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SharePoint Query authentication guide

This is a step-by-step guide to acquiring credentials for authorizing the SharePoint Query component for use in Matillion ETL.

Overview

  • The SharePoint Query connector uses OAuth for third-party authentication.
  • While connector properties may differ between cloud data warehouses, the authentication process remains the same.
  • Most third-party apps and services that connect to Microsoft data can be set up for use in Matillion ETL through the Microsoft Azure Portal using much of the same process.

Prerequisites

Begin by creating an OAuth entry in Matillion ETL, as described in Manage OAuth. You should then configure this OAuth entry using the SharePoint credentials, obtained as described below.

Follow the steps in Acquiring Azure credentials to access the Azure portal and create credentials. Then continue as per the instructions below.

Configure SharePoint API

  1. In the Request API permissions panel, click SharePoint in the list of Microsoft APIs.
  2. The SharePoint panel then opens. You can select either Delegated permissions or Application permissions here. Expand the lists and select permissions as required, then click Add permissions.
  3. Next, navigate to the Office 365 Home page, passing your login credentials if requested. Click the SharePoint tile to open your SharePoint dashboard. You can use the Search bar at the top of the page if the SharePoint tile is not immediately visible. The page's URL contains your SharePoint account URL and is required in authorizing for use in Matillion ETL. Copy the URL up to and including sharepoint.com, for example: https://companyname.sharepoint.com.
  4. Now return to the Manage OAuth dialog in Matillion ETL to complete the OAuth configuration.