sharepoint list template import guide

Generated: 2026-06-29

This is the manual fallback for creating RaveFocus Microsoft Lists while Graph/connector write access is blocked.

template folder

CSV templates are here:

outputs/sharepoint-list-templates

Index file:

outputs/sharepoint-list-templates/_template-index.csv

Browser-friendly import index:

outputs/sharepoint-manual-import-index.html

Template count:

32 list templates
1 index CSV

how to use

For each list:

1. Open Microsoft Lists or the RaveFocus SharePoint site.
2. Choose create new list.
3. Choose import/from CSV or from existing spreadsheet.
4. Upload the matching CSV template from outputs/sharepoint-list-templates.
5. Name the list exactly as the ListName value in _template-index.csv.
6. Keep the generated columns.
7. Remove the sample row only after confirming the columns exist.
8. Repeat for the required lists.

create these worker-facing lists first

These are required for the website form buttons:

task requests
proof submissions
approval requests
shift submissions
content scheduling
booking intake
edit request intake
raw asset intake
edited content handoffs
edit review + revisions
final export + delivery
analytics reports
client + creator follow-up
fan crm safe index
blocker + escalation log

then create the admin/support lists

approval matrix
content distribution log
content download queue
content upload log
content winners
edit pipeline
edits practice review
emoji key index
final content library
folder registry
guide reference index
pay review
performance log
raw content library
reels training hub
sales log
script library index

after lists are created

Run or manually prepare:

```powershell
powershell -NoProfile -ExecutionPolicy Bypass -File launch\setup-sharepoint-lists-and-folders.ps1 -CreateStorageFolders
```

If permissions are still blocked, manually create these folders in the SharePoint document library:

worker hub - proof intake
worker hub - content scheduling
worker hub - approvals
worker hub - lenslab handoffs
worker hub - lineup bookings
worker hub - echo safe crm index
worker hub - admin restricted review

Then update website form mappings if SharePoint generated different URL slugs:

sharepointListByFormId in app.js
outputs/sharepoint-list-setup-report.csv when available

safety

Do not import private records into these templates.

Do not include:

passwords
recovery codes
ID photos
billing/card/bank info
payout settings
private fan/customer records
private creator records
platform recovery details

Use owner-only private record required when sensitive proof exists outside the worker hub.