Overview
DataBlend currently collects the following objects from SharePoint:
- Download Files
- Folder Metadata
- Subsites
Configuration
| Field | Required / Optional | Comments |
| Type | Required | SharePoint |
| Name | Required | Descriptive free-text name for the collector. |
| Data Source | Required | Select a pre-configured data source from the drop-down, or click Create New to create a new data source. |
| Schema | Required | Enter a name for the schema where the collected data will be stored. This can be a pre-configured schema or a new schema, which will be created the first time the collector is run. |
| Credential | Required | Select a pre-configured SharePoint credential from the drop-down. |
| Object Type | Required | Select the type of data to collect from the drop-down menu. |
| Use Bookmark | Optional | Toggle on to use a bookmark for incremental collection. |
| Site | Required | Select a site from the pre-populated drop-down menu. |
| Drive | Required | Select a drive from the pre-populated drop-down menu. Available for the Download Files and Folder Metadata object types. The options shown depend on what is available to the user in SharePoint. |
| Search Query | Optional | Enter a keyword to search for a specific folder or file. |
| Use Last Updated File | Optional | Toggle on to select the most recently updated file. |
| Item ID | Optional | Auto-populates when a new item is selected from the Choose New Item drop-down. |
| Choose New Item | Required | Select a file or folder from the pre-populated drop-down menu. Available for the Download Files and Folder Metadata object types. The options shown depend on what is available to the user in SharePoint. |
| After Download Action | Optional | Select an action to perform after the file is downloaded. Only available for the Download Files object type. If selecting Move, additional fields for Site, Drive, and Choose New Item will appear. |
| Save as Table | Optional | Toggle on to save the collected results as a table. Only available for the Download Files object type. The recommended format is a CSV file with headers and rows. When enabled, Sheet Filters become available to configure sheet-level collection for Excel files. |
| Sheet Filters (available when Save As Table is enabled) | ||
| Sheet Name | Optional | Enter the name of the sheet to collect from the Excel file. When provided, DataBlend collects from the named sheet regardless of its position in the workbook. Use this instead of Sheet Index when sheet order may change. Specify one sheet per Sheet Filter entry — click Add Sheet to configure multiple sheets. |
| Sheet Index | Optional | Enter the position of the sheet to collect (0-based index, where 0 is the first sheet). Use Sheet Name instead when the sheet order is not guaranteed. |
| Use Sheet Name As Schema Name | Optional | Toggle on to use the sheet name as the schema name for the collected data. When disabled, the schema name entered below is used instead. |
| Schema Name | Required (within Sheet Filter) | The schema name to use for the data collected from this sheet. Only applies when Use Sheet Name As Schema Name is disabled. |
To learn more about SharePoint API requirements, please visit Complete basic operations using SharePoint REST endpoints.