API - Sharepoint > Workato > Pipefy

🔍 First: Clarify the File Location
SharePoint stores Excel files in document libraries, and Workato needs the exact path and access permissions. Here’s how to check:

Open the Excel file in SharePoint.

Click on “File” > “Info” > “Copy Path” (or right-click the file > “Details” > “Path”).

Make sure it's hosted in OneDrive for Business or a SharePoint site library, not a personal or group Teams chat folder.

🔁 Workato SharePoint/Excel Setup Path
If you're trying to read/write Excel files in SharePoint, Workato often uses the Excel Online (Business) connector, not the SharePoint one.

🧩 Use “Excel Online (Business)” Connector:
Trigger or Action → "Search rows", "Read worksheet", etc.

Under “Location”, choose the SharePoint site (e.g., MyCompany.sharepoint.com/sites/Finance).

Under “Document Library”, choose the library (Documents, Shared Documents, etc.).

Under “File”, you should now see your Excel file as a dropdown, or you can manually enter the relative path.

⚠️ If you're using SharePoint directly instead of Excel Online (Business), you're likely hitting the limitation where it doesn’t show the Excel files properly.

🛠 Troubleshooting Tips
1. File Visibility:
Make sure the Excel file is in a supported format: .xlsx, not .xls or macro-enabled.

Ensure it’s stored in a SharePoint document library, not as an attachment or list item.

2. Permissions:
The user account used in the Workato connection needs read/write access to both:

The SharePoint site

The specific file/document library

3. File Path Format:
If manually typing the path:

pgsql

/sites/{site-name}/Shared Documents/{folder-name}/{file-name}.xlsx
Example:

swift

/sites/FinanceTeam/Shared Documents/Budgets/2025-budget.xlsx
✅ Suggested Recipe Structure (Example)
Trigger:
Schedule trigger (Every 1 hour)

Action:
Excel Online (Business) → Search rows in worksheet

Location: FinanceTeam

Document Library: Shared Documents

File: 2025-budget.xlsx

Worksheet: Sheet1

Action:
Pipefy → Create record

Pipe ID: your pipe

Fields: Map from the Excel values

🧠 Final Tip
If your Excel file still doesn’t show up, try uploading a new file to the same library and see if it appears — sometimes permissions or file corruption can block Workato from parsing the document.