SharePoint is a cloud-based platform that allows teams to create a document management system to store and collaborate on work within an organization. Excel workbooks can be published via Microsoft Sharepoint.

With the Sharepoint connector, Toric users can:

• Continuously access and ingest Excel files via the Microsoft Sharepoint connector.
• Create automations to ingest data on a schedule or source update.
• Create reusable data engineering flows and transform raw Sharepoint data into interactive visuals.
• Embed dashboards and reports within Sharepoint to provide access to stakeholders and teams outside of Toric.

Data Access

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Configuration guide

Setup time: 45 seconds

Requirements:

• Microsoft Subscription with Sharepoint
• Web Browser (Safari, Chrome, Edge, Firefox)

1. Navigate to the Connectors

To find connectors in Toric, you must be signed in to your account. On the left side panel of your Workflow, click on "Integrations".

‍2. Select the SharePoint Connector

Under the ‘Databases’ header, navigate to the SharePoint thumbnail and click on Setup Integration.

3. Click on Create a Connection

4. Fill in the required fields

For the OAuth Login, enter a Configuration Name and login to SharePoint using your credentials.

For the Service Account, enter the following fields:

1. Configuration Name
2. Tenant ID
3. Client ID
4. Client Secret

5. Click on Validate Configuration

Now that you have all Configuration details filled in, click on Validate Configuration.

If the information entered is valid, a Validation Successful message will appear.

- Invalid fields will be highlighted in red and a successful validation will show in green.

6. Click “Add Configuration” to finalize your configuration

Security and Permissions

See example below

Integration Capabilities Supported by the Connector

Toric ingests data from Sharepoint via APIs, and we currently support data access to three endpoints including Documents, Lists, and Forms. Users can ingest the following file types from Sharepoint into Toric:

• CSV
• XLS

Related articles

https://www.toric.com/support/configure-sharepoint-connector

Questions?

W‍e're very happy to help answer any questions you may have. Contact support here or send us an email at support@toric.com.