import_sharepoint_list_projects
Import a SharePoint list used as a project tracker into an Onplana portfolio, one project per row. Columns map to project fields (name, status, owner email, start and end dates, health, budget, description); unmapped columns become project custom fields only when named in customFieldColumns. An owner email that matches an org member owns the project; any other email is written on the project as a note and nobody is invited. Rows imported by an earlier run are skipped, so a re-run creates no duplicates. Pass dryRun: true to see the columns, the proposed mapping and the first rows as projects without writing anything. Requires the SharePoint permission on the connected Microsoft account.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| listId | No | The list id. Give this or listName. | |
| siteId | Yes | SharePoint site id, from list_sharepoint_sites. | |
| mapping | No | Project field to list column (internal name). Omit to use the proposed mapping from a dry run. | |
| listName | No | The list's display name, looked up on the site. | |
| portfolioName | No | The portfolio the projects go into; found by name or created. Required to import. | |
| customFieldColumns | No | Unmapped column internal names to keep as project custom fields. |