How to integrate Affinity with Microsoft SharePoint

Integrate Affinity with Microsoft SharePoint by reaching out to support@affinity.co or your Affinity CSM and asking them to unlock this integration for your account. As always, you must be on the Premium or Enterprise Tiers and be an account admin (see Affinity Native Integrations).

Note: This is a uni-directional sync, meaning that it will only upload already-uploaded files from Affinity to a designated file on Microsoft Sharepoint, not the other way around.

1. Once you've done the above, click Settings on the left-side of your screen.
   
   
   
2. Click on the Integrations tab, then click on Microsoft SharePoint.
   
   
   
3. Jump to the relevant Microsoft SharePoint integration to learn more:
   1. Affinity Files to SharePoint Folders

Affinity Files to SharePoint Folders

For all list entries within a specific Affinity list, the files that have been uploaded to these list entries' profile pages will also sync to a specific folder in your Microsoft SharePoint account.

1. Within the Affinity Files to SharePoint Folders integration, click Select.
   
   
   
2. Click Configure new solution.
   
   
   
3. Select an existing authenticate or create a new authentication method if it's your first time.
   
   
   
4. If you need to create a new authentication, it will ask you to log into your Microsoft work account. After logging it, it will ask you to approve consent.
   
   
   
5. Select the Affinity list you'd like to sync from, then click Next. Ideally, you’d also want to have this list approved for auto-upload in your privacy settings, as we only sync files that are uploaded to Affinity, not those that are in the found in your email section.
   1. Note: Once set up, this integration will automatically backfill for already-uploaded files on Affinity profile pages and upload them to the designated SharePoint folder.
      
      
      
6. Next, get the name of your Root folder, and the Filepath where you would you like to have the files be uploaded to.
   
   
   
7. On the following screen, you would need to select the root folder, and enter your file path.
   1. In this example, we will select Project Affinity, Inc as the Root.
   2. The Sharepoint Filepath /Integration/People/ is case sensitive and requires the forward slashes in the beginning and end. The default is to the Documents folder, so there is no need to add "Documents" to the filepath.
   3. Finally, click Finish to complete the integration.