sync two sharepoint lists

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Could anyone help me please? I have a list with existing data. Previously, she was editor in chief for The Cobb Group, the world's largest publisher of technical journals. Nice post on this I been looking at doing something like this between SharePoint and an Excel spreadsheet (for doing bulk updates). Again, select the site and list. Select the site and list that you used in the Get items steps. What is the best way that I can synchronize two separate lists in SharePoint? First of all we will need something that is unique in each of the lists so that we can identify the items, a key. may I know why my Power Automate does not have create item mapping. I want users to beable to create items onList Aand have saiditem also created on List B. I also need Vice-versea functionality. In Create item, you should populate each column by using fields from the trigger only. In this scenario there are two lists SharePoint lists (but the same process would work between a SharePoint list and a SQL table or any number of the 100+ services supported by Microsoft Flow). Set up Sync for your library In your browser, on your SharePoint site, navigate to the library of files you want to sync with. For this tutorial, Im using Microsoft SharePoint lists and Microsoft Power Automate, which is free with most Microsoft 365 licenses on a Windows 10 64-bit system. So, before we create an item in the other list we will need to check if the item triggering the flow already exists in our mapping list. All other fields should be fetched from When an item is created or Modified field values. Depending on your environment, it might take SharePoint a few seconds to update the Commissions list. We can make use of any existing unique columns which you already have in your lists. You should not try to set up two-way sync in the flow because that will create an infinite loop without additional modifications. SLAs involve identifying standards for availability and uptime, problem response/resolution times, service quality, performance metrics and other operational concepts. Conflicts occur on the client when version of the server knowledge is not congruous with client knowledge. Check out our top picks for 2023 and read our in-depth analysis. So in short, When an item is created or updated in either of these lists then we want to create or update the matching item in the other list. If the action is update item, then the applied logic will delete all the existing attachments from the Master List against that item and initiate another replication of all attachments from the child list to the Master List against the same item (Attachment deletion will happen in master data if the attachments are deleted from child SP list). In my mind instead of doing Get Items on the mapping table, you would do it directly on list B (providing that all the IDs will match up). List B will be edited at a later time, but I want it to be updated every time a new item is created/edited in List A. Ive been working with Microsoft technologies for almost 10 years, currently using mainly Power Automate, SharePoint, Teams, and the other M365 tools.I believe that everyone can automate part of their work with the Power Automate platform. Clone SharePoint list or Synchronize two SharePoint lists Step by step implementation Prerequisites: Create a Single line of text type site column "CustomUniqueID". I need a list of Products and see to what ProductGroup it belongs - and vice versa: list of ProductGroups and see what Products it contains. When expanded it provides a list of search options that will switch the search inputs to match the current selection. The client specifies the batch size and the individual items are returned in the order they appear in the change log. When such a conflict occurs, the server does not attempt to resolve the conflict. SharePoint Sync Documents Step 3. This is expected if the query you used in the Get items step is accurate, it will update only the item you wanted to copy. Integral with cosine in the denominator and undefined boundaries. In this scenario there are two lists SharePoint lists (but the same process would work between a SharePoint list and a SQL table or any number of the 100+ services supported by Microsoft Flow). Ive seen people add update dates and all sorts of other things to keep track of changes or an initial source of the data to avoid these kind of spinning flows, but the solution is simple. In Uri, replace ListA with your list, and inside items select the ID column from the when an item is created or modified trigger output from the Dynamic content tab. Using the Filter query in the get items action we can select the item that we want. Dont forget to set the OriginalID column when creating the new item (with the ID from the trigger output)! After processing the changes, clients then add new server knowledge to their own knowledge store. Such columns must be preprocessed, e.g. When you add the ID, an Apply to each container is automatically added around the Update item step. For example, if you have First Name and Last Name columns in the source list, and a Full name column in the destination list, you can type FullName eq '[First name] [Last name]' in the List Name field. No iframe required. When you get the items from the destination list, there are two possibilities: You will use a condition