SharePoint

Overview

The SharePoint Integration connects IFS Loops to your SharePoint environment to ingest knowledge articles from your selected sites. It uses OAuth-based authentication via an Azure login, with automatic token persistence and the option to regenerate access at any time.

Best practices

• Permissions Required:

  • IFS Loops requires the following permissions while connecting SharePoint:

    • offline_access

    • https://graph.microsoft.com/Files.ReadWrite.All

    • https://graph.microsoft.com/Sites.ReadWrite.All

Setup instructions

Add SharePoint Integration in IFS Loops

1

Log in to the IFS Loops platform using your credentials.

2

Navigate to the Connectors section from the sidebar.

3

Click on the Add Integration button.

4

Choose SharePoint from the list.

5

Enter a unique Integration Name.

6

Click on the Next button.

7

Click on the Connect button.

8

An Azure login screen will appear. Log in and grant the required permissions.

9

On success, you will see a popup: "Integration Configured Successfully"

Configure SharePoint Sites in IFS Loops

1

Go to the Integration Configuration page.

2

Select the sites from the dropdown for which you want to pull knowledge articles.

3

Select Personal site if you want to fetch knowledge articles from personal storage as well.

4

Click on Update.

How to Use the SharePoint Integration in IFS Loops

Once the integration is added, follow the steps below.

1

Go to your SharePoint integration.

2

Navigate to the Jobs / Data Ingestion tab.

3

Select Ingress Type as Full Ingress.

4

Click on Start Ingress.

5

After a few minutes, check the job status to confirm it is successful.

Regenerate Token

1

Go to your SharePoint integration.

2

Click on the Edit button.

3

Navigate to the Authentication tab.

4

Click on the Regenerate Token button.

5

An Azure login screen will appear. Log in using your credentials.

6

On success, you will see a popup: "Integration updated successfully"