Configuring Sharepoint Online Accounts

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Overview

You must configure a SharePoint Online account to connect with SharePoint Online sites and document libraries using this snap pack.

Snap-Account Compatibility

Snaps in the SharePoint Online Snap Pack work with SharePoint Online account.

Configuring Sharepoint online Accounts

You can configure your Sharepoint accounts in SnapLogic using either the Designer or Manager.

Using SnapLogic Designer

Drag a SharePoint Online snap to the Canvas and click on it to open the settings. Click the Account tab. You can either use an existing account or create a new one.

Selecting an existing account

SnapLogic organizes and displays all accounts to which you have access, sorting them by account type and location. To select an existing account:

  1. Click the  icon to view the accounts to which you have access and select the account that you want to use. 

  2. Click .


Creating an account

  1. Click Add Account in the Account Reference dialog.

  2. Select the Location where you want to save this account, select the account type, and click ContinueThe Add Account dialog associated with the account type appears.

  3. Enter the required account details. For detailed guidance on how to provide information associated with each account type, use the following links:

    Enter additional information on this account in the Notes field of the Info tab. This will help you and other users understand the purpose of the account, especially if there are multiple accounts of the same type.

  4. Click Validate to verify the account, if the account type supports validation.

  5. Click Apply to complete configuring the Sharepoint online account.

Using SnapLogic Manager

Use Manager to create accounts without associating them immediately with Pipelines.

Accounts in SnapLogic are associated with projects. You can use accounts created in other projects only if you have at least Read access to them.

  1. In the left pane, browse to the project in which you want to create the account and click CreateAccount SharePointOnline, followed by the appropriate account type.



    The Create Account dialog associated with the selected account type appears. 

  2. Repeat the steps numbered 3 to 5 in the previous section.

Avoid updating account credentials while Pipelines using that account are executing. This may lead to unexpected results, including locking your account.


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