Finally, click the SAVE button on the top right of the page to store your configuration. Your connection will then be verified automatically - you will see a green tick if everything is working.
Adding a SharePoint Connection
Authenticating a connection to SharePoint enables communication between the two platforms. This must be successfully added before Form Connectors (SharePoint List and Sharepoint Document) can push or Data Source Connectors can pull data.
Adding
The Connections area of the platform is where you can add connections for connectors. Navigate the side menu to Connected Data > Connections.
On the Connections page:
- Click the ADD CONNECTION button on the top right to bring up a list of connections.
- Click on the Sharepoint option to add the connection.
Authenticating
User Account Authentication
The simplest and recommended way of connecting your SharePoint site is by using your SharePoint user account credentials. We recommend creating a dedicated SharePoint user specifically for use by our platform, as you can then restrict access as needed and clearly see what changes our Connectors make to your site.
App-Only Principal Authentication
The App-Only principal authentication involves a more complicated setup process to get up and running. We only recommend this approach if your corporate policy does not permit providing user credentials.
Full Microsoft article on how to set up SharePoint App-Only authentication can be seen here:
To grant access using SharePoint App-Only authentication, you need to set up tenant permissions.
First, navigate to your SharePoint site (e.g., https://yourcompany.sharepoint.com), next open up the appregnew.aspx page
(e.g. https://yourcompany.sharepoint.com/_layouts/15/appregnew.aspx).
Once the page has loaded, click on the Generate button next to the Client Id and Client Secret text fields to generate valid client id and client secret credentials. Fill in the remaining required text fields as indicated in the screenshot below.
The client id and client secret need to be stored as you'll require them in the next step.
You need to grant permissions to the newly created principal. This can merely be done via the appinv.aspx page on your SharePoint administrator site which can be reached via:
https://yourcompany-admin.sharepoint.com/_layouts/15/appinv.aspx
Once the page has finished loading, add your client id in the App Id text field and click on the Lookup button to search for your newly created principal account.
Grant the required permissions in the App's Permissions Request XML text field as indicated below:
- <AppPermissionRequests AllowAppOnlyPolicy="true">
- <AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="FullControl" />
- </AppPermissionRequests>
Once you've created your app permissions request, SharePoint will provide you with a dialog indicating whether you trust YourCompanyApp. Click on the Trust It button to grant the permissions.
Once the above steps have been completed, you are now ready to fill in your client ID and client secret into your connection on our platform as indicated by the placeholders below, namely YourCompanyClientId and YourCompanyClientSecret.
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