How do you benefit from Wrike SharePoint Integration 

SharePoint is used by over 190 million users as of 17 July 2024.  

They have 200,000 customer organizations and have a whopping 200 million monthly active users. 

Wrike, however, is used by over 2.4 million people and almost 20,000 companies in over 140 countries. 

SharePoint is a document management tool that provides a wide range of collaboration opportunities. It offers an advanced platform that can be used by every business sector. Creating websites, managing content, and sharing information is much easier with SharePoint.  

Wrike is a project management and collaboration tool. 

But Wrike has some drawbacks which can be easily mitigated by integrating it with SharePoint. 

1. Wrike lacks advanced document management features which can be mitigated by using SharePoint. 
2. For extensive customization, SharePoint is better than Wrike. 
3. Scalability provisions are better with SharePoint than Wrike. 
4. SharePoint can be a more cost-effective tool than Wrike.  

As a Microsoft Gold Partner, we can vouch for SharePoint’s extended utilities and abilities. 

What else is different between Wrike and SharePoint is given below for you to understand how this integration can work in your favor. 

Distinctive SharePoint Features for Making SharePoint the number one choice 

Some of its distinctive features that have supported and bridged every sector’s needs are: 

• Decreases IT Load

1. With SharePoint, on-premises server maintenance and software updates are no longer necessary. 
2. Microsoft is responsible for overseeing backend infrastructure. 
3. They also help maintain the latest security and performance versions. 

Benefit: No dedicated staff is needed for this purpose. 

• Elasticity and Scalability

1. SharePoint has adaptation capabilities depending on your organization’s changing needs. 
2. It can expand storage as per your needs. 
3. User capacity can also be widened. 

Benefit: Businesses of all shapes and sizes can fit in with it. 

• Intact Latest updates  
  

1. Users will always be able to access the latest features. 
2. Continuous updates happen with Microsoft. 

Benefit: No manual overviewing is required in this case. 

• Better collaboration abilities

1. Easy document sharing with options to upload and share files. 
2. With the platform’s help, real-time co-authoring is possible. 
3. Drag and drop files to your document library. 
4. It enables broader organizational level communications. 

Benefit: You can better handle your work, which means increased productivity. 

• Workflow automation

From creating simpler notifications to generating approvals for complicated business processes, it can automate workflow instantaneously. 

Benefits: It reduces manual workload, minimizes errors, and increases task consistency. 

• Interactive apps and webparts 

With SharePoint, adding different web parts and apps to sites becomes easier. 

It helps increase the site’s functionality. 

With it, you can add task lists, calendars, custom applications, and document libraries. 

Benefit: It entails a more organized and productive work environment for employees. 

• Data protection & Compliance

Advanced data protection is possible with SharePoint. 

It complies with various national and international, regional, and industry-specific standards like GDPR, HIPAA, and ISO 27001. 

Those handling secure data, sensitive information, and legal fractions require proper data protection. 

Benefits:  

• You can customize security settings as per your organizational need. 

• It provides a layer of protection from phishing and malware. 

• Secure sharing abilities are a strength of SharePoint (controlling what outsiders see and access from your documents- link expiration, password protection for shared links, and view-only access options are some of them). 

• Information Rights Management 

Further securing sensitive documents is possible by restricting user access. 

Benefits: With IRM, it prevents printing, copying, and editing of documents. 

• Customization Options

Handle customization options like aesthetic changes (site themes) to functional changes (customized web parts, workflows, applications) better. 

Benefits: Streamline features and only those you will need the most for your business. 

• Diverse Businesses Need Support

Support different organizational functions by customizing your feature options better. 

Benefits: You can better manage documents, collaborate far more efficiently, create suitable intranet sites, and tackle business intelligence more effectively. 

• API Access

Robust API solutions are available for creating unique apps, automating workflows, and extending organizational functionalities. 

With so much to do, it is always something that every organization should consider having for handling the future better. 

After knowing about the drawbacks of Wrike, differences between Wrike and SharePoint and learning more about the SharePoint and Wrike features, we will try to better understand how migrating from Wrike to SharePoint could create a lot of feasibilities and flexibilities for your business. 

Why should you migrate Wrike to SharePoint? 

Obviously, what you can do with SharePoint is what makes it an indispensable tool. 

• Advanced Backup Protection option 

With SharePoint alone, you can have an append-only backup storage facility. 

You can only add blobs and make no changes to old content unless it is permanently removed. 

While Wrike has extensive data protection ability, which is not as advanced as SharePoint. 

Advantage: It protects against overwriting documents. 

• Single document management

With Wrike, whenever an updated version of a document is uploaded, it will replace the outdated version. 

Wrike also houses the old versions. 

But SharePoint saves the newest version of the document in the library no sooner than it is updated, thereby ensuring that there is always a single copy of it. 

Advantage: Integrating SharePoint with Wrike will help maintain just one active version for every document. 

• Improved Internal Content Management 

Only by implementing the Attach from SharePoint tab can users be directed to the document’s SharePoint location easily. 

With this integration, browsing files as per groups, sites, folders, and files becomes more convenient. 

If on Wrike’s interface, you will no longer need to leave it. 

Advantage: With this integration, manually locating SharePoint folders is not required as it gets automated. 

• Data Protection

Wrike will offer improved data protection. 

It allows data encryption, role-based access, two-factor authentication, customizing user types, and an intrusion-detection facility. 

It also has a global server presence and allows privacy and security certifications like ISO/IEC 27001:2013. 

SharePoint offers data encryption, user authentication, access control, external sharing management, and customer lockbox facilities. 

You can also use it for maintaining compliance and preventing unnecessary data loss. 

