--- title: "SharePoint Integration Process" slug: "sharepoint-integration-process" updated: 2026-09-11T10:19:08Z published: 2026-09-11T10:19:08Z canonical: "support.whatfix.com/sharepoint-integration-process" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # SharePoint Integration Process Whatfix-SharePoint integration enables you to fetch and display articles in SharePoint as contextual links within the Self Help widget. Fetch all content or only articles from specific folders. Use the following steps to integrate a SharePoint Repository with One-click Integration: > [!WARNING] > Note: > > With One-click integration, Whatfix crawls content only from the subsites that you specify, but it still has access to other subsites in your Repository. 1. On the Whatfix Guidance dashboard, click **Settings**. ![ia_left_nav_settings](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_settings.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A50%3A35Z&se=2026-10-15T08%3A50%3A35Z&sr=c&sp=r&sig=xgyu1IXm6ukm7gH6Hhw76Bl%2FnLdnLiet7Iy2sTLhwGc%3D) 2. Click **Repositories**. ![ia_left%20nav_repositories%20](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_repositories%20.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A50%3A35Z&se=2026-10-15T08%3A50%3A35Z&sr=c&sp=r&sig=xgyu1IXm6ukm7gH6Hhw76Bl%2FnLdnLiet7Iy2sTLhwGc%3D) 1. Click the **SharePoint** tile. ![RB_DB_CaggintegrateSP](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_CaggintegrateSP.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A50%3A35Z&se=2026-10-15T08%3A50%3A35Z&sr=c&sp=r&sig=xgyu1IXm6ukm7gH6Hhw76Bl%2FnLdnLiet7Iy2sTLhwGc%3D) 2. Enter a **Title** and the **Repository URL** of your SharePoint site that you want to integrate. ![RB_DB_reposharepoint](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_reposharepoint.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A50%3A35Z&se=2026-10-15T08%3A50%3A35Z&sr=c&sp=r&sig=xgyu1IXm6ukm7gH6Hhw76Bl%2FnLdnLiet7Iy2sTLhwGc%3D) > [!NOTE] > Info: > > - The title you provide is used as the tag name for the default tag attached to all content fetched. > - For main tenant (your organization’s main SharePoint site), use the following example: `https://domain.sharepoint.com/` > - If you are integrating a subsite, use the following example: `https://domain.sharepoint.com/siteName/`. 1. Click **Next**. ![RB_DB_reponextSP](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_reponextSP.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A50%3A35Z&se=2026-10-15T08%3A50%3A35Z&sr=c&sp=r&sig=xgyu1IXm6ukm7gH6Hhw76Bl%2FnLdnLiet7Iy2sTLhwGc%3D) > [!WARNING] > Note: > > - By default, this integration uses the **Sites.Read.All** permission, which grants Whatfix read access across all site collections in your SharePoint tenant. > - To restrict access to a single subsite, select the **Click here if you wish to restrict access permissions to a sub-site** checkbox and then proceed. For more information, refer to [SharePoint Subsite Integration Process](/studio/docs/sharepoint-subsite-integration-process). 1. Select the type of SharePoint content that you want to fetch from the repository and then click **Add**. ![RB_DB_repoSPaddbutton](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_repoSPaddbutton.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A50%3A35Z&se=2026-10-15T08%3A50%3A35Z&sr=c&sp=r&sig=xgyu1IXm6ukm7gH6Hhw76Bl%2FnLdnLiet7Iy2sTLhwGc%3D) > [!NOTE] > Note: > > 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 > [!WARNING] > Note: > > For more information on how to generate this information in your SharePoint application, see [Generate information for SharePoint integration](/studio/docs/generate-information-for-sharepoint-subsite-integration). 1. Click **Integrate**. ![RB_DB_repointegrateSP](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_repointegrateSP.