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Bulk Upload Documents into SharePoint from Excel

How to use Data Sync to upload documents to a Document Library from a single Excel Spreadsheet

27 April 2020

Lets take a scenario that most of you come across on a frequent basis. You have a directory of documents that need to be added to SharePoint. With Data Sync there are a few ways to do this, and the one we are going to cover today makes use of a simple Excel Spreadsheet. Your other options can be seen in our documentation here.

The example shown below uploads only a small sample of documents, you can use this method to upload many thousands of documents.

Before you begin

The Document Library

You want to make sure you have a Document Library ready in SharePoint to take your documents and define any metadata columns you want to be included.

Empty Document Library

The Spreadsheet

In your Excel spreadsheet you need to specify the name of the document and any metadata you want to be uploaded alongside it. In our example we have a range of ten documents with different modified dates and different approval status’.

Spreadsheet of Data

Documents in SubFolders

If your documents are contained within folders in your directory, you want to include the sub-directory folder name with the file name for example Folder1\doc1.docx. This will ensure that the document can be found, and your directory structure is replicated in the Document Library. An example spreadsheet can be seen here:

Spreadsheet of Data With Folders

The Project

Open Data Sync and connect to your spreadsheet as the Source choose the Open XML provider from the list, then locate your spreadsheet containing your metadata and click Connect.

Excel Connection

In the connection properties go to the section Settings.Writer and complete the following fields:

  • BlobBasePath : Enter in the file path to your directory of documents in our example this is C:\Users\Rebecca\Documents\Demo Documents.
  • BlobFileName : Choose from the drop down the column that returns the name of the file. In this example it is the column FileName.

Property Settings

Connect to your SharePoint Document Library as the Target by choosing the SharePoint Online or SharePoint ClientAPI (if using an on-prem version of SharePoint) provider from the list.

SharePoint Connection

Schema Mapping

Now map your source columns to your target columns. You need to map one column to the URLPath in SharePoint. For this example we are adding a Title Property to each document, setting whether it is approved or not and a modified date. The full schema mapping of the example can be seen below:

Schema Mapping

As of version 3.0.1276 you can map a different filename to the one you have specified in the BlobFileName field, and the BlobFileName column does not need to be included in the schema mapping. So if you want your files to go to different folders or have a different name, map the other Filename column (such as TargetFileName in the example spreadsheet) to the URL path in the schema map.

Mapping without BlobFileName Included

Run the Compare and Sync

Now run the comparison by clicking Compare A -> B and you can preview the results to make sure that they are appearing as expected.

Comparison Results

Once you are happy synchronise the results. You can now go to the Document Library in SharePoint and you should see all the documents added with their corresponding metadata.

Results in SharePoint

Results with Folders

If you had defined folders for the documents to be in your results in SharePoint should be like this:

Results in SharePoint with Folders

Clicking inside a folder shows the documents.

Results in SharePoint Inside Folder


Ouvvi Online – Remote Working

Ouvvi in the Cloud - Access and Monitor your Workloads from the Cloud

24 March 2020

In the current situation with Covid-19 home/remote working is now the norm. If you are used to running Data Sync+Ouvvi OnPremise then you typically would be using Remote Desktop to access your DataSync+Ouvvi server.

With Ouvvi Online the Ouvvi Web Management end is hosted for you accessible from the internet, from here you can view and manage your Data Sync projects and other automation processes. The Agent (the part that does the work) will run close to your data i.e. on your server in the office. However you could also deploy a local agent that runs on your remote/home PC to handle any Internet hosted services like Office/Dynamics 365 or part of a migration to cloud services and away from managing On Premise servers.

Ouvvi Operations Screenshot

You could also deploy your own DataSync+Ouvvi instance on a Cloud provider like AWS/Azure/VPS Ouvvi Online is for those that are looking for a simple solution to data integration, automation and to reduce operational costs.


Introduction to Ouvvi Online

Ouvvi in the Cloud - Simego Managed Ouvvi Instances

20 March 2020

We are launching a cloud version of our Ouvvi product for those customers who would prefer we managed the deployment and maintenance of the Ouvvi Web Application.

