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).
- 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.