Integrating SurveySparrow with Microsoft SharePoint
Integrating SurveySparrow with Microsoft SharePoint
8 min read
Harris
Microsoft SharePoint is an enterprise collaboration platform used by teams across HR, operations, customer experience, IT, and more. It serves as a central hub for organizing and sharing information — whether that's managing documents in a library, tracking data in structured lists, or building internal workflows. As part of the Microsoft 365 ecosystem, SharePoint is often where teams go to store and access the information that keeps day-to-day work moving.
The SurveySparrow–SharePoint integration lets you automatically export survey responses to SharePoint, so your feedback data flows directly into the tools your team already uses — no manual downloads, no copy-pasting. Responses can be pushed to a SharePoint List (for structured, queryable data) or a Document Library (as CSV or XLSX files), giving you flexibility in how the data is stored and used. Here are a few ways different teams put this to work:
CX teams: Export CSAT or NPS surveys to a SharePoint list to track satisfaction trends and flag issues in real time.
HR teams: Send employee engagement or pulse survey responses to SharePoint for use in performance reviews or workforce planning.
Product & Support teams: Route feature request or support feedback surveys into a SharePoint list for easier prioritization and follow-up.
Connecting your account
1. Inside your SurveySparrow account, click on the settings icon.2. Scroll down the left panel till you see Apps and Integrations, then click on it.3. Search for the SharePoint integration, then click on the toggle when it appears.4. When the connection modal pops up, you must enter your Entra tenant ID, then click Save.Note: To access your Tenant ID, open Microsoft Azure and click on Microsoft Entra ID under Azure services (or click on the horizontal grid icon in the top left and click on the same option from the side menu).The Tenant ID appears under the Basic information section, copy it from here.5. Another tab opens, where you will need to authenticate the connection. Select an account and log into it.Note: This step only happens if you haven’t connected your SurveySparrow account to any other Microsoft integration ( for example: Fabric, Azure, Azure SQL).
Creating a response mapping via SharePoint List
1. Open a survey whose responses you want to export and click on the Integrate tab.2. Search for the SharePoint integration, then click on the toggle.3. The mapping configuration opens up in a new screen. The first part of the configuration requires you to choose the destination, action and response timeline, which we’ll cover in the steps below. We’ll start by selecting a SharePoint site, aka the workspace where you want to store the responses, from the drop-down list.4. Next, select the destination type, aka the specific destination within the selected Site. You have two options: a SharePoint List (similar to a table) or a Document Library. Here we’ll select a SharePoint list.5. Next, choose if you’d like to create a new list or export responses to an existing list. In this instance we’ll choose to create a new list.6. Provide a name and row title for the new list. (A row title is the title for a column inside the list).Note: If you chose to use an existing list, you’d have to select one from a drop-down.7. Optionally, you can change the response import settings. The default setting is to import all existing responses in addition to future ones, but if you’d like to only export responses from a specific date, click on the Import All Existing Responses option.
22. When you’re done, click on Save Mapping.23. Create a name for the mapping and click Save Mapping. 24. If you’d chosen to use an existing list to export responses, here’s what the mapping screen would look like. You’d have to select data types to map to specific fields in the existing list. Start with the data type by clicking on the drop-down and selecting an optionaaa.25. Next, choose the specific instance of the data type. So if we were to choose a question type, we’d then have to choose a specific question. So click on the drop-down menu under SurveySparrow Field and choose from the options.26. After that, select the field in SharePoint where this data type is to be filled.27. If the selected data type has no data, you can provide a default response that will be filled in the field instead.28. Add as many field mappings as you’d like by clicking on New mapping field. When complete, click on Save Mapping and follow the same steps mentioned above.29. After the mapping is saved, you’ll be taken to a screen where you can access all saved mappings. To review the mapping configuration, click on the mapping.
Creating a response mapping via Document Library
The process of exporting responses via Document Library is nearly the same as that of the SharePoint List, except for the initial configuration screen, which we’ll cover here. Another difference is that when exporting respondents to a SharePoint library, you will always create a new file. You cannot export responses to an existing file.
1. After choosing Document Library as your Destination type, you must next select an actual document library by clicking on the drop-down right below and selecting from the options.Note: Inside SharePoint, there are two document libraries that are created by default: Site Pages and Style Library. Those two document libraries cannot be used to store response exports and hence will never appear in the drop-down.
2. Next, you need a folder within the document library to store the responses. Click on the following drop-down and select one of the options.3. After this, select the file format (csv or xlsx) and provide the file name by clicking on the respective fields.5. Since you are creating a new file to export responses, the mapping configuration will be the same as that when you’re creating a new SharePoint list to export responses. The default mapping configuration for a new list to export all the data, but you can change this, as shown in the previous section.Follow the same steps as outlined in the previous section to create and save the mapping.
Connecting SurveySparrow to SharePoint means your response data stops sitting in a silo. Whether it's customer feedback, employee sentiment, or product research, the data flows automatically into the place where your team already organizes and acts on information — no scheduled exports, no manual file transfers.
If you haven't set it up yet, give it a go. The configuration takes just a few minutes, and once it's running, you'll have one less step between collecting feedback and doing something useful with it.
Feel free to reach out to our community in case of questions!
8. Hover over the
Specific Date
option. When the calendar appears, select a date, then click
Apply
.
9. Once you’ve completed this section, click on
Continue Mapping
.
10. If you only want to export responses that match a particular kind, you can set filters. Click on
Set Conditions
.
11. A pop-up appears. When setting conditions, you can set a conditional logic for the conditions: either
any
or
all
. The default setting is
any
, but if you’d like to change the logic, click on the drop-down next to it.
12. To add conditions, click on
Add Group
.
13. Choose a category of data from the drop-down menu to which the condition must apply. For this instance, let’s go with a question.
14. Choose a particular item from that category, in this instance a question.
15. Define the condition by a comparison operator, followed by a value for the response to be tested against. The value might either be provided from the survey properties or you might have to provide one, this varies as per what you choose.
16. After defining the condition, click
Apply
.
17. You can turn a condition into a group of conditions by hovering near it and then clicking on the plus icon that appears to the right. Repeat the same steps as above to create another condition.
18. Within a group of conditions you can set conditional logic:
and
/
or
. The default is
and
, but if you’d like to change it, click on the drop-down.
19. Click on
Add Group
to add more conditions/condition groups. When you’re done, click
Save
.
20. Now the default mapping configuration for a new list to export all the data. In this configuration, you can see all the response properties that are going to be exported. But if you’d like to only import specific data, click on the checkbox next to
Send selected data
.
21. You will be shown a series of tabs for each response property. Each tab will have a list of items for that particular property. Click on the checkboxes of the items you want to import to SharePoint. Navigate through the respective tabs and select the ones you want. You can also use the search box to find items.
Note:
Each property selected constitutes one column in the SharePoint list. You can only have up to 80 columns, meaning you can only select 80 properties.
30. The mapping tab expands to show you its settings. If you’d like to modify it, click on the ‘
Edit Mapping
’ button.
31. To pause the mapping, click on the green toggle button.
32. To delete the mapping, click on the vertical three-dot icon, then click on