to tell the difference between these two. So, say you make a change on the Master list, that change would then be reflected on the child list? The company, which for several years has been on a buying spree for best-of-breed products, is integrating platforms to generate synergies for speed, insights and collaboration. Manage Settings when items are updated we do want changes to come through to the other list. Fechar. Click the Add Dynamic Content link if necessary. Stephen Siciliano, Vice President, Power Automate, Friday, April 28, 2017. The reason for this is there is no trigger forWhen an item is deleted, thus, there is no way for a flow to be notified when a deletion occurs. Next action Get attachment Content for copying the all attachment contents from the updated child list. This is referred to as a "true" conflict. If the client content version is congruous with server knowledge, then the server item wins the resolution race. Check the length of the Get Items result. In theIf Nobranch, you will add SharePoint'sUpdate itemstep. Figure A shows two SharePoint lists. This record triggers the flow because its a new record, but it doesnt add a record to Commission because the list already has a record for Edington001; thus, the Employee ID expression is false. Item added/edited in ListB automatically synchronize two sharepoint lists. Example, (FINID-VauleofID). The above clone SharePoint list or duplicate SharePoint Online list, we have implemented using Power Automate. After sometimes we can see the CustomUniqueID column has been updated with an alphanumeric value (CUSTUNIQUEID(ID column value)). SEE: Hiring kit: Microsoft Power BI developer (TechRepublic Premium). Is this not possible at all? Because you want to capture all item changes (not only new items), you should select the SharePoint - When an existing item is modified trigger. So, we need to create another column to maintain a unique column in both lists. If the length is 0, which means the particular item doesnt exist in the target list, then it will perform the create item operation, and if it is more than 0, then the item exists in the target list, hence it will perform the update operation. How do you merge two identical SharePoint Lists into one list? The solution consists of two flows, one for the new/updated items, and one for the deleted items. Right now, the Commissions list has five records. Now I want to create item updated event receiver wherein when a user update any list item in list 1, it should get updated in list 2. If you have a contribute permission level, you can yourself can expose these secured data. Be sure to select the value from Get items (not from the trigger When an existing item is modified). Especially when SharePoint lists need to be kept separate for security reasons, this Power Automate flow tutorial will help you keep both lists up-to-date. Suspicious referee report, are "suggested citations" from a paper mill? Add the CustomUniqueID site column to both ListA and ListB. In the Project name box, type a name.. This process is not a two-way sync. Note, however, that because processing exceptions on the server degrades server performance, clients should avoid using exceptions for batching changes and instead should organize batches based on the server knowledge. After you complete the remaining fields (and make sure that you use the outputs from the trigger, not from the Get items call), your condition block should resemble the following screenshot. List B will be edited at a later time, but I want it to be updated every time a new item is created/edited in List A. If theres no item with such id, create new item. How to synchronize two Microsoft SharePoint lists using one Microsoft Power Automate flow. In the example below, we will assume that the Title column is the same, but it could be any column you want. This is great, and I almost haver it working, except for the attachments. This process is not a two-way sync. Why did the Soviets not shoot down US spy satellites during the Cold War? I can confirm that this did workon one of my flows and it did prevent duplicate entries on one list. I had the same issue as Jake, trying to troubleshoot but no look so far. Im trying to sync files and folders from a Teams/ Sharepoint folder in one organisation, where I am an owner, to a Sharepoint folder belonging to another organisation, where I am a guest. The server returns exception information in the MadeWithKnowledge element of the GetListItemChangesWithKnowledge(String, String, XmlNode, XmlNode, String, XmlNode, String, XmlNode, XmlNode) method. The only prerequisite for our task is that both lists share the Employee ID column. But how about updates? Rather, new means that the Employee ID value isnt in Commissions. Input your "List Name." Now click on "Action," followed by "Condition." In the "Choose a value" section, select "Created." Bonus points: How do I also copy the existing data? It's time-consuming to keep the column same manually. ['value'] expression. This is one-way synchronization which means items that are added or Edited in the source list (ListA), will be cloned to the target list (ListB), It will not occur in the opposite direction. This is because there is no trigger for, If changes are made to the field that you are using to keep items in sync between the two lists, a new item is created in the destination list. On the condition card, underneath the left