Microsoft SharePoint
Type of Support: | Read & Write |
Validated On: |
SharePoint List tools: 2007, 2010, 2013, 2016, Online SharePoint Files tools: Online |
Connection Type: | Alteryx Tool. The latest version is available from the Alteryx Analytics Community. |
Driver Details: | For more information, see Microsoft Portal. |
Alteryx tools used to connect
Important
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.
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.
For more information on how to build and manage an application using the Microsoft Azure cloud services, refer to the Azure documentation.
- Go to Microsoft Azure portal.
- Sign in with your Microsoft Azure Active Directory account.
- On the Home screen use Search, or go to the upper left corner menu to open the Azure Active Directory service.
- Open App registrations in the left menu.
- Select + New registration.
- Specify the Name of the app.
- Choose the desired account type–both Single tenant and Multitenant are allowed.
- In the Redirect URI (optional) item:
- For Sharepoint Files Input version 1.1.1 and earlier: Select Single-page application (SPA) from the dropdown menu and set the 2 URLs:
https://cef.alteryx.com/designer/oauthcallback
https://login.live.com/oauth20_desktop.srf
For SharePoint Files Input version 2.0.1 and later: Select Web-page application (WPA) from the dropdown menu and set the URL:
http://localhost/
- For Sharepoint Files Input version 1.1.1 and earlier: Select Single-page application (SPA) from the dropdown menu and set the 2 URLs:
- Select Register.
The Application (client) ID is your Client ID.
The Directory (tenant) ID is your Tenant ID.
-
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.
-
Go to API permissions to add these Delegated permissions - Microsoft Graph;
-
Files.ReadWrite.All
-
offline_access
-
openid
-
User.Read
-
Sites.Read.All
-
email
-
profile
-
-
For Sharepoint Files Input version 2.0.1 and later, add also these Delegated permissions - SharePoint:
-
AllSites.Manage
-
AllSites.Read
-
AllSites.Write
-
Files.Read.All
-
Sites.Search.All
-
-
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:
-
Files.Read.All
-
Files.ReadWrite.All
-
Sites.Read.All
-
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.