How to enable SharePoint and OneDrive Delivery Connector

About this article

This article will explain how to set up the SharePoint Delivery Connector. The Delivery Connector module must be activated before you can connect to SharePoint as a Delivery Integrations. Configuration is only needed in Templafy.

Prerequisites

How to set up the SharePoint and OneDrive Delivery Connector in Templafy

1. In the Admin Center, access the Integrations section
2. Go to the Available tab
3. Find/Search for SharePoint or OneDrive
4. Click +
5. Add your Microsoft Entra tenant ID
6. Click Save

SharePoint and OneDrive Delivery Connectors share the same configuration options: 

Approve Templafy Graph Data Connector

The first time saving back to SharePoint or OneDrive, you will need to accept a permission request

1. Go to your web app "tenantid.templafy.com"
2. Start a template creation, either with "Documents", "Presentations" or "Spreadsheets"
3. Click any template for this step
4. Click Other actions
5. Click Save to SharePoint or Save to OneDrive
6. Click Authenticate
7. Click Accept in the new window that opens

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