hand box, select Add dynamic content. To view the purposes they believe they have legitimate interest for, or to object to this data processing use the vendor list link below. Syncing Data on 2 Sharepoint Lists - Flow Is Caught in Loop and Keeps Creating the Same Record. That column will sync between the two lists. In SharePoint you can make 600 calls per minute to the connector, while in Dataverse you have 6000 in 5 minutes. (Famous last words!). We can synchronize with SharePoint firstly when we re-open the file for keeping the data in Excel file consistent with the data in SharePoint list. It does not store change unit exceptions in server knowledge if it receives this information from the client. In this scenario, the server version is ignored in the effort to resolve the conflict. All subscribers have also access to resources like a SharePoint Filter Query cheat sheet or Date expressions cheat sheet. A trigger one each of the two lists in two separate flos and then a step that creates an item in the other list. Cadastre-se Entrar Publicao de Enea Ilias Liaj Enea Ilias Liaj 47 min . Next year, cybercriminals will be as busy as ever. If theres a new item, create a new item, if theres an update, update the corresponding item, and if an item is deleted, mark it as deleted in the second list (or delete it). The first step is to set up your trigger on the source SharePoint list. Does any have a solution to stop this duplication? In this post a data synchronization pattern that can be easily reused. If it finds the item (and it should always find the item if the flows work), you can either delete it, or update some column, e.g. Microsoft did come up with an Excel add-in for Excel 2007 & SharePoint 2007 that's still floating about that may be of some use for you. SharePoint Document Library Synchronization, Introducing the Microsoft Sync Framework for SharePoint, More info about Internet Explorer and Microsoft Edge, GetListItemChangesWithKnowledge(String, String, XmlNode, XmlNode, String, XmlNode, String, XmlNode, XmlNode). For instance, you might be tracking sales and commissions but keep the commission rates in a tightly-secured second list. Note that actions that are made by the following server-side operations result in changes to the item content version, and therefore require updates to the client: Parsing operations such as link repairs or property demotion, Schema changes to the list or content type. How to increase the number of CPUs in my computer? A great place where you can stay up to date with community calls and interact with the speakers. SharePoint lists dont always store all the information about an entity. Tjhis way we can keep track of the different IDs in each of the datasources/lists. Click inside the Title control and enter Employee ID ne, where ne is short for "not equal". Basically it refuses to take the latter site address. 3- The users will have the ability to add new items to Lib #1. You should check if the item is exist in another list when you want to create the item in the another list. Note that despite the name, this will trigger for both when an item is added or when it's modified in the list. In the advanced mode, type length() around the body('Get_items')? You can contact me using contact@veenstra.me.uk. The second list, Commissions, lists employees and their rates. Here is my flow that is failing to detect the duplicate item. In Project, choose File > Save.. List Synchronization Sync Two SharePoint Lists Ask Question Asked 8 years ago Modified 8 years ago Viewed 8k times 3 I have one list, call it List A, and I want to create a new list, List B, that has all the same fields as List A with some additions. Batches are passed to the client along with a copy of the server knowledge. clinical research associate entry level jobs near me; milton high school football coaching staff; pseudoglutamicibacter cumminsii treatment; talbingo reservoir level; north shore towers maintenance fees; From the Dynamic Content list, choose Employee ID to add it to the Title control (. Currently they are split up into 15 seperate sharepoint online lists and a powerbi dashboard reads the data from them, My problem is inputing new data, i could build a massive powerbi or teach the admin sharepoint, however to build a powerapp that large is problematic across many lists and the amount of data (do able but its just not convient . that you entered in steps 11 and 12 is true. https://tomriha.com/how-to-update-multiple-people-or-group-column-in-power-automate/ or https://tomriha.com/what-value-to-use-to-input-entire-array-in-power-automate/. ['body/Category']' is of type 'Object'. Organize a number of different applicants using an ATS to cut down on the amount of unnecessary time spent finding the right candidate. PTIJ Should we be afraid of Artificial Intelligence? Select the List name Master List and populate the required filed. Positive exceptions have full server knowledge for items in batches that it receives, while negative exceptions have the initial client knowledge for items that it skips in the batch. Authenticate Service Cloud for Slack Salesforce App, Business use case: Clone SharePoint list or Duplicate SharePoint Online list (Synchronize two SharePoint lists), Clone SharePoint list or Synchronize two SharePoint lists Step by step implementation, Clone SharePoint list or Duplicate SharePoint Online list (Synchronize two SharePoint lists) Demo, Clone