Integrating with Sharepoint

Prerequisites

Azure Setup Step 1: Register an Application in Azure

Drivetrain Setup Step 1: Connect your OneDrive Account Step 2: Import File to Drivetrain Step 3: Add more Files to Drivetrain

Prerequisites

• Admin privileges in Azure Portal

• Admin privileges in Drivetrain

• The table you want to import should start from the first cell (A1) on the sheet

• None of the column headers should be empty

• There should only be one table per file

• Only .XLSX and .CSV files are supported

Azure Setup

Step 1: Register an Application in Azure

1. Login to Azure Portal and search for "App Registrations" on the Azure home page.

1. Click on + New registration

1. Enter the name as "Drivetrain SharePoint Integration" and select Accounts in this organizational directory only as the supported account types and click Register

1. On the next page, note down the Application (client) ID and Directory (tenant) ID in a secure document, these will be needed to configure SharePoint in Drivetrain.

1. On the left navigation menu, under manage click on "Certificates & secrets" and click on + New client secret

2. Enter the description as "Drivetrain SharePoint App" and select maximum expiry date and click on Add

3. Note Value and Secret ID of the SharePoint application.

1. Navigate to API Permissions and click on + Add a Permission and select Microsoft Graph

2. Under Application Permissions, search files and select files.read and files.ReadWrite.all permissions

1. After selecting the Files permissions, search for Sites and select Sites.FullControl.All, Sites.Read.All, Sites.ReadWrite.All and click on Add permissions

1. Once you save the permissions, click on Grant admin consent to apply the permissions.

1. Click on + Add a permission and select SharePoint in Microsoft APIs list and under the Application Permissions, search for Sites

2. select Sites.FullControl.All, Sites.Read.All, Sites.ReadWrite.All and click on Add permissions

3. Once you save the permissions, click on Grant admin consent to apply the permissions for SharePoint.

4. Once you grant the permissions, please make sure you have all the permissions listed below

Drivetrain Setup

Step 1: Connect your OneDrive Account

1. Click on + button on top left corner

1. Select the OneDrive connector under Spreadsheets category

1. Review your data permissions and click Next and then select Read Only permissions.

1. On the pop-up, click Open Window, you will be redirected to the Microsoft login page.

2. If you're not signed into Microsoft, do that now, then select the account from which you want to import the data If you are already signed in, simply select the account from which you want to import the data.

1. Or select the account from which you want to upload the sheet if you are already signed in

1. After a successful login, you will be redirected back to Drivetrain Connected Integrations page which will ask you to paste the URL of the sheet you want to import

Step 2: Import File to Drivetrain

1. Open OneDrive and navigate to the file you want to import

2. Copy the URL of the file which needs to be imported

1. Paste your OneDrive File Link into the field provided and click Add

1. Please wait for some few mins until the sync is completed, the file you added will now show up in the list of tables on OneDrive connector

Step 3: Add more Files to Drivetrain

You can add more tables by using the Add data option as shown below

FAQ