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Connections

SharePoint

Set up a SharePoint connection so the workspace's robots and agents can manage files and documents.

SharePoint

Connects a SharePoint site to the workspace. With it, robots and agents can upload, download, read and organise files and documents in your organisation's SharePoint.

Authentication​

Authentication goes through Microsoft's SSO. When you create the connection a sign-in window opens — sign in with an account that has access to the SharePoint you want and authorise the access.

Switching the authenticated account​

Open the connection and click Switch account. A new sign-in window opens so you can authenticate with another account.

Using it in the Designer​

For a robot to use this connection, add the SharePoint connection action to the flow. In the action's settings, pick the connection saved in the workspace. Later SharePoint actions (upload, download, read and the rest) use it automatically.