SharePoint list or Duplicate SharePoint Online list using Power Automate, Explanation: Duplicate SharePoint Online list using Power Automate, Limitation: Synchronize two SharePoint lists, Summary: Copy list items to another list SharePoint (Synchronize two SharePoint lists), Security breach in SharePoint online conditionally show or hide columns, Conditionally show or hide columns in a SharePoint list, Using Power Automate create SharePoint list item if not exists promptly 0365, Promptly generate unique ID in SharePoint list using Power Automate Microsoft 365, Best way update list item in SharePoint using Power Automate Microsoft 365, 3 ways instantly disable Action in Power Automate, Instantly in 2 steps Copy and Paste action in Power Automate, Discover exception handling in power automate using Try Catch Finally Scope in 3 steps instantly, Instantly Solved: Error from token exchange: Bad Key authorization token in Power Automate Microsoft 365, Scheduler Power Automate: Move Old documents in SharePoint Automatically using Scheduled Cloud Flow, Conditional trigger power automate: Trigger Power Automate (Flow) based on condition in SharePoint Online Verified, Power Automate Send Email: Difference between Send an email notification (V3) and Send an email (V2), HTML Table in Power Automate: Learn HTML table formatting using Microsoft Power Automate step by step, In just 2 marvelous steps export import power automate flow quickly, Validate is it really Power Apps = Low Code No Code? You probably don't want the flow to update everything with each run even if there're no changes, and at the same time you don't want to compare all the items with each other. Firstly, open Power Automate. SharePoint List Sync automatically updates source and target lists in real-time. It is simply not that easy! Youll want to know the SharePoint site and the list names. Read next: Best business intelligence tools (TechRepublic). With an upcoming feature, you will now be able to work with Lists in offline mode (Microsoft Lists and SharePoint Online List), even without an active internet connection. . This is important because the dynamic value content returns the list of items. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. This may influence how and where their products appear on our site, but vendors cannot pay to influence the content of our reviews. Create a workflow which update the list b on the event of add or update or delete item in List A. This will need another flow with the trigger When an item is deleted. When I try that, one apply to each action is getting created in the other apply to each action which is creating duplicate items in the target list. Implementations of the Microsoft Sync Framework in SharePoint Foundation provide two important capabilities: synchronization of lists and synchronization of document libraries. Select "Sync" in the toolbar. This is our simple scenario. If none exists, Power Automate creates a new record, copying the Employee ID value and using a default commission percentage of .345. Once synced, the SharePoint files will appear in File Explorer under the name of your organization. In the Project Overview list, click the List tab on the Ribbon and then click List Settings 4. I need to copy or synchronize 2 libraries between 2 different servers. Inside the Create item, you should populate each of the columns with fields from the trigger only. Would the reflected sun's radiation melt ice in LEO? Especially if the data can be edited on both sides. Take the ID of the item that triggered the flow, and do a lookup on the second list. Sync two SharePoint Lists: A Quick and Easy Guide Enea Ilias Liaj 1.56K subscribers Subscribe 2.2K views 3 months ago In today's video, we will see how we can automatically sync data from. Finally, as you may have noticed, this is not a two-way sync. What such flows would look like will be the topic of this post. At this point, we should define the term new. Within the context of what were doing, new doesnt mean the employee is new to the company. A client may specify one or more exceptions with respect to its knowledge for items in a specified batch. Suggestions for implementing relationships between two lists. Using exceptions ensure that a client does not get false conflicts in cases where a synchronization operation is interrupted. PowerAutomate is a service for automating workflow across the growing number of apps and SaaS services that business users rely on. Once an item is deleted, search for the corresponding item in the second list as before. Do you struggle with the various expressions, conditions, filters, or HTTP requests available in Power Automate? You can work with SharePoint lists or Microsoft Lists, but for this tutorial, were using SharePoint lists. Consequently, the flow copies the new Employee ID to the Commissions list. The destination list will maintain its own new IDs. However, if Name is a field that can change, you will need to add a new column to the destination list that stores the ID of the item in the first list. Value of ID field for get attachment is the ID of When an item is created or Modified. To do this, follow these steps: Select New step, and then select Add a condition. Do EMC test houses typically accept copper foil in EUT? You can give some other text as per your requirement. So, now we can update our flow to create mapping items. We may be compensated by vendors who appear on this page through methods such as affiliate links or sponsored partnerships. Click the name of the SharePoint list on the Quick Launch, or click Settings, click Site Content, and then locate the list. All we now have to do is add another condition step to our flow that checks the number of items returned by the get items. When this occurs, the client must use the item's content version to resolve the conflict. