SuperSync Files - Create a SharePoint Connection

Overview 

This guide provides a comprehensive walkthrough for setting up a connection between SuperSync Files in NetSuite and Microsoft SharePoint. This connection enables users to synchronize files between their local system and SharePoint, ensuring that their data is always up-to-date and accessible across platforms.

Prerequisites 

• SuperSync Files Bundle Installation
• Microsoft admin access
• NetSuite admin access

Step by Step Process 

1. In the top right corner, navigate to ... > SuperSync Files > Configs > Connections and select Connections View full size
2. Select New SSF | Connection View full size
3.  Name your connection, edit the File Tab Name if desired (this will default to "SuperSync Files" and will be how it is displayed on the NetSuite record) then select Microsoft Sharepoint in the Document Connector dropdown. View full size
4. Edit the permissions: View full size

   Files Tab: Grants permission to see the SuperSync Files sub-tab on NetSuite records	Upload: Grants permission to upload files	Rename: Grants permission to rename files	Move: Grants permission to move files
   Copy: Grants permission to copy files	Download: Grants permission to download files	Remove: Grants permission to remove files	Create Folder: Grants permission to create folders
   Folder Delete: Grants permission to delete folders	Open Online Link: Grants permission to open online links (Microsoft online files)	Roles: Grants the above permissions to specific roles. If left blank the permissions are set for all roles	NOTE - Default settings for all of the above are set to "Yes" and applicable to all NetSuite roles.

5. Select Microsoft View full size
6. Populate the Microsoft sub-tab View full size
   1. Paste your Tenant ID in the Microsoft Tenant ID field. Your Microsoft admin can provide your tenant ID or find it here 
   2. Insert your SharePoint Site Domain. You can identify this by looking at the URL within SharePoint and replacing the bold in the following example: https://[company].Sharepoint.com/ Note: it is necessary to include the forward slash (/) at the end.
   3. Insert your SharePoint Site Path. You can identify this by looking at the URL within SharePoint that comes after the domain above: https://[company].sharepoint.com/sites/[Sitepath]/ 
   4. Insert your SharePoint Base Folder Path where your files will reside. This is commonly Shared Documents but can progress down the file path to SharedDocuments/[Folder Path]
   5. Select Save
7. Once saved navigate back to the Microsoft sub-tab. View full size
8. NOTE - This step needs to be completed by the Microsoft admin. This will only need to be done for the first connection that is setup.
   Select Microsoft Admin Consent Link and follow the prompts to grant the SuperSync Files bundle SharePoint access View full size

Troubleshooting

If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.