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 have Affinity API access and be an admin (see Affinity Native Integrations).
- Once you've done the above, click your Personal Avatar on the top-right corner of your screen, then click Affinity Settings.
- Click on the Integrations tab, then click on Microsoft SharePoint.
- Jump to the relevant Microsoft SharePoint integration to learn more:
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.
- Within the Affinity Files to SharePoint Folders integration, click Select.
- Click Configure new solution.
- Authenticate your Microsoft SharePoint account, then click Next.
- 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.
- Select the Root from Microsoft SharePoint account where these uploaded files will sync into (see example of a root in your Microsoft SharePoint account below).
Type in the intended Filepath. Make sure you put a forward slash "/" first, then include any spaces between words where necessary (see example of a filepath in your Microsoft SharePoint account below).
- Example of a root in your Microsoft SharePoint account
- Example of a filepath in your Microsoft SharePoint account
- Example of a root in your Microsoft SharePoint account
- Click Finish and you are all set! These files will start syncing into the selected folder in your Microsoft SharePoint account and will create separate folders for each list entry.