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A50%3A35Z&se=2026-10-15T08%3A50%3A35Z&sr=c&sp=r&sig=xgyu1IXm6ukm7gH6Hhw76Bl%2FnLdnLiet7Iy2sTLhwGc%3D) 2. Once the SharePoint login page loads, enter your credentials and then click **Log In**. > [!WARNING] > Your title goes here > > - If you are a Microsoft Azure Admin, you can approve the request for Whatfix Azure App to access SharePoint data. Otherwise, you need to request approval from the Microsoft Azure team. After approval, you can complete the integration process. > - If you are a Microsoft Azure Admin, you see an Azure App request for an application named **WFXSharepointAppProd,** with the App ID: `fb8d7b41-76d0-41ad-a82a-56d45e4a0644`. 1. Click **Accept** to approve the application. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-6BH6ON0E.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A50%3A35Z&se=2026-10-15T08%3A50%3A35Z&sr=c&sp=r&sig=xgyu1IXm6ukm7gH6Hhw76Bl%2FnLdnLiet7Iy2sTLhwGc%3D) > [!NOTE] > Info: > > - After you create an Integration request, Whatfix lists your Repository under Integrated Applications in the **PROCESSING** state. ![SP_processing_state](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SP_processing_state.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A50%3A35Z&se=2026-10-15T08%3A50%3A35Z&sr=c&sp=r&sig=xgyu1IXm6ukm7gH6Hhw76Bl%2FnLdnLiet7Iy2sTLhwGc%3D) > - Once all the content is indexed, access it on the Whatfix Dashboard. ![RB_DB_CRclickrepo](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_CRclickrepo.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A50%3A35Z&se=2026-10-15T08%3A50%3A35Z&sr=c&sp=r&sig=xgyu1IXm6ukm7gH6Hhw76Bl%2FnLdnLiet7Iy2sTLhwGc%3D) > - The content fetched can be added to the Self Help widget in the same way as any other Whatfix Content. > - If [Smart Context](/studio/docs/smart-context) enabled, you must add the global-page tag for the content to appear in the Self Help widget on your application. For more information, see [Add Repository Content to Self Help and Task List](/studio/docs/add-repository-content-to-self-help). > - If you click Cancel or close the integration pop-up, the integration request is **Saved as draft** in the **Integrated Repositories** section. ![RB_DB_CaggSavedasdraft](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_CaggSavedasdraft.png?sv=2026-02-06&spr=https&st=2026-10-15T07%3A50%3A35Z&se=2026-10-15T08%3A50%3A35Z&sr=c&sp=r&sig=xgyu1IXm6ukm7gH6Hhw76Bl%2FnLdnLiet7Iy2sTLhwGc%3D) > [!WARNING] > Note: > > - The Repository links are available in the Ready stage once the Repository is crawled into Whatfix. > - You cannot move the links to the Draft stage or edit them. In the Ready stage, you can only edit tags and search keywords. > - Once you push the Repository links to the Production stage, you cannot move them back to the Ready or Draft stages like the other Whatfix content and widgets. > - Unlike other content and widgets that you can tag in the Draft stage, you can tag the Repository links only in the Ready stage. > [!NOTE] > Info: > > If you face any issues while integrating your Repository, contact [support@whatfix.com](mailto:support@whatfix.com?Subject=Issue%20while%20integrating%20Sharepoint%20with%20Whatfix&Body=Hi%20team%2C%0A%0AI%27m%20facing%20issues%20while%20integrating%20Sharepoint%20with%20Whatfix.). The Whatfix Dashboard is where you can perform the following actions: - Access all content that has been created by users in your organization. - Access and manage content widgets like Self Help, Pop-ups, Smart tips, Beacons, and Task List - Manage users - Manage tags - Access Analytics - Manage translations - Manage Tip or Flow configurations Whatfix Content includes Flows, Images, Videos, PDFs, Articles and Links. ## Related - [SharePoint Excel integrations fail regularly](/why-do-sharepoint-excel-integrations-fail-regularly.md) - [SharePoint Subsite Integration Process](/sharepoint-subsite-integration-process.md) - [Generate information for SharePoint Integration](/generate-information-for-sharepoint-subsite-integration.md)