Integrating with SharePoint

Prerequisites

Azure Setup Step 1: Register an Application in Azure

Drivetrain Setup Step 1: Connect your SharePoint Account Step 2: Import File 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. Go to your SharePoint account, and go to the home page of your site which stores files to be pulled into Drivetrain and get the URL of that site. For eg: your sample URL will be yourcompany.sharepoint.com/sites/YourSiteName

Please note that you have all the four details, as these will be needed to configure Sharepoint connector in Drivetrain:

1. Client ID

2. Client Secret (Value of SharePoint Application, generated in step 7 of SharePoint Setup)

3. Tenant ID

4. Site URL

Drivetrain Setup

Step 1: Connect your SharePoint Account

1. Click on + button on top left corner

1. Select the SharePoint connector under Spreadsheets category

2. Enter the details received in SharePoint Setup i.e. Client ID, Client Secret, Tenant ID and Site URL

1. Once your SharePoint connector is authenticated, you will be redirected back to Drivetrain Connected Integrations page.

2. To add files, click on ‘Add Data’ and enter the URL of the file you want to import.

Step 2: Import File to Drivetrain

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

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

Please copy the URL using the address bar (see below image) and not using the copy link option available in OneDrive

1. Paste your SharePoint 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 SharePoint connector

FAQ

Can I load/refresh data from a SharePoint File?

Yes, you can connect your Sharepoint Account to Drivetrain. It'll be synced (i.e, refreshed) with the changes at predefined intervals. Alternatively, you can also trigger a manual sync. Refer to the above guide for more details