Microsoft SharePoint
Initial Setup and Configuration
To use the QL to SharePoint integration, you need to be at least on QL-version 4.15.3 and you need a Microsoft SharePoint Cloud version with a user that has appropriate access.
The integration assumes you do not use the SharePoint account yet.
Steps to get started:
To start with integration, speak to your account manager and acquire Aareon Connect and the QL to SharePoint integration.
Make sure you are at least on version 4.15.3 on QL.
Ensure you have followed the general QL API setup, as per Prerequisite here.
Hold your SharePoint credentials ready for one user that has user rights to read, create and update files.
Now speak to your consultant or account manager, as the setup will be done by Aareon UK.
Never rename any folders. The integration identifies the folders by the names. Also: No file name with the same pre-existing file or folder name should already exist. Otherwise there is the risk of mix ups in the integration.
Use Cases
Use Case 1: Save Files created in QL to SharePoint
As a user I want my QL files (file drops from 4.15.2 and letters from 4.15.3) to be synchronized into the respective folder of my SharePoint automatically so I can find/use/archive them in SharePoint easily.
Based on each file that is uploaded in QL, a folder of the corresponding "parent" entity is created and the file uploaded to QL is also copied to the SharePoint folder.
Overview of folder structure SharePoint
Data files that are synced: Applicants, contacts, complaints, general, orders, properties, tenancies, schemes.
Note, this is the standard folder structure that is created sub-sequentially whenever you add new files to your QL system. Other sub-folders are created when necessary.
How will the integration react to certain scenarios:
New files is added in QL: It will be synced to SharePoint
Existing files is changed or replaced in QL: It will overwrite the file in SharePoint
Existing files is deleted in QL: The integration does not delete old files yet, this will come later in H2 2024.
Triggers for files to be synced to SharePoint:
Once a file is drag and dropped in QL.
Once a letter is created in QL.
Q&A
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