Sharepoint

Integrating Sharepoint with Introist allows you to sync data from Excel files in Sharepoint.

Prerequisites

• You must have at least one Sharepoint Linked Account set up to Introist.

  • Go to Introist -> Settings -> Linked Account and click Add account.

  • Sign in using the account you are planning to use to access the file you want to connect

  • Accept the permissions

  • Your account is now listed in Sharepoint accounts

Connecting Sharepoint file to Introist

1. In Introist, navigate to Data → Data Sources.

2. Click Connect Data Source.

3. Select Sharepoint from the list.

4. Give a name for your connection. For example the name of the file.

5. Choose your Sharepoint account. This is the Linked Account you connected earlier.

6. Click Select a file from Sharepoint. This opens a popup window (make sure you allow the popup to open) requesting you to sign in to Microsoft. Optimally, sign in with the same account you linked to Introist. This opens up a Microsoft file selector where you can select the file you would like to connect. Click Select to close the window.

7. Write down the name of sheet you would like to use.

8. Finally, click Connect to save the Data Source.

It is possible to access the File selector with other account than the one selected as "Sharepoint account". If you do, make sure that the user of the "Sharepoint account" has access to the file you select.