Back|
Back |
|
Enable SharePoint Integration
The Tamarac CRM SharePoint integration allows you to:
Create, upload, view, and delete documents to SharePoint from within Tamarac CRM.
Use the SharePoint document management abilities within Tamarac CRM, such as checking the document in and out, viewing version history, and changing document properties
Create folders in SharePoint based on your Tamarac CRM Accounts.
To use this integration, your firm must complete some setup steps. This topic provides details on how to enable and set up your SharePoint integration.
A Global Admin for Microsoft 365 must enable this integration. Typically this is someone in your IT department. That admin must complete the following steps:
Enable the integration. For details, click here.
Indicate the entities you want to enable the integration for. We recommend enabling for Accounts only. For details, click here.
How you set up the configuration depends on your SharePoint situation.
SharePoint is in use and there a folder structure already exists.
SharePoint is new and no structure exists.
Below, you'll find details for how to configure the integration for each scenario.
If this is already in use, you will have to map CRM records to the existing folders in SharePoint. To do this, use a SharePoint Location template. For an Excel version of the template, contact your Tamarac Support team.
Below is an example of a completed SharePoint Location template.
In this template, use the following definitions for the columns:
Name: We suggest copying your Account Name.
Description: You don’t need to fill this in, but you can if you wish too.
Owner: This needs to be a User in CRM and their name must match how it appears in CRM. For example, if they appear in CRM as Smith, John, enter it that way in the template.
Parent Site or Location: This is effectively the folder name where you find the actual client folder. For example, you have a Client folder. In it you find the folder for your client Jones, John.
Relative URL: This is the actual client folder name that you find in your SharePoint. To make things simple and efficient we suggest making these folder names match your Account Names in CRM.
Regarding: This is the Account Name from CRM. We suggest copying your Account Name.
Once complete, import this spreadsheet into Tamarac CRM to link up CRM Records with SharePoint folders.
Provide this mapping before you start using this integration. Once the integration is enabled, if someone selects the Files tab it will create a folder with your Account Name and the GUID in your SharePoint and not respect your folder structure
To ensure a smooth setup, contact Tamarac CRM Support to review the spreadsheet and any additional information before enabling.
If your existing file structure includes special characters, you will need to replace all special characters before using this integration. The following special characters are not supported:
~^"*#%&*:<>?\/{}|
Note that & is commonly used in Account names, but it is not supported. We recommend using and instead if you use the SharePoint integration.
Avoid special characters in the following locations:
The Relative URL column. These can cause errors.
If you are just beginning to use SharePoint and don’t have an existing folder structure, you can use the auto-create that will occur when you select the Files tab to create your Account folders for you.
To have this work, all you need to do is Enable SharePoint:
Open Accounts.
Select the Files tab. This will create the Folders in SharePoint for you and link the records together automatically.
You can also use a Power Automate Flow that can be manually processed on Accounts to create the Folders for you in SharePoint if you want to have a specific folder structure setup as you begin to work with SharePoint. For more information, see Create SharePoint Locations from Accounts.
When you do this, it will include the Global Unique identifier (GUID) in the folder name. If you plan to use SharePoint with OneDrive, this could create errors because of character limitations for OneDrive.