Sharepoint Drive Connector
Use this Sharepoint Drive Connector to pull in files from a specified Drive in your Sharepoint Site.
This connector will pull in your Sharepoint files from your specified Drive as individual entities and automatically sync your Sharepoint data with Yext! Now you can search for your Sharepoint files and leverage your Sharepoint data as a source of truth.
Before you download the connector, ensure that you have linked your Microsoft Account to Yext by going to Content > Configuration > Linked Accounts > Microsoft. Ensure that Sites.ReadWrite.All and Files.ReadWrite.All are selected. You must also have the following features enabled for your account prior to download:
Spring ‘23 Sharepoint Native Source
Spring ‘23 File Field Type
External Permissioning
Authorized Search
Install the App:
Navigate to the App Directory in the Yext Platform and search for the “Sharepoint Connector”.
Click “Install”.
Click “Next” to allow the connector access to your Yext account.
Provide the required information:
Microsoft Linked Account: This is the ID of the linked account you added prior to download, found in the Yext platform under Configuration > Linked Accounts > Microsoft.
Site ID: This is the ID of the Sharepoint Site that contains the items you want to fetch. You can input a dummy value as you will retrieve it later. If you already know your Site ID, feel free to provide the input.
Drive ID: This is the ID of the Drive within your Site you want to pull files from. You can input a dummy value as you will retrieve it later. If you already know your Drive ID, feel free to provide the input.
- Click “Authorize”.
Finalize Connector Configuration:
You will be redirected to the Get Sharepoint Site ID connector. Select “Edit Configuration” and navigate to “Specify Selectors”.
You will be able to see all the Sites that you have access to along with their IDs. Under the "Cleaned Site ID" column, find and copy the ID of the Site you would like to pull files from.
Navigate back to the Connector home page and click into the Get Sharepoint Drive ID connector. Select “Edit Configuration” and navigate to “API Settings”.
In the Request URL, replace the dummy value of the Site ID you added with the real Site ID you copied from step 2. Navigate to "Specify Selectors" to view all of the Drive IDs within your specified Site. Copy the ID of the Drive you would like to pull files from.
Navigate back to the Connector home page and click into the Sharepoint Drive Connector. Select Edit Configuration then navigate to Settings.
Paste in your real Site and Drive IDs as the inputs.
Click Continue to bypass the rest of the connector configuration and then Save.
Run the Sharepoint Drive Connector to pull in the Sharepoint files. You’ll see a summary of the entities pulled in. Check out the new entities created in Yext Content!