How to connect Loyverse and Microsoft SharePoint Online
Create a New Scenario to Connect Loyverse and Microsoft SharePoint Online
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Loyverse, triggered by another scenario, or executed manually (for testing purposes). In most cases, Loyverse or Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Loyverse or Microsoft SharePoint Online, and select the appropriate trigger to start the scenario.

Add the Loyverse Node
Select the Loyverse node from the app selection panel on the right.


Loyverse

Configure the Loyverse
Click on the Loyverse node to configure it. You can modify the Loyverse URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Microsoft SharePoint Online Node
Next, click the plus (+) icon on the Loyverse node, select Microsoft SharePoint Online from the list of available apps, and choose the action you need from the list of nodes within Microsoft SharePoint Online.


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Microsoft SharePoint Online


Authenticate Microsoft SharePoint Online
Now, click the Microsoft SharePoint Online node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft SharePoint Online settings. Authentication allows you to use Microsoft SharePoint Online through Latenode.
Configure the Loyverse and Microsoft SharePoint Online Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Loyverse and Microsoft SharePoint Online Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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AI Anthropic Claude 3
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Microsoft SharePoint Online
Trigger on Webhook
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Loyverse
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Webhook response


Save and Activate the Scenario
After configuring Loyverse, Microsoft SharePoint Online, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Loyverse and Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Loyverse and Microsoft SharePoint Online (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Loyverse and Microsoft SharePoint Online
Loyverse + Microsoft SharePoint Online + Slack: When a new or updated customer is added to Loyverse, their information is saved to a file in SharePoint. A notification is then sent to a Slack channel informing the manager of the new customer data.
Loyverse + Microsoft SharePoint Online + Google Sheets: When a new or updated customer is created in Loyverse, the customer's data is saved to a file in SharePoint. The Google Sheet then updates with the new customer information to be summarized for analysis.
Loyverse and Microsoft SharePoint Online integration alternatives

About Loyverse
Sync Loyverse sales data to your accounting or marketing tools using Latenode. Automate inventory updates based on Loyverse transactions. Trigger custom workflows for customer loyalty programs. Latenode lets you connect Loyverse data to any app without code, adding powerful automation to your POS system.
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About Microsoft SharePoint Online
Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.
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See how Latenode works
FAQ Loyverse and Microsoft SharePoint Online
How can I connect my Loyverse account to Microsoft SharePoint Online using Latenode?
To connect your Loyverse account to Microsoft SharePoint Online on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Loyverse and click on "Connect".
- Authenticate your Loyverse and Microsoft SharePoint Online accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive Loyverse sales data in SharePoint?
Yes, you can! Latenode lets you automate data backups from Loyverse to Microsoft SharePoint Online. This ensures data is safely archived and readily available for reporting and analysis, enhancing your business insights.
What types of tasks can I perform by integrating Loyverse with Microsoft SharePoint Online?
Integrating Loyverse with Microsoft SharePoint Online allows you to perform various tasks, including:
- Automatically backing up daily sales reports to a designated SharePoint folder.
- Creating customer lists in SharePoint based on Loyverse loyalty program data.
- Generating inventory reports in SharePoint from Loyverse stock levels.
- Syncing Loyverse employee data to manage user permissions in SharePoint.
- Triggering SharePoint alerts for low-stock items tracked in Loyverse.
How secure is the Loyverse data transfer on Latenode?
Latenode employs robust encryption and secure protocols to ensure Loyverse data is transferred to Microsoft SharePoint Online safely, adhering to industry best practices.
Are there any limitations to the Loyverse and Microsoft SharePoint Online integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large data transfers may experience delays based on API rate limits.
- Custom Loyverse reports need to be configured via JavaScript for complex formats.
- Real-time sync depends on the Loyverse API's polling frequency.