Importing data from SharePoint is easy.
Follow these simple steps to connect your SharePoint account to Morta.
Step 1: Connect your account.
Click on your profile image in the bottom left hand corner of Morta. Then click integrations. Then connect your account from the right hand side.
- Secure OAuth connection
- Disconnect at any time
Step 2: Navigate to a Morta table.
Open up one of your hubs. Then create a new table or open an existing one.
- Single source of truth
- No more manual entry
Step 3: Import your data.
Click import data from the top right hand corner of the table. Select the data you want to import and click import.
- One click data import
- Automatic refresh every day
Frequently asked questions.
Common questions about this template and how it works.
What is SharePoint?
SharePoint is a Microsoft cloud platform for file storage, team collaboration, and basic workflows. It is widely used across construction organisations for document sharing, but lacks the structured governance and controls features needed for construction project delivery.
What use cases is Morta's SharePoint integration designed for?
Morta connects to your SharePoint environment and imports file and folder metadata into a Morta table. This is useful for auditing uncontrolled information, building governance over documents stored in SharePoint, and bridging the gap between SharePoint and a proper CDE.
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