SharePoint integration with Smarp via Microsoft Flow
Microsoft Flow is a cloud-based program that allows you to create and automate workflows across multiple applications. With Microsoft Flow, you will be able to create a connection between SharePoint and Smarp to ensure that all important content from SharePoint will automatically import to Smarp as well.
Microsoft Flow is part of Office 365, or you can sign up to use Flow for free.
Here you can find Smarp connector listed https://docs.microsoft.com/en-us/connectors/smarp/
Start creating your Flow:
1. Select the flow type.
From Microsoft Flow as a first step, you will need to select 'Create' to start your new flow. In most cases, you will want to use this option to create an automated flow. This will make sure that every time new content is being created in a selected List of a selected Sites SharePoint, this will also create the content in Smarp
2. Choosing a trigger
Once you have selected the correct flow type, you can name your flow and choose the option 'When an item is created'. This will be your trigger that starts the flow process.
3. Enter your SharePoint details
Once you have successfully named your flow and selected the trigger, you will be prompted to select your SharePoint site address and the correct list name. List name will be the page in SharePoint where you want the content to be imported to Smarp. If you wanted to select multiple lists, you could always create various different flows.
4. Selecting an action
Once the SharePoint details have been entered, you will be prompted to choose the correct action. In this occasion, the action is to create a new post in Smarp. Search for Smarp and select 'Create post' as the action.
5. Connecting your Smarp account
For the flow to be successfully created, you will need to have a Smarp account, and your status has to be a 'Company admin'. In the following step, the authentication with Smarp is be required.
Please click the 'Sign in' button and verify your account.
6. Mapping the correct fields
The last step of the integration is to map out the proper fields. After you have successfully authenticated yourself with your Smarp account, the first step is to select the right channel. The drop-down menu will give you all the channels listed in Smarp, and you can choose the channels you want the content to be created in. You can select as many channels as you wish. Please note that selecting a channel is a mandatory field.
You will want to map all the other relevant fields as well, and by clicking for example 'Post Body' field, on the right-hand side, a Dynamic content window will appear. You can easily select the correct dynamic content to map the fields.
Normally you would want to map the following:
Post body = Description
ImageURL = Image
Title = Title
Post URL = URL
Please note that once an URL is used for the content, Smarp will then use the image from this source.
'Post status' and 'Post shareable status' will determine whether the post will appear in the published or proposed feed in Smarp.
Selecting 'Yes' will mean that it will automatically be created in the proposed feed. An admin will then need to approve this content for it to appear in the published feed in Smarp.
Selecting 'No' will mean that it will be automatically published to the main feed without admins needing to approve the content in Smarp.
After you have finished with the mapping process, no further steps are needed, and you can click the save button on the bottom of the page:
7. Testing the flow
Now the flow has been created successfully and you can test this by clicking the 'Test' button on the top right-hand corner of the screen.
You will see two different options to test your flow:
Selecting 'I'll perform the trigger action' means that you can test the integration by manually creating a new item in SharePoint. After the item is successfully created, the item will also be created in Smarp.
Selecting 'Using data from previous run' option is available if you have been testing the connection before and it will allow you to use previously created items.
Once the flow has run successfully, you can check Smarp to see that the post has been created.
Depending on the settings you previously chose, the post will either appear in the published or proposed feed in Smarp. Please note that the post creator will be listed as the person who created the flow, regardless of created the SharePoint item.
Now your flow is set up and ready! Once the flow is active, any new items that are created in the selected SharePoint list, will also automatically be created in Smarp. If you need to make any changes, you can always go to 'My flows' and edit your flow.