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.

API

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

   

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.

   

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.

   

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

   

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

   

7. Select the SharePoint option.

   

8. Select Delegated permission.

   

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

   

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

    

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

    

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

    

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

    

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.

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

    

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

    

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

    

17. Connection should be established in Workato as shown below