SharePoint: Upload files

Use this action to upload files within SharePoint folders. This works like the Box: Upload file and Dropbox: Upload file actions.

Use case

  • Upload a finalized contract to SharePoint as part of a PDF e-signature process.
  • Back up data tables as XLSX files, then store them in SharePoint.

How to configure this action

This action requires a preconfigured SharePoint integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help documentation.

SharePoint has strict requirements for file names, and the following characters are not supported in file or folder names: " * : < > ? / \ |. If you get an error message like “The file could not be uploaded” or “is not valid”, try changing the file name with actions like File: Rename a file or File: Get file information.

Fields for this action

  • Integration

    • Choose your team’s integration from the drop-down list
  • File to upload

  • Folder path

    • Specify the path to the folder that should receive the file. The path should not include the upload drive.
    • For example, to upload to a folder “2018” in a “Contracts” Drive, fill out the Folder Path and Upload Drive fields as follows :
      • Upload Drive: Contracts
      • Folder Path: /2018
    • 💡   Tip: To send a file to the main page, use / to select the root folder.
  • Upload site

    • Specify the SharePoint site, leave this empty to refer to your main Sharepoint page.
  • Upload Drive

    • The drive to upload the file to. Leave blank for Shared Documents (Documents) drive.
    • screen readers look here

What will this output?

This action will upload a file to a SharePoint folder and does not have any output fields. Check the SharePoint page to see the uploaded file.

Get help with a problem or question

If something’s not working as expected, or you’re looking for suggestions, check through the options below.

I am getting the fix task “The file XYZ could not be uploaded…”

This issue is typically caused by an unsupported file name, or an incorrect folder path. SharePoint has strict requirements for file names, and characters like #, %, *, :, <, >, ?, - are not supported.

Try changing the file name with actions like File: Rename a file or File: Get file information.

If your file name does not have an unsupported character, check that the folder path is correct. To send a file to the main page, use / to select the root folder.

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