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

aparnaravi
Tera Contributor

‎01-07-2026 10:49 PM

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

  • 1,642 Views
10 REPLIES 10

Bill Martin
Giga Sage
In response to PallaviK0463433

Tuesday

The strategy for this integration focuses on a clean, scheduled handoff that eliminates manual downloads by leveraging ServiceNow's native automation engine. Since your data is already formatted correctly, the objective is to move that file into SharePoint as soon as it is generated. This is achieved by combining a scheduled trigger with Flow Designer and the ServiceNow SharePoint Online Spoke to ensure the document lands in the right library every time.

 

 

  1. First, you must establish a secure connection between the two platforms by registering an application in the Microsoft Azure portal to obtain your Client ID and Secret. Once those credentials are saved in ServiceNow, you link them to the SharePoint Online Spoke connection record, which typically points to your organizational SharePoint root URL.

  2. Next, configure a Scheduled Script Execution to run on your required weekly frequency to trigger the report generation. This script generates the report and attaches it to a temporary record, which serves as the "source" for your automation. (Optional, depends if your data is clearly structured you can use get table record etc. from Flow Designer Action spoke).

  3. Within Flow Designer, create a flow that triggers specifically when that attachment is created on your source record. You will use the action titled "Copy ServiceNow Attachment to SharePoint Folder" where you will specify the destination Site URL, Document Library, and the specific folder path where the file should be stored.

  4. For high-volume environments, it is a best practice to process these uploads asynchronously using the Event Queue, which prevents heavy logic from impacting system performance. This approach also provides better traceability and allows for automatic retries if the SharePoint endpoint is temporarily unreachable. (Only if you need custom integrations or scripts, Flow Designer has asynchronous rappers already out of the box)

For a comprehensive technical deep dive, you can follow the official step by step guide for the SharePoint Online Spoke at https://www.servicenow.com/docs/r/zurich/integrate-applications/integration-hub/sharepoint-online-sp....

0 Helpfuls