SuperSync Files - How to Configure Dynamic SharePoint Connections

Overview

SuperSync Files allows administrators to dynamically determine the SharePoint Site, Document Library, and Base Folder used for each record type in NetSuite. This feature is particularly useful for organizations that manage multiple SharePoint sites (e.g., one per customer, subsidiary, or department) and need automatic routing of uploaded files to the correct location.

Dynamic path configuration uses field references and formulas on your NetSuite record types to construct the SharePoint URL components at runtime. This eliminates the need for static site or folder paths in the connection record and enables flexible, scalable document management across sites.

How It Works

During file sync or folder creation, SuperSync Files reads the dynamic configuration fields defined in the Record Type Config.
It looks for field values on the target record (e.g., Customer, Project, Vendor Bill) that correspond to:

• Site Path (e.g., sites/<CustomerID>)

• Document Library

• Base Folder

These values are combined with the domain and connection data from the Connection Record to form the full SharePoint path.

Example:
If your customer record has:

• Site = sites/3M

• Document Library = FilesDL

• Base Folder = Honeycomb MFG

Then the resulting SharePoint path becomes:

https://<tenant>.sharepoint.com/sites/3M/FilesDL/Honeycomb MFG

If any of the optional fields (Library or Base Folder) are blank, SuperSync Files will default to:

• Document Library: “Shared Documents”

• Base Folder: Root of the selected library

Step-by-Step Setup

Create Custom Fields for Dynamic Values

Create freeform text fields on your record type (e.g., Customer) to store the SharePoint path components. if the Site Path field is blank or invalid, the operation will error out since the site is a required component.

Example:

• Label: Files Dynamic Site

• ID: _files_dynamic_site

• Applies To: Customer

You can repeat this process for additional dynamic fields, such as:

• Files Dynamic Document Library

• Files Dynamic Base Folder

Use clear, consistent naming conventions so they’re easily identifiable in the Formula Builder.

Add the Fields to Your Record Form

Once the custom fields are created:

1. Navigate to the record (e.g., Customer).

2. Click Customize Form.

3. Under Fields, enable your new fields (e.g., “Files Dynamic Site”).

4. Click Save and ensure they appear under the Custom section on the form.

Configure the Record Type Config in SuperSync Files

1. Go to SuperSync Files > Record Type Configs.

2. Open or create the configuration for your desired record type (e.g., Customer).

3. In the Dynamic Connection section, set:

   • Site Path → your custom “Files Dynamic Site” field

   • Document Library → “Files Dynamic Document Library” (optional)

   • Base Folder → “Files Dynamic Base Folder” or an existing field like Subsidiary

You can use literal strings, NetSuite field IDs, or formulas to build these dynamically.

Use the Formula Builder (Optional)

For advanced logic, open the Formula Builder from the Dynamic Connection section to:

• Concatenate text (e.g., sites/ + {entityid})

• Use NVL() expressions to provide fallbacks

• Combine field references and static values

Example Formula:

'sites/' || {entityid}

This creates site paths like sites/3M, sites/ALPHAMARVIN, etc.

Testing and Validation

To confirm your configuration:

1. Select a record with populated dynamic fields (e.g., Customer “3M”).

2. Open the Files tab or run a sync.

3. Verify that the correct folder structure is created in SharePoint.

If a record’s dynamic field is blank:

• Document Library → defaults to “Shared Documents”

• Base Folder → defaults to library root

• Site → throws configuration error

Example Use Case

Customer-Specific Sites

Dynamic SitePath formula is:

'sites/' || {entityid}

Each customer ID in NetSuite aligns with a SharePoint site (sites/12345), allowing seamless, per-customer file segregation.

Troubleshooting

Recommended Test Configuration (Dev Example)

Summary

Dynamic SharePoint paths in SuperSync Files make it possible to manage distributed document structures directly from NetSuite without static configuration.

By using formulas or field values for Site, Document Library, and Base Folder, organizations can maintain a clean, scalable file organization model across multiple SharePoint sites or business units.