How to integrate Affinity with Microsoft SharePoint

Integrate Affinity with Microsoft SharePoint by contacting your Affinity CSM  or email support@affinity.co asking us to unlock this integration for your account. You must be on the Premium or Enterprise Tiers (see Affinity Native Integrations).

Note: This is a uni-directional sync. It will only upload already-uploaded files from Affinity to a designated folder 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 their own auto-created folders within a designated folder in your Microsoft SharePoint account.

1. Within the Affinity Files to SharePoint Folders integration, click Select.
   
   
   
2. Click Configure new solution.
   
   
   
3. You will find a modal regarding Tray SharePoint (tray.io) asking for permissions. Click Accept to continue.
   
   
   
4. Select an existing authentication method or create a new one if it's your first time.
   
   
   
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.
      
      
      
8. Within the designated folder/filepath, an individual folder will be auto-created for each entity and contain their respective files based on the files that get uploaded to their Affinity profile pages.

Frequently Asked Questions

What are the scopes required to set up this integration?

• See the following screenshots below: