You connect Microsoft SharePoint and InEight with a CDE integration that moves documents and metadata between SharePoint libraries and the InEight environment, in one direction or both. CDE Sync™ links both platforms through dedicated accounts, maps SharePoint columns to InEight fields and logs every transfer, so business teams and project teams each keep working where they are most effective.
Why SharePoint and InEight need to share
InEight is common on major capital projects, where owners and principal contractors manage document control alongside cost, schedule and construction. SharePoint is where most organisations keep their business records, including contracts, procurement, commercial and corporate documents, and where many smaller partners and consultants work day to day.
Information constantly crosses between the two. Commercial teams need project documents in SharePoint for reporting and approvals. Project teams need documents prepared in SharePoint, such as procedures or vendor information, registered in InEight. Partners without InEight access deliver into SharePoint, and someone re-uploads their work. Every manual step adds delay and the chance of using the wrong version.
What carries across between SharePoint and InEight
CDE Sync™ synchronises documents with their version history and maps SharePoint columns to InEight fields. Document number, revision, status and discipline can be carried in both directions, and folder or library structures are mapped to suit each side. Every transfer is logged for audit and compliance.
The Microsoft SharePoint and InEight integration pages describe each connector, and CDE Sync for InEight covers InEight in more depth.
How to connect SharePoint and InEight, step by step
Agree which libraries and document types move between SharePoint and InEight, and in which direction.
Obtain InEight's numbering, mandatory fields and transmittal requirements from document control.
Confirm the SharePoint sites, libraries and columns with your Microsoft 365 administrator.
Arrange service accounts or app permissions for SharePoint and InEight.
Connect both platforms in the CDE Sync™ wizard and map columns to fields.
Run a pilot on one library and check documents and metadata on both sides.
Switch on the schedule and extend to further libraries as needed.
Giving partners a simple way to deliver
Not every partner on a major project will have an InEight licence or the training to use it. Smaller consultants and suppliers often work in SharePoint or Microsoft Teams. A SharePoint library connected to InEight gives them a simple place to deliver, with columns that capture the required metadata, while the owner receives correctly registered documents in InEight.
The same approach suits internal teams. Commercial and procurement staff can see the project documents they need in SharePoint without separate InEight access. Our article on connecting InEight to other CDEs covers multi-party set-ups in more detail.
Once running, the connection mostly needs attention when a document fails a mandatory field rule. Those cases are reported to a nominated person rather than lost, and the fix is made at the source so the next run succeeds. SharePoint column validation can also be used to catch missing values before a document is ever picked up, which keeps exceptions low.
A further benefit is reporting. Many organisations build their programme reporting on Microsoft 365, and documents arriving in SharePoint with consistent columns are far easier to report on than files saved by hand. Keeping SharePoint and InEight aligned means those reports reflect the same status the owner sees in InEight, which removes a common source of conflicting numbers in steering meetings.
Security and data residency
CDE Sync™ streams files directly between SharePoint and InEight without storing them, encrypts data in transit and processes it in the Azure region you choose. Utopia Digital holds SOC 2 Type II and Cyber Essentials. See the Security Trust Portal and the global data region map.
SharePoint, InEight and the Utopiaverse™
A SharePoint to InEight connection is part of the Utopiaverse™, the connected record Utopia Digital builds across your platforms. CDE Sync™ keeps both aligned, CDE Backup™ keeps an independent copy in your own Azure, CDE Migrate™ handles moves onto or off either platform, and CDE Archive™ captures the record at completion. AI Insights searches business and project content together, with answers that cite the source files. See also How Do I Connect ProjectWise and SharePoint? and How Do I Connect Autodesk Forma and SharePoint?
See SharePoint and InEight connected in the monthly live demo, or talk to the team about your programme.
