# 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 even more integrations and automations around Sharepoint and other third-party applications.


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

# How to connect to SharePoint on Workato

# Register Workato app in SharePoint

  1. Login to https://portal.azure.com/ (opens new window)

  2. Select Azure Active Directory -> App Registrations -> New Application Registration Step 1

    Step 2

  3. Give a unique name for the application, select the Application type as Web, redirect URL as https://www.workato.com/oauth/callback, select an Account type, then select Register.

    Step 3

  4. If you have not added a Workato redirect URI in the previous step, select the Overview for the newly created app registration, click the link beside Redirect URIs.

    Step 4

  5. Under Redirect URIs, add a new URI: https://www.workato.com/oauth/callback (opens new window). Click Save.

    Step 5

  6. Click API Permissions on the left hand menu and then click Add a permission

    Step 6

  7. Select the SharePoint option.

    Step 7

  8. Select Delegated permission.

    Step 8

  9. Expand AllSites and select AllSites.Write then click Add permission.

    Step 9

  10. From the left hand menu, select Certificates & secrets, then click New client secret under Client secrets.

    Step 10

  11. Enter a description for the client secret and select the Expires value then click Add.

    Step 11

  12. Once the secret has been generated, click the Copy to clipboard icon and save the client secret somewhere secure.

    Step 12

  13. Click back to the Overview screen and copy the Application (client) ID value.

    Step 13

# Configure SharePoint connection in Workato

Once you have the client ID and client secret saved somewhere, you can now create a connection to your Sharepoint Online environment in ACC Connect.

  1. Login to Workato to create SharePoint connection. Go to App Connections tab -> Create a new connection -> select the Sharepoint Connector

    Step 14

  2. Enter the required fields. Use Application ID from Step 13 as Client ID and Client Secret from Step 12 as Client Secret

    Step 15

  3. Select Link your account to connect Sharepoint and enter username and password in pop-up window.

    Step 16

  4. Connection should be established in Workato as shown below

    Step 17

Last updated: 7/2/2021, 8:43:36 AM