Microsoft SharePoint

Version:
2022.1
Last modified: May 31, 2022
Connection Type

Alteryx Tool. The latest version is available from the Alteryx Analytics Gallery.

Driver Details

For more information, see Microsoft portal.

Type of Support

Read & Write

Validated On

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

Alteryx Tools Used to Connect

As of SharePoint Files Output version 2.1.0, we deprecated SharePoint List Output as a standalone tool and we included the list reading functionality in SharePoint Files Output.

As of SharePoint Files Input version 2.0.1, we deprecated SharePoint List Input as a standalone tool and we included the list reading functionality in SharePoint Files Input.

Standard Workflow Processing

Link
SharepointFiles

SharePoint Files Input Tool

Link
SharepointFiles

SharePoint Files Output Tool

Link
SharePoint List Input Tool Icon

SharePoint List Input Tool

Link
SharePoint List Output Tool Icon

SharePoint List Output Tool

Authentication Configuration

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

For more information on how to build and manage an application using the Microsoft Azure cloud services, refer to the Azure documentation

  1. Navigate to  Microsoft Azure

  2. Sign in with your Microsoft Azure Active Directory account.  

  3. On the Home screen use Search, or go to the upper left corner menu to open the Azure Active Directory service. 

  4. Open App registrations in the left menu. 

  5. Select + New registration.

  6. Specify the Name of the app.  

  7. Choose desired account type – both Single tenant and Multitenant are allowed.  

  8. In the Redirect URI (optional) part

    1. For Sharepoint Files Input version 1.1.1 and earlier: Select Single-page application (SPA) from the dropdown menu and set the two URLs

    2. For SharePoint Files Input version 2.0.1 and later: Select Web-page application (WPA) from the dropdown menu and set the URL:

  9. Select Register.   
    The Application (client) ID is your Client ID
    The Directory (tenant) ID is your Tenant ID

  10. Go to Client credentials and add New client secret.
    Copy the Value as it won't be accessible again once you leave the page - this is your Client Secret.

  11. Go to API permissions to add these Delegated permissions - Microsoft Graph

    1. Files.ReadWrite.All

    2. offline_access

    3. openid

    4. User.Read

    5. Sites.Read.All

    6. email

    7. profile

    8. Files.Read.All

  12. For Sharepoint Files Input version 2.0.1 and later, add also these Delegated permissions - SharePoint:

    1. AllSites.Manage

    2. AllSites.Read

    3. AllSites.Write

    4. Sites.Search.All

  13. To use service principal (app-only authentication) proceed to Certificates & secrets and add New client secret. Copy the Value as it won't be accessible again once you leave the page – this is your Client Secret.
    In API permissions, add these Application permissions - Microsoft Graph:

    1. Files.Read.All

    2. Files.ReadWrite.All

    3. Sites.Read.All

Now you can use this app in your Alteryx SharePoint Files connector. To authenticate login, you will need your User NamePasswordClient 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.

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