SharePoint Connector Documentation
Index

Batch Upload Operations

The SharePoint Connector provides batch upload functionality for uploading multiple documents at once. This page explains the batch upload features and how to use them.

Batch Upload Overview

Purpose

Batch upload allows you to:

  • Upload historical documents in bulk
  • Catch up on documents not auto-uploaded
  • Process multiple documents efficiently
  • Migrate existing documents to SharePoint

Available Batch Operations

Action Purpose
Batch Transfer Invoices to SharePoint Upload sales invoices by filter
Batch Transfer Cr.Memos to SharePoint Upload sales credit memos
Batch Transfer Purch. Invoices to SharePoint Upload purchase invoices
Batch Transfer Purch Cr.Memos to SharePoint Upload purchase credit memos

Running Batch Uploads

Accessing Batch Reports

  1. Open a Table Mapping Card (any mapping — all four batch transfer actions appear on every card)
  2. Find the batch transfer actions in the Actions menu

Note: These are ProcessingOnly reports accessed as actions from the Table Mapping Card. They are not searchable by name in Business Central.

Setting Filters

Each batch report allows filtering:

Filter Purpose
No. Specific documents
Posting Date Date range
Bill-to Customer No. (sales) / Pay-to Vendor No. (purchase) Specific party

Running the Report

  1. Set your filters
  2. Click OK or Preview
  3. Report processes documents
  4. PDFs are generated and uploaded
  5. Progress may be shown

Batch Upload Sales Invoices

Running the Report

  1. Open a Table Mapping Card (these reports are not searchable because their UsageCategory is None)
  2. Run the Batch Transfer Invoices to SharePoint action
  3. Set filters:
    • No. (invoice number range)
    • Bill-to Customer No.
    • Posting Date
  4. Run the report
  5. Invoices are uploaded to customer folders

Example Filter

To upload invoices from January 2024:

Filter Value
Posting Date 01/01/2024..01/31/2024

Batch Upload Credit Memos

For Sales Credit Memos

  1. Open a Table Mapping Card
  2. Run the Batch Transfer Cr.Memos to SharePoint action
  3. Set filters for sales credit memos
  4. Run the report
  5. Credit memos uploaded to customer folders

Batch Upload Purchase Documents

Purchase Invoices

  1. Open a Table Mapping Card
  2. Run the Batch Transfer Purch. Invoices to SharePoint action
  3. Set filters for purchase invoices
  4. Run the report
  5. Invoices uploaded to vendor folders

Purchase Credit Memos

  1. Open a Table Mapping Card
  2. Run the Batch Transfer Purch Cr.Memos to SharePoint action
  3. Set filters for purchase credit memos
  4. Run the report
  5. Credit memos uploaded to vendor folders

Processing Behavior

How Batch Upload Works

  1. Report reads documents matching filter
  2. For each document:
    • Generate PDF
    • Determine destination folder
    • Upload to SharePoint
    • Apply metadata (if configured)
  3. Continue to next document
  4. Report completes

Folder Determination

For each document:

  • Uses table mapping configuration
  • Follows inherited dynamic logic
  • Routes to configured subfolders

Scale Considerations

Large Batches

For many documents:

Consideration Recommendation
Time Expect longer processing
Timeouts May need multiple runs
Network Ensure stable connection
Batching Process in chunks

Token Expiration

The batch reports call SP.VerifyAccess() once in OnPreDataItem, before iteration starts. There is no automatic mid-batch token refresh. For very large batches that risk hitting token expiry, split the run into smaller chunks (for example by Posting Date) and re-run.

Scenario Suggested Batch
Testing 10-20 documents
Normal 100-500 documents
Maximum Depends on document size

Error Handling

During Batch Processing

If an error occurs:

  • That document may be skipped
  • Processing continues with next
  • Errors may be logged
  • Report completes

After Batch Processing

  1. Review for any errors
  2. Check documents uploaded
  3. Identify any missed documents
  4. Re-run for specific failures

Common Batch Errors

Error Resolution
Timeout Process smaller batch
Permission Check SharePoint access
Folder missing Verify mappings exist
Network Check connectivity

Verifying Batch Results

After Running

  1. Open sample documents
  2. Check SharePoint FactBox
  3. Verify PDFs present
  4. Check SharePoint directly

Spot Checking

Select random documents to verify:

  • PDF was uploaded
  • Correct folder location
  • Metadata populated (if configured)

Best Practices

Planning Batch Uploads

Step Action
1 Estimate document count
2 Plan batch sizes
3 Test with small batch
4 Run during low-activity hours
5 Verify results

Performance Tips

  • Run during off-peak hours
  • Start with smaller batches
  • Monitor for errors
  • Have stable network connection

Migration Strategy

For large migrations:

  1. Phase 1: Recent documents (current year)
  2. Phase 2: Previous year
  3. Phase 3: Historical archives
  4. Verify each phase before proceeding

Alternative: Transfer Attachments

For migrating existing BC attachments:

Scheduling Batch Uploads

Manual Execution

Run batch reports manually as needed:

  • On-demand processing
  • Controlled execution
  • Immediate feedback

Automated Scheduling

For recurring batch uploads:

  • Consider job queue entries
  • May require customization
  • Contact partner for assistance