SharePoint
Needl.ai-SharePoint integration allows you to sync all your SharePoint website’s data into Needl.ai. Follow these steps to get started:
Video Tutorial
1. Link your SharePoint
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Navigate to the Connected Sources section on the left side of the app, and click on Add.
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Click on the connect CTA on the SharePoint source.
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A pop-up will open. Make sure you have read the Terms of Service and Privacy Policy before agreeing to them. Click on Get Started.
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You will be asked to authenticate with your SharePoint account (In case you are already signed in, your signed-in account will get linked).
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You will see all your SharePoint Website listed. Choose the ones you would like to sync from the list.
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You will see a success message once the integration is complete. SharePoint data from the linked account will start reflecting on Needl.ai .
2. Modify your integration
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On the Connected Apps page, hover over the SharePoint icon again. Click on Options.
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Click on Manage . You will see a list of all your SharePoint websites.
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Select/ deselect the ones you would like to sync into Needl.ai. Click on sync.
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Sites data from the selected Websites will start reflecting in your Needl.ai account within 4 hours
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On the Connected Apps page, hover over the SharePoint icon again. Click on Options.
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You can choose to Add new account or Delink the current integration from here.
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To add a new account, click on Add new account and follow the steps again. To Delink the existing account, click on Delink.
Unable to Connect SharePoint to Needl.ai?
If you encounter issues connecting SharePoint to
Needl.ai, follow these steps for resolution. Please note that the following instructions are specifically for workspace administrators.
For Members:
If you are a member of the workspace experiencing difficulties in connecting SharePoint, kindly reach out to your administrator. The administrator is required to activate the "admin consent approval requests" feature. Here's a step-by-step process:
For Workspace Admins:
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Activate the
"admin consent approval requests" feature in your Azure portal using Administrator login, as detailed
here.
Why should you do that?
This action enables your users to submit requests to the administrator for granting consent to 3rd party apps, such as the
Needl.ai application.)
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Once enabled, whenever consent is requested for the
Needl.ai app in the OAuth sign-in/consents page of Microsoft, the
Admin will receive an email notification for review.
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The Admin can grant consent by approving it. Subsequently, you can proceed with the OAuth sign-in for the 3rd party app (
Needl.ai app) with the requisite permissions.
How long does it take to stream data into Needl.ai?
To stream SharePoint data into Needl.ai, it usually takes around 45 mins to 1 hour.
Will I be able to import my previous files from my SharePoint sites into Needl.ai?
Yes, all files in your linked to the selected SharePoint sites will get synced into Needl.ai.
What happens if I delete my data on SharePoint sites that have already been streamed to Needl.ai?
Needl.ai only offers a one-way data stream. This means that data streamed into Needl.ai from another app or source will stay independent of the source, i.e., deleting files on SharePoint after they have been streamed to Needl.ai will not affect your data on Needl.ai.
Does deleting data from Needl.ai also delete them from SharePoint?
No, making changes to your data on Needl.ai will not have any effect on your original data source.
Can I edit my files on Needl.ai?
Needl.ai currently offers read-and-search only functionality. This means that you can stream and search data from SharePoint on Needl.ai but you will not be able to edit any data. However, you can click on the SharePoint icon and be redirected to that specific file in your SharePoint account.
Unable to connect to SharePoint with your email account?
If you are already logged in with your Outlook email account (abc@outlook.com) in Outlook, your SharePoint integration will be with the same outlook account (abc@outlook.com) in needl.ai.
If you want to connect your SharePoint with another email account (for example - abc@gmail.com) you will first have to log out of your outlook account (abc@gmail.com) from your browser.
