ServiceNow → SharePoint Integration to Automatically Save Scheduled Reports (PDF/Excel)

[aparnaravi]

Hi Community,

We have a requirement to integrate ServiceNow with SharePoint so that reports can be automatically generated on a weekly basis and saved in SharePoint as PDF/Excel files.

Requirement details:

• Reports are built in ServiceNow (Incidents, Requests, SLA, etc.)

• Reports need to be scheduled weekly

• Output format: PDF / Excel

• Files must be automatically stored in a SharePoint document library

• No manual download or upload should be required

We understand that ServiceNow does not provide an out-of-the-box option to directly save reports or dashboards to SharePoint.

We would like guidance on:

1. The recommended approach for this integration

2. Whether using Microsoft Graph API + OAuth is the best practice

3. Any existing plugins, integrations, or examples for uploading report files to SharePoint

4. If anyone has implemented a similar solution, what challenges or limitations should we be aware of

Any suggestions, reference implementations, or best practices would be greatly appreciated.

Thanks in advance

[PallaviK0463433]

hi @aparnaravi ,

Can you please let me know how this was finally resolved? Did you use the SharePoint Online Spoke for the connection and Flow Designer script to format and send the report contents?

[Bill Martin]

Hi @PallaviK0463433 , while you are waiting for @aparnaravi  confirmation. in our scenario, yes  SharePoint Online Spoke is what we have used and also this route is recommended. let me know if you have further questions .

[PallaviK0463433]

hi @Bill Martin , Thank you for your response. Can you please let me know if this can be achieved only with Microsoft Graph connection or need to configure sharepoint Online connection too?

[Bill Martin]

lished reply you can post

Hi @PallaviK0463433 ,

Rephrasing your question to make sure I correctly understand: you want to achieve this integration between ServiceNow and SharePoint Online, and you’re asking whether configuring the Microsoft SharePoint Graph connection in ServiceNow is sufficient, or if you also need to configure the standard Microsoft SharePoint Online connection (the SharePoint Online spoke/connection record) as well.

The Microsoft Graph connector is the API provided by Microsoft that allows you to interact with various Microsoft 365 objects, including SharePoint sites, lists, and files. A great way to get familiar with it is to try the official Microsoft Graph Postman collection, which lets you experiment with Graph calls in a guided way: https://learn.microsoft.com/en-us/graph/use-postman. Once you understand how Graph works and how ServiceNow’s connection to Microsoft Graph is configured, the security model and the attributes exposed through the ServiceNow spoke will make a lot more sense.

In general, ServiceNow spokes are limited by the endpoints they are built on top of – in this case, Microsoft Graph and, for some actions, the SharePoint REST APIs. For many real-world scenarios, you’ll collaborate with a SharePoint developer/administrator/architect who can help you design the right structure (sites, libraries, permissions) and ensure your app registration and permissions align with your organization’s security standards. I used to work as a SharePoint develoepr/admin/architect, so I’m happy to help guide you through that design if you’d like.

Let me know more about your exact use case (for example, saving attachments to a specific document library, creating folders per ticket, or reading files back into ServiceNow), and we can determine whether you’ll rely solely on the Graph connection or if it makes sense to configure the SharePoint Online connection as well.

[PallaviK0463433]

hi @Bill Martin ,

Thank you for the detailed explanation. Our requirement is to convert a set of existing reports in ServiceNow to csv format and send those files to a particular SharePoint location. Please suggest which connections would be required in this case.