Needl.ai-SharePoint integration allows you to sync all your SharePoint website’s data into Needl.ai. Follow these steps to get started:
Video Tutorial 📽
Link your SharePoint
- Navigate to the
Connected Sources
section on the left side of the app, and click onAdd
- Click on the connect CTA on the SharePoint source.
- A pop-up will open. Make sure you have read the Terms of Service and Privacy Policy before agreeing to them. Click on
Get Started
- You will be asked to authenticate with your SharePoint account (In case you are already signed in, your signed-in account will get linked)
- You will see all your SharePoint Website listed. Choose the ones you would like to
sync
from the list
- You will see a success message once the integration is complete. SharePoint data from the linked account will start reflecting on Needl.ai
2. Modify your integration
- On the
Connected Apps
page, hover over the SharePoint icon again. Click onOptions
- Click on
Manage
. You will see a list of all your SharePoint websites.
- Select/ deselect the ones you would like to
sync
into Needl.ai. Click onsync
- Sites data from the selected Websites will start reflecting in your Needl.ai account within 4 hours
- On the
Connected Apps
page, hover over the SharePoint icon again. Click onOptions
- You can choose to
Add new account
orDelink
the current integration from here. - To add a new account, click on
Add new account
and follow the steps again. To Delink the existing account, click onDelink
Unable to Connect SharePoint to Needl.ai?
If you encounter issues connecting SharePoint to Needl.ai, follow these steps for resolution. Please note that the following instructions are specifically for workspace administrators.
For Members:
If you are a member of the workspace experiencing difficulties in connecting SharePoint, kindly reach out to your administrator. The administrator is required to activate the "admin consent approval requests" feature. Here's a step-by-step process:
For Workspace Administrators:
- Activate the "admin consent approval requests" feature in your Azure portal using Administrator login, as detailed here. Why should you do that?
- Once enabled, whenever consent is requested for the Needl.ai app in the OAuth sign-in/consents page of Microsoft, the Admin will receive an email notification for review.
- The Admin can grant consent by approving it. Subsequently, you can proceed with the OAuth sign-in for the 3rd party app (Needl.ai app) with the requisite permissions.
This action enables your users to submit requests to the administrator for granting consent to 3rd party apps, such as the Needl.ai application.)
FAQs
To stream SharePoint data into Needl.ai, it usually takes around 45 mins to 1 hour.
Yes, all files in your linked to the selected SharePoint sites will get synced into Needl.ai.
No, making changes to your data on Needl.ai will not have any effect on your original data source.
If you are already logged in with your Outlook email account (abc@outlook.com) in Outlook, your SharePoint integration will be with the same outlook account (abc@outlook.com) in needl.ai.
If you want to connect your SharePoint with another email account (for example - abc@gmail.com) you will first have to log out of your outlook account (abc@gmail.com) from your browser.