Transfer Attachments to SharePointUse the processing reports to move files from standard Business Central Document Attachments to the SharePoint folder determined by the SharePoint Connector table mapping.
This task report lets you choose the record types to process and apply filters for each selected type.
| Option | Records processed |
| Process Project | Projects |
| Process Bank Accounts | Bank accounts |
| Process Fixed Assets | Fixed assets |
| Process G/L Accounts | G/L accounts |
| Process Posted Purchase Invoices | Posted purchase invoices |
| Process Purchase Orders | Released purchase orders only |
| Process Sales Invoices | Posted sales invoices |
| Process Sales Credit Memos | Posted sales credit memos |
| Process Service Orders | Service orders |
| Transfer Metadata | This option is shown on the request page. In app version 0.0.8.1, the report does not evaluate the option; metadata behavior is therefore determined by the custom transfer and SharePoint Connector configuration. |
The custom report can be run with filters for table ID, record number, attached date, document type, and user. It supports source tables with a one-field primary key and sales, purchase, or service headers with a two-field primary key.
For each selected attachment, the report resolves the source record and destination folder, uploads the file, and fills configured SharePoint custom columns. The attachment record is then deleted from Business Central. Use precise filters and verify the result in SharePoint.
If an upload fails, processing stops with an error. Review the filters before rerunning because successfully processed attachment records have already been removed.
 | XML Builder Export data in XML format (or JSON) via fully configurable schemas. More information  |