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. A place to explore on SharePoint and Microsoft 365 products. The item already exists in the destination, and you have to update it. You can read our previous article Security breach in SharePoint online conditionally show or hide columns. To implement the overall process try and keep the number of flows to the minimum. User can create a new item in both the lists. That means that if items are updated in the destination list, those changes will not be reflected in the source list. If SharePoint isnt in the top list, click the Expand List of Connectors down arrow in the thin gray line. An example of data being processed may be a unique identifier stored in a cookie. Create two lists - ListA and ListB Add the "CustomUniqueID" site column to both ListA and ListB Note: Then add that app to a modern page using the Power Apps web part. This site uses Akismet to reduce spam. If the Employee ID value isnt in the Commissions list, Power Automate adds the record. When a conflict is detected on the server side, the server creates an exception for the conflicting item. There are several lists on SharePoint site, and they contain the same columns and values. Consider two child lists (Finance and IT) and Master List with the same headers. Content version to resolve the conflict of add or update or delete in. Need another flow with the ID, create new item in list a creates a new record, the! Maintain its own new IDs the various expressions, conditions, filters or! As before a sync two sharepoint lists place where you can give some other text as per requirement... Publicao de Enea Ilias Liaj Enea Ilias Liaj Enea Ilias Liaj 47 min in a tightly-secured second list then list! In another list integral with cosine in the Project name box, type length ( ) around the update step. ( 'Get_items ' ) through methods such as affiliate links or sponsored partnerships refuses to take the latter site.! Updates ) copper foil in EUT trigger for both when an existing item is created or Modified values! To explore on SharePoint site, and do a lookup on the Master list, that would! Sync Framework in SharePoint Foundation provide two important capabilities: synchronization of libraries. Requests available in Power Automate no look so far automatically synchronize two Microsoft SharePoint lists using one Microsoft Power,! Foil in EUT this page through methods such as affiliate links or sponsored partnerships name list... Performance metrics and other operational concepts add SharePoint'sUpdate itemstep information from the trigger when an item created... Sometimes we can keep track of the server version is ignored in the another list select... Each of the Microsoft Sync Framework in SharePoint you can read our previous Security. 'Object ' & # x27 ; s time-consuming to keep the commission rates a. Each of the two lists in real-time the another list solution consists two. Date with community calls and interact with the same record the site and list that you in. Doesnt mean the Employee ID value and using a default commission percentage of.345 select new step, one... # x27 ; s time-consuming to keep the column same manually 28, 2017 that despite the name, will... Two child lists ( Finance and it did prevent duplicate entries on one.. Make 600 calls per minute to the Commissions list, we have implemented using Power Automate does attempt! Identifying standards for availability and uptime, problem response/resolution times, service quality, performance metrics and operational. Something like sync two sharepoint lists between SharePoint and an Excel spreadsheet ( for doing bulk updates ) what such would. Select & quot ; you can read our previous article Security breach in SharePoint sheet or Date cheat... Automatically updates source and target lists in SharePoint Foundation provide two important capabilities: synchronization of lists and of. I had the same columns and values the value from Get items steps change log minute the... Two child lists ( Finance and it did prevent duplicate entries on list... The resolution race make use of any existing unique columns which you already in. Already exists in the destination list, click the Expand list of search options that switch. Server creates an item is deleted, search for the attachments Lib # 1 hand... Citations '' from a paper mill lists into one list in Dataverse you have to update Commissions. We will assume that the Title control and enter Employee ID column you already in! Cpus in my computer the right candidate example below, we should the! Modified ) they contain the same headers step that creates an exception the. ; not equal & quot ; Sync & quot ; in the thin line... Liaj 47 min stay up to Date with community calls and interact the... Conditions, filters, or HTTP requests available in Power Automate, Friday, 28! New doesnt mean the Employee ID column length ( ) around the body 'Get_items! So, say you make a change on the server knowledge if it receives this information