Select the content to be synchronized

On SharePoint sites page, click the SharePoint site whose content you want to sync, or create a new site following procedure Configure the SharePoint connection.

Choose the method of synchronization by selecting one of the following:

Automatically

When you select SharePoint content, Sitefinity CMS automatically created the required content types and synchronizes SharePoint content with them. You can synchronize more than one content type at once.

For example, if you want to synchronize a SharePoint calendar, Sitefinity CMS will create a calendar in the Events module and synchronize all SharePoint events with this calendar. If you want to synchronize a list, Sitefinity CMS creates a new dynamic module with the same name and synchronizes all SharePoint list entries with this module. 

  1. Click Continue.
    A list of all available SharePoint lists, libraries, and calendars appears.
  2. Select one or more of the content type you want to synchronize and click Continue to Setup Synchronization.
  3. Select the type of synchronization by choosing one of the following:
    • Two way (Sharepoint-Server-Sharepoint)
      Synchronizes both items from Sitefinity CMS to SharePoint and vice versa.
      If you create, edit, or delete and item in SharePoint it will appear, be edited, or deleted from Sitefinity CMS and the other way.
    • Sharepoint to server
      If you create, edit, or delete an item in SharePoint, it will appear, be edited, or deleted from Sitefinity CMS, but items that are created, edited, or deleted in Sitefinity CMS, will not be modified in SharePoint.
    • Server to SharePoint
      If you create, edit, or delete and item in Sitefinity CMS it will appear, be edited, or deleted from SharePoint, but items that are created, edited, or deleted in SharePoint will not be modified in Sitefinity.
  4. In When to sync... dropdown box, schedule the synchronization period.
    If you want to manually synchronize content on demand, select Not scheduled
    To force synchronization, perform the following:
    1. On the page with all configured SharePoint sites, click the site whose content you want to synchronize.
      The Connected lists page appears.
    2. Click the Actions link of the content type you want to synchronize and in the dropdown menu, click Synchronize now.
  5. Click Save.
    The required new modules, libraries, and calendars are created and the system return you to the page displaying all connected lists.

Manually

You can manually map SharePoint content types to Sitefinity CMS content types. You can synchronize only one type at a time.

For example, if you have a SharePoint library, you can manually choose which Sitefinity CMS library to synchronize it with. You can also manually map all SharePoint fields of a content type to the fields of the chosen Sitefinity CMS type.

  1. Click Continue.
  2. Under SharePoint Lists, click Select… button.
    A list of all available SharePoint libraries, calendars, and lists appears.
  3. Select one content type to be synchronized with Sitefinity CMS and click Done.
  4. Under Sitefinity CMS Content types, click Select... button.
    A list of all available content types created in Sitefinity CMS that are suitable for synchronization with the selected SharePoint type appears. The system also displays options for creating a new type.

    For example, if you have chosen to synchronize a SharePoint calendar, a list of all created Sitefinity CMS calendars appears, together with the option to create a new calendar.

  5. Select the Sitefinity CMS content type where you want to synchronize the chosen SharePoint type and click Done.
  6. Select the type of synchronization by choosing one of the following:
    • Two way (Sharepoint-Server-Sharepoint)
      Synchronizes both items from Sitefinity CMS to SharePoint and vice versa.
      If you create, edit, or delete and item in SharePoint it will appear, be edited, or deleted from Sitefinity CMS and the other way.
    • Sharepoint to server
      If you create, edit, or delete and item in SharePoint, it will appear, be edited, or deleted from Sitefinity CMS, but items that are created, edited, or deleted in Sitefinity CMS, will not be modified in SharePoint.
    • Server to SharePoint
      If you create, edit, or delete and item in Sitefinity CMS, it will appear, be edited, or deleted from SharePoint, but items that are created, edited, or deleted in SharePoint, will not be modified in Sitefinity.
  7. In When to sync... dropdown box, schedule the synchronization period.
    If you want to manually synchronize content on demand, select Not scheduled
    To force synchronization, perform the following:
    1. On the page with all configured SharePoint sites, click the site whose content you want to synchronize.
      The Connected lists page appears.
    2. Click the Actions link of the content type you want to synchronize and in the dropdown menu, click Synchronize now.
  8. If you have multiple sites and the current Sitefinity CMS site uses more than one data source for the selected Sitefinity CMS type, in Provider dropdown box, you can choose which data provider to be used for the synchronization.

    For example, if you are synching a SharePoint calendar with a Sitefinity CMS calendar and you have two data sources configured for the Events module, they both appear in the Provider dropdown box. 

    For more information about data sources, see Multisite: Manage multiple sites.

  9. To create custom mappings of the SharePoint fields and the Sitefinity CMS fields, expand Advanced and click Settings.
    For each SharePoint field on the left, you can choose a corresponding field from the Sitefinity CMS module in the dropdown box or you can choose to create a new field in Sitefinity CMS automatically.
    For more information, see Supported SharePoint field types.
  10. Click Save.

To connect a new list form the same SharePoint site, click Connect a list button in the toolbar and perform the above procedure again.

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