Ouvvi Online is a Multi-Tenant version of Ouvvi where we look after the infrastructure hosted in Amazon AWS. We take care of running the Ouvvi Server, Operating System Licensing and Patching, SQL Database management and backups, SSL/TLS endpoint Security, Monitoring, Ouvvi Software Upgrades etc.

You simply deploy an agent which connects to Ouvvi Online over the internet to run your projects and steps.

With Ouvvi Online you can monitor your project and steps from any internet connected device without the need to remote desktop to your Ouvvi Server on your internal network.

Ouvvi Online Overview Diagram

Your Data flows from the source to the target via the Agent and does not flow though the Cloud so your data remains on the agent network at all times. If you use Changesets or Ouvvi Apps then this data will be stored in your Ouvvi Cloud instance.

Agents can be deployed on Windows Servers, VMWare/Hyper-V, Cloud Servers AWS/Azure and Windows 10 Desktop PCs.

Please see our Ouvvi Online Documentation for more information about deploying Ouvvi Online Agents.

Our Ouvvi Online Instance

We migrated our internal systems to Ouvvi Online a while a go and continue to run our internal systems on the same platform ensuring that we are using the same products and services as our customers.

We use Ouvvi Online to manage our Online Store and manage our internal notifications. The data we get from Paddle is not very good so we use Data Sync + Ouvvi Apps to build better reporting and notification system.

Ouvvi Operations Screenshot

Demo Instance

We have a demo instance of Ouvvi Online available where you can log in and take a look.

You can access the demo instance here : Demo Instance

Then sign in using the following credentials:

  • Username: demo
  • Password: simego

If you would like to try an Ouvvi Online instance please contact our support team support@simego.com and request an Ouvvi Online instance.


Announcing the Simego Referral Program

What the Simego referral program is and how to get started

5 October 2019

Today we are launching a referral program for you, our loyal customers.

We have found that much of our business comes from you recommending us to others. So, in recognition of this we have created a referral program where if you refer a customer to Simego they will get 20% discount on their order and you will also receive a 20% credit in the form of points to use for against your renewal/s or new purchases.

Get Started

To get started all you need to do is log in to your Simego account and find the referral section (this should be in the menu to the left of the page). Read through the details and click "Agree Terms". This will then generate your unique referral code.

Copy that referral code and get talking!

You can put it wherever you like: in an email, in a blog post, as a footer, post it on social media. You decide how you want to get the word out. Just make sure to tell everyone where they need to go (www.simego.com) and that the code needs to be put in the Partner/Referral Box during checkout.

The more you refer the more points you are rewarded!

The referral section in your account will show you how many points you have (the big green section), the transactions you have against your referral code and how many points these orders gave you (or what you spent with a spend code).

You can also generate a Spend Code to spend your points from your account. Click “Create Spend Code” and type in the number of points you want to use then click “Create”. Your spend code will now appear in your transactions table, copy this and use it against your renewal or a new purchase.

Go get signed up and start earning points for every time you refer a new customer to us!

Thank you again for being a Simego customer.


Introducing Ouvvi Apps

An introduction to Ouvvi Apps

4 September 2019

We've been busy working on some new Ouvvi developments over the few months, one of these has been Ouvvi Apps.
This new addition has so many possibilities we are going to split it into multiple blog posts so that we don't overwhelm you with information.

So lets get started with our introduction to Ouvvi Apps.

What are Ouvvi Apps?

Ouvvi apps, in a nutshell, is a new form of table storage with a modern restful API. Now that may not sound like much to you right now but when you see how it'll save you time and effort in your integrations, and the possibilities it generates, I think we might make you think otherwise. Ouvvi apps was designed to make data integration and reporting on your data simpler and more useful.

Simego Ouvvi Apps

Simego Ouvvi Apps

Ouvvi Apps are SQL tables on steroids. Not only can you use the apps as a store or backup of your data, but you also get to use some useful additional features. Ouvvi Apps have a simple REST based API and an Export API which can output the data in a number of standard Data formats.