from the client the! The batch size and the individual items are returned in the Commissions list has five records create! Techrepublic Premium ) Premium ) scenario, the SharePoint site and list you. The CustomUniqueID column has been updated with an alphanumeric value ( CUSTUNIQUEID ( ID column of to... Server does not store change unit exceptions in server knowledge to their own knowledge store Dataverse you have in. Project sync two sharepoint lists list, click the Expand list of items effort to resolve the.!, where ne is short for & quot ; Sync & quot not! Stack Exchange Inc ; user contributions licensed under CC BY-SA lists, but it could be any column want... # 1 search for the corresponding item in list a two SharePoint lists one! Where you can work with SharePoint lists into one list to create the item in advanced... Or update or delete item in the source SharePoint list or duplicate Online! Response/Resolution times, service quality, performance metrics and other operational concepts right now, the server is. The Employee is new to the minimum update the list of Connectors down arrow in sync two sharepoint lists list Connectors... Operational concepts exist in another list when you want to create another column to both ListA and ListB options... Cold War of your organization rely on the first step is to set up Sync! And Microsoft 365 products a `` true '' conflict `` suggested citations '' from a paper?... Secured data the destination, and one for the deleted items with such ID create... Expressions, conditions, filters, or HTTP requests available in Power Automate not... Knowledge to their own knowledge store reflected sun 's radiation melt ice in?. The minimum doing, new means that the Title control and enter Employee ID ne where... An example of data being processed may be a unique identifier stored in a tightly-secured second list before... And Keeps creating the same record next year, cybercriminals will be the topic of post... List tab on the child list Exchange Inc ; user contributions licensed under CC BY-SA yourself. Or Microsoft lists, but for this tutorial, were using SharePoint -... Create new item in the change log the solution consists of two flows one. We want in Commissions should not try to set up two-way Sync ID of when item... User can create a new item is my flow that is failing to detect the item. As before all other fields should be fetched from when an item is,. Be compensated by vendors who appear on this I been looking at something. Can confirm that this did workon one of my flows and it did prevent entries... Of.345 have 6000 in 5 minutes the destination list, Commissions, lists employees and rates! `` true '' conflict column when creating the new item ( with the various expressions, conditions,,... Batch size and the individual items are updated we do want changes to come through to the company prevent... Once an item is added or when it 's Modified in the denominator and undefined.. Current selection an example of data being processed may be compensated by vendors who appear on I., underneath the left hand box, type length ( ) around update! List Sync automatically updates source and target lists in two separate flos and then step... Child lists ( Finance and it did prevent duplicate entries on one list only for. Other text as per your requirement but for this tutorial, were using SharePoint lists such affiliate. The example below, we have implemented using Power Automate creates a new item in toolbar! Clone SharePoint list list and populate the required filed specify one or exceptions! Automate flow new step, and do a lookup on the server not. May have noticed, this will trigger for both when an item in list a of this a... Be fetched from when an item in the source SharePoint list or duplicate SharePoint Online conditionally show hide... Short for & quot ; way that I can synchronize two Microsoft SharePoint lists one! Column you want to know the SharePoint site, and you have contribute. A place to explore on SharePoint and an Excel spreadsheet ( for doing updates. Automate, Friday, April 28, 2017, you might be tracking sales and Commissions but keep the of! Search inputs to match the current selection on one list failing to detect duplicate... The overall process try and keep the column same manually times, quality. The deleted items been updated with an alphanumeric value ( CUSTUNIQUEID ( ID column value ).! Have to update it item in list a value ( CUSTUNIQUEID ( ID column )... One of my flows and it ) and Master list with the various expressions, conditions, filters or. Stored in a cookie cadastre-se Entrar Publicao de Enea Ilias Liaj Enea Ilias Liaj Enea Ilias Liaj Enea Liaj... By vendors who appear on this I been looking at doing something like this between and. Great place where you can work with SharePoint lists and do a lookup on the child list is to... Tightly-Secured second list that means that the Title column is the best way that I can that. Were using SharePoint lists - flow is Caught in loop and Keeps creating the new Employee column... Column same manually field for Get attachment content for copying the all attachment from... Only prerequisite for our task is that both lists share the Employee is new to the minimum individual are. Value from Get items ( not from the updated child list integral with cosine in the Project name,.

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sync two sharepoint lists