Microsoft SharePoint

Type of Support: Read & Write
Validated On:

SharePoint List tools: 2007, 2010, 2013, 2016, Online

SharePoint Files tools: Online
Connection Type: Alteryx Tools
Driver Details: For more information, see Microsoft Portal.

Alteryx tools used to connect

SharePoint List Input Tool and SharePoint List Output Tool (Standard workflow processing)

SharePoint Files Input Tool and SharePoint Files Output Tool (Standard workflow processing)

Authentication Configuration

Before using the SharePoint Online tools, you need to register an application endpoint for external clients:

  1. Go to Microsoft Azure portal and make sure to log in the correct domain.
  2. Select App registrations - New registration.
  3. Type in a name for you app (Alteryx SharePoint Files Connector).
  4. Choose whether the app should be single-tenant or multi-tenant.
    • Single-tenant applications are available only in the tenant they were registered in, also known as their home tenant. You or your Azure Administrator can create single-tenant Azure applications and storage under your account which you will use during authentication in Designer.
    • Multi-tenant apps are available to users in both their home tenant and other tenants.
  5. The Redirect URI step is not required.
  6. Select Register.
  7. Note values in Application ID field (your "Client ID") and Directory ID field (your "Tenant ID").
  8. Go to Certificates & secrets and select New client secret.
  9. Type a name for the Secret and choose an expiration period for the Secret.
  10. Click Add to finish the Secret creation.
  11. Note generated Value (your "Client Secret").

    Once you leave the page you will never be able to obtain the Secret Value again, in such case you need to create a new one.

  12. Go to API permissions and select Add permission.
    • Select Microsoft Graph - Delegated permissions.
    • Type "Site" into the Select permissions field and expand the Sites menu.
    • Select Sites.ReadWrite.All.
    • Type "File" and expand the Files menu.
    • Select Files.ReadWrite.All.
  13. Select Add permissions. These three permissions should be assigned to the app:
    • Files.ReadWrite.All
    • Sites.ReadWrite.All
    • User.Read

Depending on your security policy you may need to get administrator's consent for your app.

Now you can use this app in your Alteryx SharePoint Files connector. To authenticate login, you will need your User Name, Password, Client ID, and Client Secret ID and Tenant ID provided with application registration.

For more information, visit Microsoft portal.

Additional Details

SharePoint stores all DateTime values as UTC. To correctly convert your system's DateTime values to and from UTC, do the following:

  • When writing to SharePoint, convert your system's timezone to UTC with the DateTimeToUTC() function.
  • When reading from SharePoint, convert from UTC to your system's timezone with the DateTimeToLocal() function.

Otherwise, use another DateTime Function to perform the calculation. For additional information, see Functions.