Microsoft SharePoint Online Connector

Microsoft SharePoint Online is a file hosting, cloud-based service that lets you easily store your documents. Below, you’ll find instructions on how to integrate your SharePoint account with Memsource.

Set up the Connector

Note: You will need to have pop-ups enabled in your browser.

Before setting up the connector in Memsource, you'll want to log in to your SharePoint account. If you are logged into SharePoint, Memsource will be able to get your SharePoint information during the setup process.

Navigate to Setup and scroll down to the Integrations section. Click on Connectors. After clicking on New, you can choose the connector you wish to create. Give it a name and change the Type to Microsoft SharePoint.

Next, you’ll enter the URL for your SharePoint account into the SharePoint site URL field. This will be everything up to and including the “.com” in your URL. For example:

Finally, click Connect to SharePoint. You'll see a popup window that will ask for your SharePoint credentials. If you are already logged into SharePoint, this information will be filled in automatically and the window will close. If you haven't logged into SharePoint, you'll have to enter this information manually and then close the window yourself. 

If you’ve entered everything correctly, you’ll see a little check mark appear next to the Connect to SharePoint button. Then, click Save.