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SharePoint Integration
  • 23 Nov 2022
  • 3 Minutes To Read
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SharePoint Integration

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Whatfix-SharePoint integration enables you to fetch and display articles in SharePoint as contextual links in Self Help and Task List widgets. You can fetch all the content or only articles in particular folders.

Use the following steps to integrate a SharePoint repository,

With full access using One-click Integration

your title goes here

With one-click integration, Whatfix crawls content only from the subsites that you specify but still has access to other subsites in your repository.

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Repositories.
    RB_DB_Clickrepo

  3. Click the SharePoint tile.
    RB_DB_CaggintegrateSP

  4. Enter a title and the URL of your SharePoint repository.
    RB_DB_reposharepoint

your title goes here

The title you provide here is used as the tag name for the default tag attached to all the content fetched.

  1. Click Next.
    RB_DB_reponextSP

  2. Select the type of Sharepoint content that you want to fetch from the repository, and then click the + Add button.
    RB_DB_repoSPaddbutton

your title goes here

You can add multiple content types to integrate.

  1. Based on the content type you select, enter the necessary
    details in the fields that appear.

    • Article- List Name
    • Documents- List Name, Library Name, Folder Absolute Path (optional)
    • Site Page- List Name
your title goes here

To know how to generate this information in your SharePoint application, see Generating information for SharePoint subsite integration.

  1. Click Integrate.
    RB_DB_repointegrateSP

  2. Once the SharePoint login page loads, enter your credentials, and then click Log In.

  3. After you have created an Integration request, your Repository is listed under Integrated Applications in processing state.
    SP_processing_state

your title goes here
  • Depending on how big your Repository is, the content sync might take between 24 - 78 hours to complete.

  • Once all the content is indexed, you can access them on the Whatfix Dashboard.
    RB_DB_Clickrepo

  • The content fetched can be added to Self Help and Task List widgets in the same way as you would add any other Whatfix content.

  • If you have Smart Context enabled, you must add the global-page tag for the content to reflect in the Self Help widget on your application. For more information, see
    Adding tags to Repository Content

  • If you click Cancel or close the integration pop-up, the integration request is saved as a draft in the Integrated Applications section.
    RB_DB_CaggSavedasdraft

your title goes here

If you face any issues while integrating, contact [email protected].

With restricted access

your title goes here

In this method of integration, Whatfix crawls and has access only to the subsites that you specify and not to any other subsites in your repository.

To enable SharePoint integration with restricted access to subsites, you must first generate the following credentials and keep them handy.

  • Client ID
  • Client Secret Key

See, Generating ClientID and SecretKey for SharePoint integration

Use the following steps to create a SharePoint integration,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Repositories.
    RB_DB_Clickrepo

  3. Click the SharePoint tile.
    RB_DB_CaggintegrateSP

  4. Enter a title and the URL of your SharePoint repository.
    RB_DB_reposharepoint

your title goes here

The title you provide here is used as the tag name for the default tag attached to all the content fetched.

  1. Select the checkbox at the bottom.
    RB_DB_repoclickfraccessSP

  2. Click Next.

  3. Enter the Client ID and Client Secret in the respective fields.
    RB_DB_repoclientinfo

  4. Click Next.

  5. Select the type of SharePoint content that you want to fetch from the repository and then click the + Add button.
    RB_DB_repoSPaddbutton

your title goes here

You can add multiple content types to integrate.

  1. Based on the content type you select, enter the necessary
    details in the fields that appear.

    • Article- List Name
    • Documents- List Name, Library Name, Folder Absolute Path (optional)
    • Site Page- List Name
your title goes here

To know how to generate this information in your SharePoint application, see Generating information for SharePoint subsite integration.

  1. Click Integrate.
    RB_DB_repointegrateSP

  2. Once the SharePoint login page loads, enter your credentials and then click Log In.

  3. After you have created an Integration request, your Repository is listed under Integrated Applications in processing state.
    SP_processing_state

your title goes here
  • Depending on how big your Repository is, the content sync might take between 24 - 78 hours to complete.
  • Once all the content is indexed, you can access them on the Whatfix Dashboard.
    RB_DB_Clickrepo
  • The content fetched can be added to Self Help and Task List widgets in the same way as you would add any other Whatfix content.
  • If you have Smart Context enabled, you must add the global-page tag for the content to reflect in the Self Help widget on your application. For more information, see Adding tags to Repository Content.
  • If you click Cancel or close the integration pop-up, the integration request is saved as a draft in the Integrated Applications section.
    repo_draft_state
your title goes here

If you face any issues during integration, contact [email protected].


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