The steps you can use with SharePoint fall into four categories: Items, Lists, Files, and Folders.

> [!NOTE]
> Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.

| Type | Name | Description |
| --- | --- | --- |
| Items |  |  |
| Trigger | Item Created | Initiates when a new item is created. |
| Trigger | Item Updated | Initiates when an item is updated. |
| Action | Create a List Item | Creates a new list item. |
| Action | Update an Item | Updates an existing item. |
| Action | Delete an Item | Deletes an existing item. |
| Query | Search Items | Searches all items based on search criteria. |
| Query | Look up an item | Looks up an item based on search criteria. |
| Action | Fetch a Linked Item | Fetches a linked item. |
| Lists |  |  |
| Action | Create a List | Creates a new list. |
| Query | Search Lists | Searches existing lists and returns a list of matches. |
| Files |  |  |
| Trigger | File Added | Initiates when a new file is created. |
| Action | Upload a File | Uploads a file. The limit for uploading a file is 100MB. |
| Action | Delete a File | Deletes a file. |
| Action | Move a File | Moves a file. |
| Action | Look Up a File | Looks up a file based on search criteria. |
| Action | Fetch a Linked File | Fetches a linked file. |
| Query | List Files in Folder | Lists the files in a specified folder. |
| Query | Search Files | Searches for a file based on search criteria. |
| Folders |  |  |
| Action | Create a Folder | Creates a new folder. |
| Action | Delete a Folder | Deletes a folder. |
| Action | Move a Folder | Moves a specified folder. |
| Action | Look Up a Folder | Looks up a folder based on search criteria. |
| Action | Fetch a Linked Folder | Fetches a linked folder. |
| Query | List Children | Lists children of a folder based on search criteria. |
| Query | Search Folders | Searches folders. |

## Site permission settings

Some accounts might have issues with the site permissions and might not be able to use this channel properly.

To fix this follow the steps described below.

1. Go to https://{your-sub-domain}.sharepoint.com/
2. Select the settings icon ![SharePoint settings gear icon](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4472976281876.png)
3. Select **Site Permissions** ![SharePoint settings panel showing Site Permissions option](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4472976308884.png)
4. Select **Advanced permissions settings** ![Site Permissions panel showing Advanced permissions settings link](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4472976319764.png)
5. Select **Site Collection Administrators** ![Advanced permissions settings page showing Site Collection Administrators option](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4472976332948.png)
6. Add the user credentials that you authorized through Pipelines ![Site Collection Administrators dialog with user credentials input field](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4473009225748.png)
7. The site will now show up in the Site Relative URL section in Pipelines.

## Use case

In this use case, we search for records in a Quickbase app, iterate over the app, and upload the data as a file in SharePoint.

First, search for Quickbase records:

![Pipeline canvas showing a Quickbase Search Records step](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/20404572647060.png)

Then, we upload what we find:

![Pipeline canvas showing a SharePoint Upload a File step](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/20404563554452.png)

## Limitations

Limits of this channel include:

- The Search files step may not return correct paths for some file types, such as .doc, .docx, or .exe. This is related to a constraint in the Microsoft API.
- Currently, the Microsoft Graph API does not support creating or updating SharePoint List Items that contain Hyperlink fields. As a workaround, you can use a Text field instead of a Hyperlink column. You can then format the Text field to display as a clickable hyperlink in SharePoint. For step-by-step instructions, refer to [this SharePoint formatting tutorial](https://www.sharepointdiary.com/2019/01/format-calculated-column-as-hyperlink-in-sharepoint-online.html).