Advantages: Stringent data protection requirements come in handy with SharePoint, and organizations can benefit from DLP and customer Lockbox features. 

Knowing how Wrike’s integration with SharePoint can benefit your company’s overall performance, it is best to integrate both together. But what would you need to integrate Wrike with SharePoint? 

• Centralized Document Management 

Tagging up SharePoint files and folders to Wrike tasks and projects becomes easier. 

Next, we move on to understand what you need for making this integration possible. 

What do you need for Wrike to SharePoint Integration? 

You will need a few essentials for integrating Wrike with SharePoint. 

• Wrike Account 

Have appropriate access to manage Wrike files and projects. 

• SharePoint Account 

An active SharePoint account can help you access the right files, sites, and folders. 

• Admin Permits 

During integration, accurate admin settings are necessary.  

Enterprise admins can restrict access during integration. 

• Accurate Credentials 

To integrate, your company must provide the right credentials for authenticating and establishing the connection. 

A brief about the Wrike SharePoint integration process is given below for your understanding. Even though it takes much more than it takes to write about the integration process between both these platforms, it can still help you understand a bit about it. 

Wrike SharePoint Integration Process 

In this integration process, here are a few steps we need to take. 

• Setup your connection direction

Decide if you want to synchronize contents both ways or in a single way. 

This step will help in determining the data flow direction. 

• Configure Data Source 

Choose Wrike as your data source. 

Use your Wrike credentials and authorize suitable access for data configuration. 

• Attempt Target Configuration

Select Microsoft SharePoint as your target. 

• Map Data 

Map Wrike and SharePoint fields.  

Specify which fields in SharePoint correspond to which field in Wrike. 

• Run the connection 

Run the connection and sync data and monitor initial syncing to ensure the process is going smoothly. 

Though it just seems like 5 easy steps, it is not that easy to complete these steps successfully without facing any challenges. 

Challenges of Wrike to SharePoint Integration 

Several Wrike to SharePoint integration challenges include; 

• Right permission and access control

Providing the right permissions between Wrike and SharePoint is necessary for optimal integration. 

Misconfigured permissions cause access issues, and users do not see the files they need. 

• Account Configuration 

Integration errors can happen when the Wrike and SharePoint account configuration is not done appropriately. 

• File Syncing Issues 

File syncing is possible when linking documents from SharePoint, and Wrike is straightforward. 

• Setup complications 

Verifying registration details and setting up different environments is important. 

Integration of any two platforms requires a fair understanding of both platforms. 

• Reliability and Performance Issues 

Depending on the data volume and the user numbers, integration might have performance issues like slow syncing or occasional downtimes. 

The next step is migration of Wrike to SharePoint. 

Migration of Wrike to SharePoint 

The migration process from Wrike to SharePoint will have a few essential steps. 

• Step 1: Preparatory Phase

Data Assessment: We will need to identify data and projects that need to be migrated. 

Permissions: Necessary permissions between Wrike and SharePoint are ensured. 

• Step 2: Exporting Data from Wrike

Project and Task Export: Using Wrike’s export functionality, download projects and tasks in formats like Excel or CSV. 

Export Attachments: Download attachments or files associated with Wrike tasks. 

• Step 3: Importing data from SharePoint

Create SharePoint Structure: Set up a SharePoint site and create essential lists, libraries, and folders to mirror your Wrike structure. 

Import data from Wrike to SharePoint: Using SharePoint, import tools and third-party tools.  

• Step 4: Automation and Integration 

Automated Processes: Set up workflow and automation in SharePoint. Replicate automated processes from Wrike. 

Automate Test Integration: Ensure all data is migrating correctly from Wrike to SharePoint. Also, ensure integrations happen appropriately and are functioning as expected. 

• Step 5: Training and Support

User Training: Integrate training for your teams on how to use SharePoint effectively. 

Ongoing Support: opt for a support system for addressing all necessary issues. 

Challenges of migrating Wrike to SharePoint 

When migrating from Write to SharePoint, there are a few migration challenges organizations need to overcome. 

• Data mapping and structure 

Wrike and SharePoint have different data structures.  

Thus, aligning these two together will include mapping tasks, projects, and attachments, and organizing data in SharePoint correctly can be challenging. 

Due to different data structures, aligning both can be a challenge during the migration process. 

• Permission and Access Control-related challenges

Permission management needs correct users. 

Having the correct access levels in SharePoint can be troublesome if permissions are complicated in Wrike. 

• Data loss and integrity

Data loss is always a risk, and corruption during migration is very much a challenge. Ensuring accurate and better data transfer without losing metadata or attachments is a challenge to mitigate. It requires a skilled team and lots of experience to tackle such challenges. 

• Integrating with other tools 

Configuration of Wrike with SharePoint also means reconfiguring or replacing different tools integrated with Wrike into SharePoint. 

It will make the configuration process more complex. 

• Handling Performance Issues 

Based on the data volume, the migration process can be slow and can impact Wrike’s and SharePoint’s performance during the migration process. 

• Automation challenges

Custom workflows and automation in Wrike must be recreated in SharePoint. It will make the process lengthy and will require immense technical expertise and the right knowledge. 

Why Choose Evolvous? 

• Evolvous is one of the very few platforms with a retention rate of 95%. 

• Our policies are transparent and client friendly. 

• We are future oriented and believe in moving forward each day. 

• Technical expertise is our forte. 

Our team is evolving as per the needs of our client, and that is happening every single day. 

At the end of the day, we love weaving great stories worth recounting and being with people we can add value to. 

If you want to migrate from Wrike to SharePoint, contact us here. 

If you want to know more about it, contact us right now.