You connect Autodesk Forma and Microsoft SharePoint with an integration that copies files, versions and metadata from Forma projects into SharePoint libraries, or the other way, on a schedule. CDE Sync™ sets this up through a no-code wizard, maps Forma attributes to SharePoint columns and keeps folder structures aligned, so people outside the project team can work from current documents without a Forma seat.
Why Forma and SharePoint need to talk
Copying Autodesk Forma data into SharePoint is one of the most common requests Utopia Digital receives. Forma (formerly Autodesk Construction Cloud, and BIM 360 before that) is where design and construction teams manage drawings and models. SharePoint is where finance, commercial, operations and leadership keep their records and run their own processes.
Both groups need the same information. Without a connection, project staff export from Forma and upload into SharePoint by hand, which takes time, loses metadata and leaves SharePoint holding out-of-date copies. Going the other way, documents written in SharePoint have to be uploaded and tagged in Forma each time.
What carries across
CDE Sync™ moves files with their version history and metadata. Forma custom attributes map to SharePoint metadata columns, folder structures are preserved, and revision and status values are translated, including ISO 19650 naming fields. Every transfer is logged with the rule that triggered it, so you can show what reached SharePoint and when.
A connection can publish one way into a read-only SharePoint library, or run in both directions. It can also include several Forma projects or hubs feeding one SharePoint site.
How to connect Autodesk Forma and SharePoint, step by step
Agree the purpose and scope: which Forma projects and folders, and which audience in SharePoint.
Set up the SharePoint site and libraries, with metadata columns for the Forma attributes you want to keep.
Have the Forma account administrator add a service account to the relevant projects.
Arrange a SharePoint service account with access to the target site.
Connect both in the CDE Sync™ wizard, choose folders and libraries, and map attributes to columns.
Pick one-way or two-way sync and set the schedule.
Test with a single folder, check versions and metadata in SharePoint, then extend the scope.
Why the native options fall short
Autodesk provides ways to share and export files from Forma, and Microsoft provides ways to automate SharePoint. Neither keeps version history and project metadata intact across both platforms as an ongoing process. Teams that try to bridge the gap with scripts or Power Automate flows usually find they break when either API changes, and that they handle metadata poorly. Our article on why general integration tools fall short explains the common problems.
Common Forma to SharePoint patterns
Three patterns come up most often. The first publishes approved drawings and documents from each Forma project into a SharePoint site the wider business already uses, so commercial and operations staff see issued information without asking the project team. The second keeps a records copy of every Forma project in SharePoint under the organisation's own retention policy, which helps when a project closes and Forma licences are released. The third runs in both directions, so documents written in SharePoint, such as management plans and reports, are lodged in the correct Forma folder with their attributes completed. Many organisations start with the first and add the others once the business sees the value. The same wizard handles all three.
Security and control
CDE Sync™ streams files directly from Forma to SharePoint without storing them. Data is encrypted in transit and processed in the Azure region you choose. Permissions stay where they belong: Forma controls access in Forma, and SharePoint controls access in SharePoint. Utopia Digital holds SOC 2 Type II and Cyber Essentials, and the detail is on the Security Trust Portal.
Autodesk Forma, SharePoint and the Utopiaverse™
A Forma to SharePoint connection is one layer of the Utopiaverse™, Utopia Digital's connected record across every platform. CDE Sync™ keeps platforms aligned, CDE Backup™ keeps an independent copy in your own Azure, CDE Migrate™ handles hub and platform changes and CDE Archive™ captures completed projects. AI Insights then searches Forma and SharePoint content together. The Autodesk Forma and SharePoint integration pages have more, and How Do I Connect ProjectWise and SharePoint? covers a similar pattern.
Watch Forma and SharePoint connected in the monthly live demo, or talk to the team about your setup.
