Sync Files With SharePoint Online To Use With Power Automate Desktop
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    Sync Files With SharePoint Online To Use With Power Automate Desktop

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    Article Summary

    Power Automate Cloud flows includes a SharePoint connector that allows us to read and write files (amongst many other things). When it comes to Power Automate Desktop, we don’t have a native connector with SharePoint, but with the help of SharePoint (OneDrive) syncing we can use Power Automate Desktop and files from SharePoint in a seamless manner.

    To get this working, you need to ensure you have OneDrive setup on machine that is also hosting Power Automate Desktop. To setup One Drive on your machine, please refer to the following link.
    https://support.microsoft.com/en-us/office/sync-sharepoint-and-teams-files-with-your-computer-6de9ede8-5b6e-4503-80b2-6190f3354a88

    With the pre-requisites out of the way, we can click on the Sync button within a SharePoint site. In my case this site happens to be part of a Microsoft Team.
    1-sync

    We will be prompted to open Microsoft OneDrive.
    2-OneDrive

    Select the folders that you would like to be synced with your local
    machine.
    3-SyncFolders

    Once it is working, you should see the following pop-up.
    4-syncing

    If we examine our local file and our SharePoint site, we should discover that our data sources are mirrored.
    5-folders

    If we add a file in SharePoint, or our local file system, the files should synchronize.
    6-newFile

    Our use case includes opening an excel document within Power Automate Desktop and adding a new row. The source of our file is in SharePoint and when we are done updating it, any local changes will be sent back up to the cloud. The following RPA script will open the file locally and then add a new row to our Excel spreadsheet and subsequently save and close the document.
    7-PAD

    Within a few seconds, we will discover that our local changes have been synchronized with the cloud and are now in SharePoint.
    8-result(1)

    Conclusion

    Using the combination of Power Automate Desktop and SharePoint/OneDrive allows us the ability to manipulate local files while ensuring we have a copy in the cloud by taking advantage of OneDrive synchronization technology.


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