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How to Connect SharePoint to GetAccept Automation
How to Connect SharePoint to GetAccept Automation

Learn how to connect SharePoint to GetAccept Automation, covering setup, authentication, permissions, and troubleshooting tips.

Updated over a week ago

Introduction

This article describes how to connect to your SharePoint environment following an invite from GetAccept to our iPaaS service called GetAccept Automation.

GetAccept Automation is a powerful iPaaS service that connects you to over 500+ community connectors. To access the GetAccept Automation, you need a subscription and an invitation. Contact our sales department to learn more.

Requirements

Before you start connecting SharePoint to GetAccept Automation, ensure that you meet the following requirements:

  1. Active Microsoft 365 Subscription: The SharePoint connector is designed for SharePoint Online, part of Microsoft 365.

  2. Azure AD Application: You must have an Azure AD application registered in your Microsoft 365 tenant to enable the required API permissions.

  3. Administrator Access: Administrative access to both SharePoint and Azure Active Directory is required to set up the necessary permissions and authentication methods.

  4. API Permissions: Depending on the scope of your access, you’ll need to configure the appropriate API permissions, which can include either AllSites or Sites.Selected scopes.

Invitation and Basic Setup

Once you have been invited to GetAccept Automation, you will receive an email asking you to create your account. Follow the instructions to create the account and log in to the platform.

  • Important: After logging in, ensure you switch the workspace from "My Workspace" to your company workspace by clicking on your profile image in the top left corner and selecting the workspace that matches your organization's name.

  • If you encounter any issues with logging in or accessing your GetAccept Automation workspace, please contact your Customer Success Manager or our Customer Support team for assistance.

For a detailed guide on setting up your account and navigating your workspace, please refer to the full article: Getting Started with GetAccept Automation.

How to Connect to SharePoint

Authentication Options

There are two primary methods to authenticate and connect SharePoint with GetAccept Automation:

  1. Authorization Code Grant Method:

    • Permissions Required:

      • AllSites.Read: Allows the application to read data from all site collections within your SharePoint environment.

      • AllSites.Write: Enables write operations across all sites, including adding lists, rows, documents, and other tasks.

    • Use Case: This method is recommended for users who need comprehensive access across all SharePoint sites.

    • Setup Steps:

      1. Register your application in Azure AD and assign the AllSites.Read and AllSites.Write permissions.

      2. Obtain the client ID and secret from Azure AD.

      3. In GetAccept Automation, navigate to the SharePoint connector and select the Authorization Code Grant method.

      4. Enter your client ID, client secret, and other required details to authenticate.

    • Important Note: These permissions are the broadest and offer the most flexibility but may be considered too permissive for some organizations.

  2. Client Credentials with Sites.Selected Scope:

    • Permissions Required:

      • Sites.Selected: Allows you to specify which site collections the connector can access, offering more granular control.

    • Use Case: Ideal for organizations that want to limit access to specific SharePoint sites rather than granting access to all sites.

    • Setup Steps:

      1. Register your application in Azure AD and assign the Sites.Selected permission.

      2. Follow the instructions to set up a connection using the client credentials in GetAccept Automation.

      3. Specify the site collections that the connector should have access to.

    • Reference Video: For a detailed walkthrough on configuring Sites.Selected permissions, watch this YouTube video.

Troubleshooting

If you encounter issues during the setup or operation of your SharePoint connection, consider the following troubleshooting steps:

  • Invalid Credentials: Double-check your client ID and client secret. Ensure that they match exactly with what was generated in Azure AD.

  • Permission Errors: Confirm that the correct permissions (AllSites.Read, AllSites.Write, or Sites.Selected) have been assigned to your Azure AD application.

  • Access Issues: If you’re using the Sites.Selected scope, verify that the specific site collections have been properly specified in the Azure AD application.

  • Connection Timeouts: Ensure that your network allows communication with Microsoft 365 services. Also, verify that there are no firewall or proxy restrictions that might block access.

For further assistance, reach out to your GetAccept Customer Success Manager or our Support team.

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