# SharePoint

SharePoint (opens new window) is a web-based collaboration, document management and storage system integrated with Microsoft Office.

Workato's SharePoint connector enables you to build integrations and automations around SharePoint and other third-party applications.

# API

The SharePoint connector uses the SharePoint REST API v1 (opens new window).

# How to connect to SharePoint on Workato

To connect SharePoint to Workato, you must have an Azure account. Workato supports two connection methods:

# Authorization code grant connection

This method requires the following fields: Subdomain Client ID (optional) Client Secret (optional)

# Register the Workato app in SharePoint

2

Select Microsoft Entra ID > App registrations > New registration, under Azure services.

3

Enter a unique name for the application and select a supported account type.

4

Select Web from the Select a platform drop-down.

5

Enter https://www.workato.com/oauth/callback as the Redirect URI and select Register.

6

Select API Permissions > Add a permission from the left-hand menu.

7

Select the SharePoint option, under Commonly used Microsoft APIs.

8

Select the Delegated permissions option.

9

Expand AllSites within the Select permissions options and select the AllSites.Write checkbox.

10

Select Certificates & secrets > New client secret from the left-hand menu.

11

Enter a description for the client secret and set an expiration date for the secret using the Expires drop-down.

12

Select Add to create the client secret.

13

Select the Copy to clipboard icon next to the Value after you create the secret. This is your Client Secret. Save the value in a secrets vault.

14

Navigate to Overview from the left-hand menu and copy the Application (client) ID value. This is your Client ID.

You can now configure your SharePoint connection in Workato, using the API permissions you set up in the Azure Portal.

# Client credentials grant connection

This method requires the following fields:

  • Subdomain
  • Tenant ID
  • Client ID
  • Certificate
  • Private Key

# Register the Workato application in SharePoint

2

Navigate to Microsoft Entra ID > Manage > App registrations > New registration.

3

Enter a unique name for the application and select a supported account type.

4

Select Web from the Select a platform drop-down.

5

Enter https://www.workato.com/oauth/callback as the Redirect URI and select Register.

6

Select API Permissions > Add a permission from the left-hand menu.

7

Choose SharePoint from the Commonly used Microsoft APIs.

8

Select the Delegated permissions option.

9

Expand AllSites in the Select permissions section and select the AllSites.Write checkbox. Ensure that admin consent is granted in the Status column.

10

Select Certificates & secrets > Certificates > Upload certificate from the left-hand menu.

11

Upload a certificate if you already have one. If not, you can generate the certificate locally using tools such as OpenSSL or PowerShell.

12

Select Overview from the left-hand menu and copy the Application (client) ID value. This is your Client ID. Also, copy the Directory (tenant) ID value. This is your Tenant ID.

You can now configure your SharePoint connection in Workato using these required values.


Last updated: 5/17/2024, 2:35:03 AM