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Transfer Files to Asite platform via Microsoft Power Automate

This article helps you understand how to transfer files to Asite using Microsoft Power Automate (Flow).

Updated over a week ago

Below is an example on how to transfer files from external services like Sharepoint to Asite via Microsoft Power Automate (Flow):


1. Follow steps 1 to 7 same as mentioned in the help link here.

2. To use the connector provided by Sharepoint, let's search and select 'Sharepoint' connector.

3. Once the connector is selected, relevant actions will be listed. We are selecting 'When a file is created or modified in a folder' in this example. Use the search or scroll option to find your concerned trigger.

4. Enter required details as mentioned below:

Site Address - Search and select a Sharepoint site address from the available dropdown option.

Folder Path - Click on the folder icon and select concerned Sharepoint folder where the file will be created or modified.

Once done, click '+ New Step' to continue.

5. In this step, we need to select the connector provided by Sharepoint and get the file metadata information. Use the search option to find the required connector.

6. Once the connector is selected, relevant actions will be listed. We are selecting 'Get file metadata' in this example. Use the search or scroll option to find your concerned trigger.

7. In the 'Get file metadata' step, enter details as follows:

Site Address - Search and select a Sharepoint site address from the available dropdown option.

File Identifier - Search and select 'x-ms-file-id' from the dynamic content popup.

Once done, click '+ New Step' to continue.

8. In this step, we need to select the connector provided by Sharepoint and get the file properties information. Use the search option to find the required connector.

9. Once the connector is selected, relevant actions will be listed. We are selecting 'Get file properties' in this example. Use the search or scroll option to find your concerned trigger.

10. In the 'Get file properties' step, enter details as follows:

Site Address - Search and select a Sharepoint site address from the available dropdown option.

Library Name - Select 'Documents' from the available dropdown option.

Id - Search and select 'ItemId' from the dynamic content popup.

Once done, click '+ New Step' to continue.


11. Now let's upload file from Sharepoint to Asite

Suppose that we need to upload this file to Asite.
To upload a file in Asite, defining metadata is mandatory. However, we will define metadata first followed by uploading the file.

12. In this step, we need to select the connector provided by Asite.

13. To use the connector provided by Asite, search for ‘Asite’ and select the required connector provided by Asite. All Asite connectors are categorized under ‘Premium’ tab (also available in ‘All’ tab).

14. Let's set metadata by using the action 'Set File Metadata'

Triggers and Actions for selected connector will appear in separate tabs. Go to 'Actions' tab to view available actions that can be performed when above trigger is executed then select 'Set File Metadata'.

15. In the 'Set File Metadata' step, enter details as follows:

Project name - Search and select required project name from the available dropdown option.

Folder name - Search and select required project folder's name from the available dropdown option.

You will now be required to fill in or map from Sharepoint file details regarding system attributes and custom attributes applicable for selected project folder. Dynamic Content popup option can enable you to pull and map dynamic values i.e. variables from Sharepoint in this scenario. Please note that mandatory attributes are required to be filled.

Once done, click '+ New Step' to continue.

16. As a next step, to use the connector provided by Asite, search for ‘Asite’ and select the required connector provided by Asite. All Asite connectors are categorized under ‘Premium’ tab (also available in ‘All’ tab).

17. Now, let's upload a file by using action - 'Create File'

Triggers and Actions for selected connector will appear in separate tabs. Go to 'Actions' tab to view available actions that can be performed when above trigger is executed then select 'Create File'.

Please note that 'Set File Metadata' is mandatory before you can perform 'Create File' action.

18. In the 'Create File' step, enter details as follows:

Project name - Search and select required project name from the available dropdown option.

Folder name - Search and select required project folder's name from the available dropdown option.

File Name - Search and select 'File name with extension' from the dynamic content popup.

File Metadata Id - Search and select 'Metadata Id' from the dynamic content popup.

File Content - Search and select 'File Content' from the dynamic content popup.

19. Click 'Save' to continue.

The required configuration is done for transferring files to Asite from Sharepoint as per above steps. You can now test the scenario by uploading file as per the relevant folder in Sharepoint.


Check: FAQs


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