SharePoint connection

To extract files from Microsoft SharePoint Online using Data Integration, you must register an application in Microsoft Azure and grant it the permissions required to access SharePoint.

Data Integration supports two authentication methods for the SharePoint connection:

• OAuth (Delegated): Quick setup when a SharePoint admin can log in personally and broader file access is acceptable. Covered on this page.
• App-Based (Service Principal): Enterprise setup where a personal admin login isn't acceptable, or access must be limited to specific SharePoint sites. Recommended for production integrations. See SharePoint App-Based authentication.

OAuth (Delegated)

When to use: Quick setup when a SharePoint admin can log in personally and broader file access is acceptable. Access is tied to the authorizing admin's account.

Prerequisites

• A Microsoft 365 account with SharePoint Online enabled.
• A user account with Global Administrator permissions in Microsoft Entra ID (required to grant admin consent).

Step 1: Registering an Azure app

1. Sign in to the Azure portal.
2. Navigate to Microsoft Entra ID > App registrations > New registration.
3. Enter a name for the app, for example, Boomi SharePoint Connector.
4. Set Supported account types to Single tenant.
5. Click Register.

Step 2: Copying your tenant ID

From the app's Overview page, copy the Directory (tenant) ID. You need this value when you create the connection in Data Integration.

Step 3: Granting API permissions

note

Only a Global Administrator account can complete this step and establish the SharePoint connection. Once a Global Administrator creates the connection, other users in the platform can use it.

1. Go to API Permissions > Add a permission.

2. Add the following permissions:

   Permission	Type	Description
   Files.Read.All	Application	Read files in all site collections
   offline_access	Delegated	Maintain access to data

3. Click Grant admin consent. A Global Administrator must approve this request.

Step 4: Creating the connection in Data Integration

1. Open the SharePoint connection form in Data Integration.
2. Assign a name to your connection.
3. Under Authentication Method, select OAuth (Delegated).
4. Enter your Tenant ID.
5. Click Connect with SharePoint. You are redirected to the Microsoft login page to complete OAuth authentication.
6. Click Test Connection.
7. Click Save.

Next steps

For App-Based (Service Principal) authentication instead, see SharePoint App-Based authentication.