SharePoint List & Attachment

Prerequisites

Before connecting, you'll need:

1. SharePoint List URL -- The full URL of your SharePoint list

• Example: https://yourcompany.sharepoint.com/sites/MySite/Lists/MyList
• You can copy this from your browser's address bar when viewing the list in SharePoint

2. Azure AD App Registration (for App-Only method) -- Your IT/Azure admin can provide:

• Tenant ID -- Your Microsoft 365 tenant identifier (GUID format)
• Client ID -- The Application (client) ID from Azure AD App Registration
• Client Secret -- Required only when Include List Attachments is unchecked

Connection Methods

There are two ways to connect your SharePoint List:

Method 1: App-Only Authentication (Recommended for automated/service access)

Use this when you have Azure AD App Registration credentials (Tenant ID, Client ID).

Steps:

1. Select SharePoint List as the provider
2. Fill in the form:
   

   Field	Required	Description
   SharePoint List URL	Yes	Full URL of your SharePoint list
   Tenant ID	Yes	Your Microsoft 365 tenant ID
   Client ID	Yes	Azure AD App Registration client ID
   Include List Attachments	Optional	Check this to include file attachments from list items
   Client Secret	Conditional	Required when Include List Attachments is unchecked

3. Click Connect
4. The System Validates your credentials and connects to SharePoint.
5. Your list is automatically detected and the connection is complete.

Important notes on "Include List Attachments":

• Checked (Attachments ON): The system connects via SharePoint REST API using certificate-based authentication. This allows fetching file attachments attached to list items. You do not need to provide a Client Secret.
• Unchecked (Attachments OFF): The system connects via Microsoft Graph API using Client Secret. This is faster for lists without attachments. You must provide a Client Secret.

Method 2: OAuth Authentication (Sign in with Microsoft)

Use this when you don't have App Registration credentials and want to connect using your personal Microsoft account.Steps: 

1. Select SharePoint List as the provider
2. Fill in the form:
   

   Field	Required	Description
   SharePoint List URL	Yes	Full URL of your SharePoint list

3. Leave Tenant ID, Client ID, and Client Secret empty
4. Click Connect
5. A Microsoft sign-in popup appears --sign in with your Microsoft 356 account
6. Grant the requested permissions.
7. Your list is automatically detected and the connection is complete

Note: OAuth tokens expire periodically. The system automatically refreshes them, but if your organization has strict token policies, the connection may need to be re-authenticated occasionally.

How to Find Your SharePoint List URL

1. Open your SharePoint site in a browser
2. Navigate to the list you want to connect
3. Copy the URL from the browser address bar
4. The URL should look like: https://yourcompany.sharepoint.com/sites/SiteName/Lists/ListName

> Tip: Make sure the URL includes the full path up to the list name. URLs ending in /AllItems.aspx or with query parameters should be trimmed to just the list path. 

Important notes on "Include List Attachments":

• Checked (Attachments ON): The system connects via SharePoint REST API using certificate-based authentication. This allows fetching file attachments attached to list items. You do not need to provide a Client Secret. However, you must upload the certificate (provided by us) to your Azure AD App Registration. Contact your account representative to obtain the certificate file, then upload it under Certificates & secrets > Certificates in your Azure AD App Registration.
• Unchecked (Attachments OFF): The system connects via Microsoft Graph API using Client Secret. This is faster for lists without attachments. You must provide a Client Secret.

When to Use Which Method?

What Gets Synced?

Troubleshooting