How do I set up SharePoint integration?

Background

Microsoft SharePoint is part of the Microsoft Suite cloud storage solution. You may integrate SpeakUp data with your organisation's Sharepoint.

In order to do so, you will need to be administrator of both systems.

When integrated, the system will automatically export SpeakUp data once a day to the specified folder in your SharePoint environment. The data is exported in a single .xlsx file, with multiple tabs.

You can use this automatically updated export file to integrate the SpeakUp data with your own business intelligence tool (for example Power BI dashboard).

Who can do this?

• SpeakUp Administrator

• Microsoft Suite System administrator

How to set up your SharePoint Integration:

1. Notepad:

Open Notepad, or any other note taking software — You will use this to keep track of some information

You can copy the following points to your note taking software and fill them in as you go:

Display name:

Site ID:

SharePoint Url:

SharePoint Group:

Application (client) ID:

Secret Value:

Directory (tenant) ID:

Export Folder:

 

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2. Create the App Registration (Azure Portal)

1. Go to https://portal.azure.com

2. Navigate to Microsoft Entra ID → App registrations

3. Click + New registration

4. Enter a name (e.g., SpeakUp SharePoint Integration App)

5. Copy and paste the App name in the Notepad as Display name

6. Choose:

   • Supported account types: Accounts in this organizational directory only

   • Redirect URL: leave blank or use http://localhost if needed

7. Click Register

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3. Add Microsoft Graph Application Permission: Sites.Selected

1. In your app registration, go to API permissions → + Add a permission

2. Select:

   • Microsoft Graph

   • Application permissions

   • Search for and select: Sites.Selected

3. Click Add permissions

4. Back on the API permissions screen, click Grant admin consent for [Tenant]

This gives the app no access to SharePoint until you explicitly assign it to a site.

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4. Get the App's Client ID

1. Go to the app’s Overview
2. Application (client) ID: Copy the Application (client) ID and paste it in the Notepad
3. Directory (tenant) ID: Copy the Directory (tenant) ID and paste it in the Notepad

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5. Ensure you Are Site Collection Admin on the Target Site

You must be a Site Collection Administrator of the SharePoint site you want the app to access.

Example site:

https://xxxxxxx.sharepoint.com/sites/hr

Sharepoint URL: The 'xxxxxx' part can be copied in the Notepad as the 'SharePoint URL' 

Sharepoint group: The site (eg. 'hr') can be copied in the Notepad as 'SharePoint Group'

• Open the site in a browser

• In the top bar, go to ⚙️ → Site permissions → Advanced permission settings

• Make sure your user has Full Control

If not, your SharePoint admin can promote you.

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6. Open Microsoft Graph Explorer

1. Go to: Microsoft Graph Explorer

2. Sign in (right top) as the Site Collection Admin from the step 5

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7. Consent to Graph Explorer Permissions (One-time Only)

1. In Graph Explorer:

   • Set method to GET

   • Use this URL (change the {SharePoint Url} and the {group} as saved in your Notepad as Sharepoint URL & Sharepoint Group):

     https://graph.microsoft.com/v1.0/sites/{SharePointUrl}.sharepoint.com:/sites/{group} 

2. click Permissions (Modify permissions)

3. Search for and enable:

   • Sites.FullControl.All (Application or Delegated — Graph Explorer uses delegated)

4. Click Consent (you’ll need to do this with admin privileges)

Note: This is required only for assigning the permission.

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8. Get the Site ID

1. Run the query

1. • Site ID: Copy the value of the "id" field from the response and paste it in Notepad as the Site ID

     (e.g., xxxxxxx.sharepoint.com,GUID1,GUID2)

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9. Assign the App Access to the Site

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10. Create Secret Value

1. Go back to the Microsoft Entra ID App

2. Under Manage, find Certificates & secrets

3. Under Client Secrets, click [ + New client secret ]

4. Give it a description and set the expiration.

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11. SharePoint folder

Decide which folder within your SharePoint site the data exports should be uploaded to; if the folder does not yet exist, make sure to create it now

• • Example: In the site, go to Documents and create a folder named “SpeakUp Exports”.