🎉 Unlock the full potential of your document management with our groundbreaking SharePoint integration! Seamlessly send attachments directly to SharePoint, eliminating the hassle of manual file transfers. Say goodbye to wasted time and hello to streamlined efficiency! 🚀
So, what's the next step? 🚀
Engage your IT expert! 💻 Their technical expertise is crucial for a smooth setup process.
Stay connected with the Enboarder support team! 📞📧 They're here to assist you every step of the way. Reach out to them for any further questions or assistance. 💪
Functional Requirements
Take full control of your file uploads! 💪 You have the power to define the folder path and site where the system will upload your files. Remember to customize these settings for each file to ensure seamless organization and easy access. 📂🌐
The site name is Enboarder-dev
The drive name is Document
The folder path is product/sales
High-level API flow
Using Microsoft Graph API
Register the app in the Azure AD directory. For detailed steps, please refer to the "App Registration" section.
Once the app is registered, configure the tile and add this information for the OAuth2 token.
The system will validate and save the token in the database.
Configure the webhook and provide the following details to upload the file to SharePoint:
Form field Name in Enboarder (Type: File Upload)
SharePoint Site Name
SharePoint Drive Name (default is Document)
SharePoint Folder Path
When the sequence is executed and the file is submitted by the user, the system will call SharePoint APIs to upload the file.
📝 Remember to follow these steps carefully to ensure smooth integration with SharePoint!
App Registration
To register the app in the Azure AD portal and grant the required permissions for the Graph API, follow these steps:
🔑 Log in to the Azure AD portal.
📝 Register the app with the following application permissions:
User.Read.All
Sites.ReadWrite.All
Files.ReadWrite.All
By completing these steps, users will ensure that the app has the necessary permissions to access and manage user information, sites, and files through the Graph API.
Requirements
Your organization must have an admin account in Microsoft Azure and all users are set up in the Microsoft Azure directory.
The admin user must set up an application for one or more tenants in https://portal.azure.com and register it to set up OAuth flow.
Login in the Azure portal. Go to Azure Active Directory → App registration → New Registration
The next step is to set up the following properties of this app:
1. Name - Enter a meaningful application name that will be displayed to users of the app. Ex- Enboarder-Integration
2. Supported account types - Select which accounts you would like your application to support based on requirements.
Accounts in this organizational directory only
Accounts in any organizational directory
Accounts in any organizational directory and personal Microsoft accounts
3. Redirect URI (optional) - Select the type of app - Web or Public client (mobile & desktop), and then enter the redirect URI (or reply URL) for the application.
Please select web as the app type
Put value https://auth.enboarder.com/oauth
The following permission should be enabled for Microsoft Graph API and the admin user should provide consent for the same.
Delegate and Application Permission
User.Read.All
Sites.ReadWrite.All
Files.ReadWrite.All
After the application is registered, please generate the client's secret
Make sure to jot down the following values and keep them accessible. These values will be needed during the integration setup in Enboarder.
tenantID
client_id
Client_credential
Token URL
SharePoint Tile setup
1. Log in to Enboarder then go to Settings → App & Integration → App Center
2. To initiate the integration setup, simply click on the Sharepoint tile (or search for it if it's not visible)
3. Click on the Add Integration button
4. Please enter the client ID, tenant ID, and secret key that you generated during the application registration in Azure AD. After entering the required information, click on the "Integrate Now" button to proceed.
5. You will then be redirected to the Microsoft site where you can enter your Microsoft Azure portal credentials.
Once the integration is successful, you will be redirected to the App Center, and you'll notice a green tick next to the SharePoint tile, indicating that it has been successfully integrated.
Webhook Set Up to Upload file
Upload file
To set up the webhook for file uploads, please follow the instructions below:
Copy the template below
Replace the tokens
Map the form file upload fields
The system will automatically check if the template is for SharePoint. If it is, the API will be converted to the SharePoint structure for seamless integration.
Authentication - Please select SHAREPOINT from the list
Method - POST
Payload - Please add payload as the below sample and make sure the keys are matching as per the mapping table below.
Note: The system can only send one file per webhook
On selecting Sharepoint, the system will show the below UI. Please select the below fields:
Site Name - the site where files need to be pushed
Drive Name - Drive within the site
Folder path - Path where files need to be copied within the drive. In the case of subfolders please separate them by a forward slash. Ex - parent/child
File - Select the file from Form which needs to send.
Note: Please make sure to mark the upload file as a mandatory field to ensure webhook does not fail at run time
Tag name | Purpose | Comments |
siteName | The name of site in share point |
|
driveName | Name of drive insight site |
|
folderPath | The path where files need to be copied |
|
file | File in form element which needs to be pushed | Please use the webhook function enb_func_file_link( for the form file upload field |
Upon successful configuration, the webhook will seamlessly upload the file to SharePoint.