We have employee data living in SAP and SAP by default export data to .CSV or .XLS. I would like to refresh a SharePoint list on a daily basis with new employees. How would I do this with the Nintex Workflow in SharePoint?
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I created one recently following these instructions (keep his site handy): Nintex Workflow - Parse CSV and Create a List - Vadim Tabakman
He even includes an export of the workflow that you can import in. I created an "Import" document library & added his workflow there. The export I have uses an employee number so that I could always find the same employee and update their record with any changes (like a name change). If it doesn't find the ID, then it adds a new record.
I also added in a step at the end to delete any item that hasn't been modified recently. This way, if they aren't in the import, they will get removed from the list.
I hope this helps!
My first question would be, are the documents you want to move into SharePoint already exported to some other location? What is that location, is it desktop, local share? I assume the best solution would be to automate a document move directly from SAP, correct?
Thanks for the reply. SAP can put the file for me somewhere on a server. I will have to pick it up with SharePoint/Nintex and then load the data into a SharePoint list.
Thanks Robb for the reply.
I will have to try this. The only step missing would be to load/move the file into a document library. Is there a simple way of doing that?
I'm having someone download it and upload it to sharepoint. I'm not sure if the file can be grabbed using Nintex. There is probably a powershell command to do the upload.
I believe you can use the SharePoint web service copy.asmx to upload from a server. Then use the Nintex Web Service action to call it.
Thanks guys for the reply. I will have to use a combination of your answers to get the job done.
I'll use the Sharepoint Copy webservice (@AndrewGlasser) and then the workflow (@RobDawson)
I know this is a pretty old thread, but how do you complete the last part of your workflow? "If it doesn't find the ID, then it adds a new record."
I've tried a few things and it doesn't seem to like it. Thank you very much for any help!