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. Complete the steps on this page once per Azure tenant.

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
   Sites.Selected	Application	Access specific named SharePoint sites

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

Step 4: Generating a client secret (App-Based authentication only)

note

Only required if you're using App-Based (Service Principal) authentication. Skip this step if you're using OAuth (Delegated).

1. In your app registration, go to Certificates & secrets > New client secret.
2. Enter a description and set an expiry period.
3. Click Add.
4. Copy the Value immediately. It will not be displayed again.

Also copy your Client ID from the app's Overview page (listed as Application (client) ID). You need both values when you create the connection.

Step 5: Creating the connection in Data Integration

1. Navigate to the Data Integration Console.
2. Click Connections and select + New Connection.
3. Choose SharePoint.
4. Assign a name to your connection.
5. Under Authentication Method, select your authentication method.

Option A: OAuth (Delegated)

1. Enter your Tenant ID.
2. Click Connect with SharePoint. You are redirected to the Microsoft login page to complete OAuth authentication.
3. Click Test Connection.
4. Click Save.

Option B: App-Based (Service Principal)

1. Enter your Tenant ID, Client ID, and Client Secret.
2. Click Test Connection.
3. Click Save.