Built in Connector

Ouvvi Apps comes with a built in ready to use Data Sync connector, so you can implement these in your integrations quickly and with no hassle.

Ouvvi Apps Connector

You also get a quick start function to create new apps within your Ouvvi environment!

Quick Start

Export Formats

Each app has its own API endpoint that you can connect to.
You can also generate exports of your data in a number of formats. We're talking XML, HTML, CSV, Excel and JSON. These can all be consumed by a URL from the Ouvvi server so a great way to share data with other applications.

Export Formats

Data Consumption

Consume the data stored in Ouvvi Apps straight into Power BI. Sometimes it can be difficult to get your data into Power BI or slow depending on the source system. Now you can use Data Sync to update your Ouvvi Apps and then connect Power BI to the Ouvvi App.

Power BI

Data Transformation

With Data Integration it can be helpful to use a SQL Database as a Temporary Staging Store. Now with Ouvvi Apps you can use these instead and no longer need to deal with creating SQL Tables on the Database Server.

Email Reporting

Go from simply having a data store to getting emails about your data. We have two HTML report views TABLE and LIST and a new Ouvvi Email handler than can consume a Web Page as the body of an email. By combining these we have a new powerful way to import data into an Ouvvi App and then send this as a report by email.

We've been using this loads! One of the ways is for when we receive a new order. The data we get from our reseller wasn't useful enough for us and we kept having to log in to find out the information we needed. So we utilised Data Sync + Ouvvi Apps and now we get an email every time we get a new order with all the information we need to know.

New Order Email

We're going to follow up with some more detailed blogs in the future but for now this is a heads up for what is coming in the next release.


Introducing the Data Sync Connector for Pipedrive

The Pipedrive CRM system connector

30 August 2019

We’ve recently begun using Pipedrive as our main CRM, so naturally thought we should build a connector for this!

So let's tell you a bit more about how you can connect and use the Pipedrive REST API.

The Connector

The Pipedrive connector is available from version 3.0.1228, and has full read and write, lookups and connection library capabilities.

To use it you will need your API token from Pipedrive, get this by going to Settings > Personal > Other > API. Then you simply choose the list you want to connect to.

Pipedrive Connector

What can you connect to?

The connector can connect to the Activity, Deal, Note, Organization, Person, Pipeline, Product, Stage, and User lists.

If you want to test what fields will be returned for each list you can do so at the Pipedrive API reference page. Enter in your API token, choose an endpoint to test and then click GET. This will then return a sample of your data stored in Pipedrive.

How might you use this connector?

Maybe you have Pipedrive but don’t know where to get started. Let us give you a few examples of how you might use it, so then you can get up and running automating your Pipedrive integration.

Data Migration

The very first task we needed the connector for was to migrate from our old CRM system to Pipedrive.

We simply connected to the old CRM as the source, connected to Pipedrive as our target, mapped the columns we wanted to include and then clicked Synchronise.
As you have all probably found out by now, Data Sync doesn’t take long to run these sorts of projects, so within under a minute we were done.

Now we can go into Pipedrive and have our customer data to hand, joining the emails we receive to customers and deals in the system.

Adding Leads

You may receive a list of new leads from one of your departments that need to be uploaded into Pipedrive. This could be a CSV file, or maybe you connect directly to the SQL database where the data is added.
Just connect to your list, connect to Pipedrive, map the columns and sync.

Updating Records

Maybe you edit the user data within Pipedrive but then need to reflect these updates in your business systems. Or spin it the other way and the data is edited in another system, but these changes need to be reflected in your Pipedrive CRM.
Just follow the same process: connect to your source system, connect to your target (destination) system, map your columns, compare and sync.

You can automate the project by using either the run tool to schedule it to run at a set time or by using Ouvvi to apply event or time-based triggers. You could even have Ouvvi send you an email once it has run to let you know something has changed… We will be telling you more about these sorts of possibilities in an upcoming blog post so keep your eyes peeled for our Ouvvi Apps release post.

Want to know more?

So if this has got you thinking about all the possibilities you could do and you want to know more, send us a message and we can help get you started.


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