Features

Things you would otherwise have to code!

Search & Replace Item data (cleansing). Keep Modified, ModifiedBy
  • Select Items using criteria: = <= >= <> Contains BeginsWith IN AND OR .
  • Set folder query scope and optionally include sub-folders
  • Update Item columns to fixed values or use calculations with data from all Item columns to calculate dynamic values
  • Apply Retention Label, Lookup and Managed Metadata columns using name. The SharePoint internal ID/GUID is automatically resolved
  • Options to keep Modified, ModifiedBy and to avoid new versions

Tag Items with Managed MetaData. Keep Modified, ModifiedBy
  • Assign Managed Metadata columns using Labels. The SharePoint internal GUID is automatically resolved
  • Use calculations with data from all Item columns to dynamically calculate the Term-Label. The SharePoint internal GUID is automatically resolved.
  • Audit: Options to keep Modified, ModifiedBy and to avoid new versions
  • Select Items to tag using criteria: = <= >= <> Contains BeginsWith IN AND OR .
  • Set folder query scope and optionally include sub-folders

Create or Update Items using data from other Lists and Libraries
  • Select source Items using criteria: = <= >= <> Contains BeginsWith IN AND OR .
  • Use incremental selection based on Modified/Created or custom keys in each list
  • Set folder scope and optionally include sub-folders
  • Map columns 1:1 or use calculations with data from all source Item columns to calculate dynamic values
  • Lookup and Managed Metadata column assignment using Labels are automatically resolved
  • Options to keep Modified, ModifiedBy and to avoid new versions

Delete or Recycle List and Library Items
  • Select source Items using criteria: = <= >= <> Contains BeginsWith IN AND OR
  • Set folder scope and optionally include sub-folders
  • Use input selection from other List or external data source to select the items to Delete or Recycle

Integrate external data with List and Library Items
  • 2-way integration with: SQL Server, CSV, Access, ODBC, Excel, REST
  • Select source data using criteria: = <= >= <> Contains BeginsWith IN AND OR
  • Options to use raw parameterized SQL

Change Item Content-Type
  • Set the Content-Type via Label. For example “SpecialReport”. Use calculations with data from all columns to dynamically calculate the Label or GUID
  • Select Items using criteria: = <= >= <> Contains BeginsWith IN AND OR .
  • Options to keep Modified, ModifiedBy and to avoid new versions

Update blank Item values to relevant default after adding new columns
  • Set to fixed values or use calculations with data from other Item columns to calculate dynamic values
  • Select Items using criteria: = <= >= <> Contains BeginsWith IN AND OR .
  • Lookup and Managed Metadata labels are automatically resolved
  • Options to keep Modified, ModifiedBy and to avoid new versions

Highlights
  • Create new List from Excel, CSV, SQL, ODBC, or other SharePoint List. Use source columns as template. Set ContentType, Add Site Columns and Custom Columns (with same Internal name and Title as Source). All data types are supported. The complex data types Lookup, ManagedMetadata, ContentType and Retention label are automatically resolved by name. Then sync data!
  • Map data source to existing SharePoint List. Data sources include Excel, CSV, SQL, ODBC, or other SharePoint Lists. All data types are supported. Lookup, ManagedMetadata, ContentType values are automatically resolved using the Label/Name. Then sync data!
  • Manipulate/Update/Transform Items in existing Lists and Libraries. Use existing data and transform, also to complex data types like Lookup, ManagedMetadata. Even conditionally change the ContentType. All column types are supported, including the complex types – the internal GUID for the complex types is automatically resolved using the Label/Name. The update can in most cases persist Version, Modified, ModifiedBy.
  • SharePoint Lists and Libraries as data sources has no 5000 Item limit. All filters are using optimized SharePoint CAML and supports all operators including BeginsWith, Contains, IN, NOT IN and can span all folders from any given level or just within 1 folder.
  • Migrate List Items also with attachments. Remap and transform the values in-stream. Even dynamically set different ContentType and new ManagedMetadata and Lookup values
  • Retrieve distinct items from List or Library to create Lookup List with 1 Item per distinct value. Then update the list and trigger a Lookup using values in old columns .
  • Delete/Recycle Lists & Libraries Items conditionally and in Bulk*
  • “O365 Retention Labels conditional apply or remove. To assign a Retention label just set the the column [Retention label] the name of the Label. The update can persist Version, Modified, ModifiedBy.
  • Content Type conditional apply or remove. To assign a Content Type just set the the column [Content Type] the name of the Content Type. The update can in most cases persist Version, Modified, ModifiedBy.
  • Excel reports. Push data into predefined Excel Reports. The push can be multi pass to set different tables, ranges or single-cell-values in multiple sheets. The Excel report can then be copied to multiple destinations or sent by e-mail. The predefined Excel file can be derived from a template and the “new refreshed file” dynamically named.
  • Push List Item data from multiple Lists or Libraries (conditionally) into predefined Excel Reports The push can be multi pass to set different tables or single-cell-values before the report can then be copied to multiple destinations.
  • Synchronize List Item data from multiple Lists or Libraries to database tables. Then perform efficient SQL joins and other actions using the raw power of SQL Server. Then push results to predefined Excel reports in multiple passes or back into SharePoint.
  • FileShare Inventory. Scan a FileShare large or small and generate detailed data set of folders, files and volume. The data set can be previewed and pushed to Excel, CSV, SQL Server, ODBC for further analysis.
  • Site Collection hierarchy inventory. Scan Site Collection (or multiple using for-each automation) and generate detailed data set of Lists, Libraries and Item count. The data set can be previewed and pushed to Excel, CSV, SQL Server, ODBC for further analysis.
  • Interact with line of business application using CSV, Excel, Access, SQL, ODBC, PowerAutomate, SharePoint Lists and Libraries.
  • Copy/Sync files from SharePoint Document Libraries to FileShares (including version history) or between FileShares.
  • Process automation and For-Each loops
  • Schedule tasks, and processes on the build-in unattended Job Server running
  • Run Microsoft PowerAutomate flows (based on the HTTP Request trigger). You can pass in an argument having an array of values (multiple rows with multiple columns) or a single row of values. The required JSON for the flow argument is automatically generated. All supported data sources can be used ad argument including Excel, CSV, SharePoint List (also on-prem or other O365 Tenant), SQL Server, Access and ODBC. The flow can be “long-running” without timing out. The result returned by the flow can be a string, date, numeric value or a JSON array. The latter can be automatically serialized for use as source for any task including updating SharePoint on-Premises, Databases, CSV and Excel or invoking a different flow on same or other O365 Tenant.
  • Integrate and host PowerShell code. Automated and parameterized prior/post other tasks or in single/nested For-Each loops.
  • High Performance File Migration & Sync to SharePoint with Automation