How to connect Freshservice with SharePoint

This "how-to-connect" documentation will explain the initial configuration of an example connection from Freshservice to a SharePoint Online List in Office 365. We will be synchronizing data stored in Freshservice.

This guide presupposes that you have installed the Layer2 Cloud Connector and that you are familiar with its basic functionality. The Layer2 Cloud Connector User Documentation will provide you with all necessary information.

1. Configuring Freshservice

sales@layer2.pro;" this property should describe the user you wish to connect to SharePoint to.

Enter the password that belongs to the user account used in the connection string into the Password field. Save your changes by using the right-hand pane option Save Changes.

Step 3 Freshservice integration target setup.png

In the next step, we will configure our mapping settings. Click on the Mappings option on the left-hand pane. If your fields from SharePoint are named identical to the fields from your source system, the Enable Auto Mapping option will match those columns. Disabling this option allows you to match your columns as needed. We enabled auto-mapping in our setup. Save your changes by using the right-hand pane option Save Changes.

Step 4 Freshservice integration mapping.png

2.4. Running your connection

To run your connection switch back to the main connection configuration node and use the Run Now Button located on the bottom of the setup page. The Run Synchronization Toolbox will also display the synchronization process.

Step 5 Freshservice data integration start.png

Below is a data preview of the information we have access in our source entity:

Freshservice integration ready.png

This will be the result in our SharePoint Online list after our initial successful synchronization:

Finished Freshservice integration.png

3. Hints and known issues

3.1. Connection direction

As far as tested, this connection supports uni-directional only.

3.2. Data model

To see all endpoint available from the API visit this link.

3.3. Batch operations

If you try to make multiple operations at the same time, you can get an error that batch operations not allowed. Set the parameter Other=’BatchSize=1’ in your connection string to avoid this error.