Microsoft Sharepoint Integration Setup Guide

How to Send Form Responses to Microsoft SharePoint

The SharePoint integration lets you send every form submission straight into Microsoft SharePoint - either as a row in an Excel workbook stored in a document library, or as an item in a SharePoint List. This is helpful when your team already works inside Microsoft 365 and you want to stop exporting CSVs by hand.

There is no Power Automate flow to build or maintain and no scheduled export to babysit. Each response is sent right after it is made, so your workbook or list always stays current.

Follow the steps below to connect SharePoint to your forms.

Step 1: Create or Choose a Form

Log into your Formester account and head to New Form. You can either start from scratch or pick one of the free templates.

For this example, let's use an Event Registration Form. Click Preview, then Use Template to open it in the form builder.

Step 2: Customize Your Form

Inside the builder you can:

• Add, rename, or reorder the fields you want to collect.
• Change colors and fonts.
• Upload your brand logo and a favicon.
• Set a background image.

Keep your field labels clear and descriptive - you will match them to SharePoint columns in a later step.

Step 3: Add SharePoint from the Automate Tab

Once your form is ready, open Automate > Integrations, find the SharePoint card, and click Add integration.

Step 4: Connect Your Microsoft Account and Pick a Site

• Choose an already connected Microsoft account, or add a new one and sign in.
• Search for your SharePoint site by name. If it doesn't appear in the list, paste the site URL instead.
• Click Connect.

You only have to connect your Microsoft account once - it will be available for every other form afterwards.

Step 5: Choose a Destination

Next, decide where your responses should land:

• Excel workbook - pick the document library that holds it, select an existing workbook or create a new one, and set the worksheet name. Every response is appended as a new row in that sheet.
• SharePoint List - select an existing list or create a new one. Every response is added as a new list item.

Step 6: Map Your Columns

Under Column Mapping, match each SharePoint column to the form field that should fill it. Use + Add Column to map more fields, then click Add Integration.

Values are converted to each column's type automatically. If a value doesn't fit the column type, that cell is left empty rather than the whole row being skipped, so you never lose a submission.

Step 7: Test Your Integration

Click Publish, open your live form, and send a test entry. Then go back to your SharePoint site and open the workbook or list - your submission shows up within moments, with every value sitting in the column you mapped it to.

What You Can Do Next

Once the integration is live, you can:

• Build formulas, pivot tables, and charts on top of a workbook that updates itself.
• Connect the workbook or list to Power BI for live dashboards and reporting.
• Surface the list on a SharePoint page or inside a Teams channel so your team sees responses where they already work.
• Add views, filters, and extra columns for notes, owners, or status tracking.
• Point several forms at the same destination, or give each form its own workbook or list.

Because the data lives in SharePoint, it inherits the permissions your organisation already uses - there is no separate set of access rules to manage.

Frequently Asked Questions

Do I need Power Automate for this?
No. Formester writes to SharePoint directly, so there is no flow or custom script for you to build and keep working.

Can I use this instead of Microsoft Forms?
Yes. If you need more from your forms than Microsoft Forms can offer but still want the data to live in SharePoint, build the form in Formester and send its responses to a list or workbook on your site.

Can I connect more than one form to the same list or workbook?
Yes. Several forms can write to the same destination, or you can give each form a destination of its own.

Which plan includes the SharePoint integration?
Check the Formester pricing page to see which plans include it.

Final Thoughts

The SharePoint integration is one of the fastest ways to get form data into the tools your team already opens every day. Set it up once and you have a live, always-current record of every submission inside Microsoft 365 - with no manual exports to remember.

Updated on: 31/07/2026