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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 over 2 weeks ago

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.

Step 1: Navigate to Integrations

  1. Log in to your Axiamatic account

  2. From the main navigation menu, click Settings, and 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.

How to get Azure Tenant Id?

Follow these steps to retrieve the ID for a Microsoft Entra tenant in the Azure portal.

  1. Sign in to the Azure portal.

  2. Confirm that you are signed into the tenant for which you want to retrieve the ID. If not, switch directories so that you're working in the right tenant.

  3. Under the Azure services heading, select Microsoft Entra ID. If you don't see Microsoft Entra ID here, use the search box to find it.

  4. Find the Tenant ID in the Basic information section of the Overview screen.

  5. Copy the Tenant ID by selecting the Copy to clipboard icon shown next to it. You can paste this value into a text document or other location.

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. Justify - 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.

Step 5: Complete Integration After Approval

Once your admin approves the request and you receive the email notification:

  1. Return to Axiamatic and navigate back to the Integrations page

  2. Reconnect to SharePoint - Click the Connect button again on the SharePoint card

  3. Automatic authorization - Since your access is now approved, you'll be connected immediately without additional approval prompts


​Integration complete! Your SharePoint account is now connected and ready to use with Axiamatic.

To verify the connection:

  1. Return to the Integrations page

  2. Check that the SharePoint card shows Connected status

Troubleshooting

If admins are not receiving access requests or team members cannot submit requests, these Azure settings may need to be configured by your IT administrator.

Issue: Admin Not Receiving Requests

Admin Solution: Enable Admin Consent Requests

  1. Access Azure Portal:

    • Sign in to the Azure Portal (portal.azure.com) with admin credentials

  2. Configure Admin Consent Settings:

    • Go to Enterprise applications > Consent and permissions > Admin consent settings

    • Ensure "Users can request admin consent to apps they are unable to consent to" is set to Yes

    • Optional: Add specific reviewers below the toggle to designate who can approve these requests

Issue: Team Members Cannot Submit Consent Requests

Admin Solution: Configure User Consent Settings

  1. Access User Consent Settings:

    • From the same Consent and permissions section, click User consent settings

    • This option appears directly above Admin consent settings

  2. Select Appropriate Permission Level:

    • Choose one of the more permissive options at the bottom of the page

    • This allows people to either consent directly or submit requests for admin review
      ​

Admin Approval Process

While team members wait for approval, Azure administrators need to review and approve the access request through the Azure Portal.

For Azure Administrators:

Step 1: Access Azure Portal

Sign in to https://portal.azure.com/ with your admin credentials

Step 2: Navigate to Admin Consent Requests

  1. Go to Microsoft Entra ID

  2. Click Enterprise applications

  3. In the left navigation, click Admin consent requests (under Activity)

Step 3: Review and Approve Request

  1. Locate the Axiamatic application under My pending or All tabs

  2. Click on the application to open the review panel on the right

  3. Click Review permissions and consent

Approval complete! The requesting team member will receive an email notification and can go ahead with the integration.
​

Need additional guidance? For detailed information on the admin consent process, refer to Microsoft's comprehensive documentation: Review admin consent requests

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 sites you can access in SharePoint

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

User Information (Enhanced Features)

  • Permission: user.readbasic.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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