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Connecting Microsoft SharePoint to Axiamatic

Connect SharePoint to enable agents to analyze files, resolve link metadata, and identify ownership gaps across integrated data sources

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Written by Axiamatic
Updated today

Connecting third-party applications enables Axiamatic to derive insights from your document and collaboration data. Here is a step-by-step guide to connect Microsoft SharePoint to Axiamatic, including the permissions you need to grant and their meanings.

Prerequisites

Required permissions: You must have either Enterprise Admin or Integrations Admin permissions in Axiamatic to access the Integrations page.

Step 1: Navigate to Integrations

  1. Log into your Axiamatic account

  2. From the main navigation menu, click Settings, click on Integrations

Step 2: Connect to SharePoint

  1. Locate the File Sync section on the Integrations page

  2. Find the SharePoint integration card

  3. Click the Connect button

You will now see a pop-up confirming the action. Click on Connect to proceed.

Step 3: Authenticate and Authorize

A Microsoft authentication window will open. What happens next depends on your current login status:

If you're already logged into Microsoft:

  1. Review the permissions that Axiamatic is requesting

  2. Provide justification - Enter a reason for accessing SharePoint (required by your organization)

    Some sample reasons could be

    1. Project analytics and reporting, or

    2. Data analysis purposes

  3. Click Request Approval to grant access

If you're not logged into Microsoft:

  1. Enter your Microsoft account credentials (email and password)

  2. Click Sign in

  3. Review the requested permissions

  4. Click Accept or Allow to grant access

Note: This authentication is handled securely by Microsoft. Your credentials are not stored by Axiamatic.

Step 4: Request Submitted

After providing justification and clicking Accept, you'll see a confirmation message:

"Your admin has been notified of your request to access this app. Once your admin reviews the request, you will be notified via email."

Next steps:

  • Your request is now pending admin approval

  • You'll receive an email notification once approved or denied

  • You can safely close this window and return to Axiamatic

  • The integration will be available once your admin approves the request

Note: Approval times vary by organization.

Once your admin approves the request, the SharePoint integration status will automatically update to Connected in your Integrations page.

To verify the connection:

  1. Return to the Integrations page

  2. Check that the SharePoint card shows Connected status

How Axiamatic Uses Your SharePoint Data

Read-only access only - Axiamatic cannot modify, delete, or create any data in your SharePoint account.

What Axiamatic accesses:

File Access (Critical)

  • Permission: files.read.all

  • What it does: Reads all files that you can access in SharePoint

  • Used for: Downloading SharePoint files and folders for analysis

Site Information (Critical)

  • Permission: sites.read.all

  • What it does: Reads items across all site collections

  • Used for: Resolving SharePoint links and fetching drive and folder IDs

User Information (Enhanced Features)

  • Permission: user.read.all

  • What it does: Reads user profile information

  • Used for: Attributing files and managing ownership assignments to users

Your data security: All permissions are delegated, meaning Axiamatic only accesses information you already have permission to view in SharePoint and never makes changes to your account.

For pricing information, demo requests, or assistance, contact us at [email protected]

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