How to enable SharePoint and OneDrive Delivery Connector

This article explains 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.

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.

Templafy requests the following delegated permissions:

• Sites.ReadWrite.All- Edit or delete items in all site collections.
• Files.ReadWrite.All- Have full access to all files user can access.