How do I set up my SharePoint Integration?

 

The SharePoint Integration allows you to share documents to and from your partner portal to your SharePoint.

The integration creates a 'myprosperity' area in SharePoint and within, a new folder is created for each client. Clients can be exported out of your Partner portal individually or via a bulk export.

All documents from your client's portal can then be exported to SharePoint and you have the ability to export folders or individual files from SharePoint to your client's portal.

The syncing of documents between both systems is a great way to share files and documents with your clients and also reduces the double handling of information.

Before you begin....

1. Ensure you have access to integrations setup in your Partner Portal.

2. Ensure you have your Microsoft Azure & SharePoint logins.

 

Permissions

The Sync between your Partner portal and SharePoint will be at a Firm Level.

There are 2 options for permissions that can be chosen for set up, only 1 is required.

 

To connect your SharePoint account to the Partner Portal

In SharePoint, you will need to get three pieces of information in order to set up the integration:

• Tenant Id
• Application (Client) ID
• SharePoint Base URL

Once the information has been obtained, you will complete the integration setup in your Partner Portal.

 

How to get the Tenant ID:

1. Login to Azure and navigate to 'Tenant Properties'.


2. Copy the Tenant ID




How to get the Application (Client) ID:

1. Create a new App registration. In Azure, click 'App Registrations'. 


2. Click '+New Registration'.



3. In the 'Name' field, type 'myprosperity', leave 'Accounts in this organizational directly only (myprosperity only-Single tenant)' selected and click 'Register'.

4. From the 'Overview' area, copy the Application (Client) ID.

To complete the Integration setup in SharePoint: 

1. You need to upload a certificate (link added below). Navigate to 'Certificates & Secrets'>'Certificates' and click 'Upload Certificate'.

Please use this link (Certificate) to download the certificate required for the setup.

2. Choose the certificate file, enter 'myprosperity' as the description and click 'Add'.



The certificate will now show in your 'Certificates' area.



3. You now need to grant permissions to the site. Navigate to 'API permissions'> 'Add a permission'>SharePoint.



4. There are 2 options for permissions that can be chosen for setup: Full permissions or Selected Site permissions, only 1 is required.

For full permissions:

Select 'Application permissions'>'Sites'> 'Sites.FullControl.All' and then 'User'>'User.ReadWrite.All'. Click 'Add Permissions'

You now need to navigate to the 'Delegated Permission' section and ensure you select 'AllSites.FullControl' . Click 'Add permissions'.

 

For Selected Site permissions:

Select 'Application permissions'>'Sites'> 'Sites.Selected'. Click 'Add Permissions'



Open a new Browser tab and paste in your own SharePoint site's base URL. 
Add the following extension to the end of the URL for your SharePoint site: /_layouts/15/appinv.aspx 

For Example:

This will navigate you to a SharePoint page as per the below image:

- App ID= click 'Lookup'

Then click 'Create'.


Once you click 'Create', the following window will appear. Click 'Trust it'.


5. Once Full or Selected Site Permissions have been set up, back in the App Registrations area under 'API Permissions', select 'Grant admin consent for myprosperity'.

 

6. A window will appear, to confirm granting access. Click 'Yes'.

 

7. Once access has been granted, your page should look like below.



To complete the SharePoint Integration setup in your Partner Portal:

1. Navigate to 'Configure'>'Integrations'>'Setup' from within the SharePoint tile. 

2. Fill in the information in the Setup screen (Tenant ID and Application (Client) ID) from the steps above.

Options to enable automatic document syncing can also be configured by marking the relevant checkboxes: 

Enable automatic import sync: If enabled, every 24 hours any files from Sharepoint not previously shared with the portal will be added to the “uploads” folder of the client portal. 

Enable automatic export sync: If enabled, every 24 hours any files from the client portal not previously shared with Sharepoint will be added to the client's Sharepoint folder. 

Notify clients: (Will only appear if "Enable automatic import sync" is turned on)
If enabled, will send the owner of the client portal a notification email to advise of the newly uploaded document. 

When done, click 'Connect'. If successful, a message will show 'Successfully connected to SharePoint'.

3. In your SharePoint, you should now have a 'myprosperity' section under your Documents area.



You have now setup the integration. 

 

Next Steps 

1. Export clients

2. Export documents to SharePoint

3. Import documents from SharePoint