- Log in and open your Qlik Sense app, and click Data load editor from the top menu.
- Click Create new connection in the Data connections panel on the right.
- Select SharePoint Metadata or REST from the connector list, depending on what is available in your environment.
- Enter your SharePoint Base URL.
- Click Authenticate to open the Office 365 sign-in page. Log in to your account and grant Qlik permission to access your files.
- Copy the authentication code provided by Office 365 and paste it into the Qlik connector dialog, then click Verify.
- Click Create to store the connection. You can now access the saved connection, browse the available tables, and select the ones you want to load into your app.
How to Integrate Qlik with a SharePoint List
📌 Why this matters
Why this matters
SharePoint lists are used across organizations for tracking everything from project tasks and approvals to inventory and client records. Loading list data directly into Qlik Sense means you can build dashboards and reports on top of structured business data without exporting it manually. This is especially useful for operations or project teams that maintain their records in SharePoint and need regular visibility into that data. A direct connection keeps your Qlik app synchronized with the list as it is updated, reducing manual effort and improving reporting accuracy.
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