Integrate SharePoint with Josef Q

How to connect SharePoint with Josef Q

You can integrate your SharePoint document libraries directly with Q. Here’s how to complete the setup and start building tools with your SharePoint content.

Initial setup

Step 1. Connect to SharePoint

1. From the Josef Q Dashboard, click on the Integrations tab.
   
   
2. Select SharePoint > Add Instance.
3. Click Connect and follow the prompts to authenticate your SharePoint account to enable secure access.
   
   Note: Depending on your SharePoint settings, you may be prompted to send a request to your IT team to grant Josef Q permissions to connect to your SharePoint account.
   
   Please send the request, and your IT team will be able to see the request come through in their Entra ID | Admin consent requests page. They will need to review and grant consent. 
   
   The Josef Q application will come through with the following details:
   1. Application name: Josef-Q-Integrations
   2. Application ID: abb7766a-4439-4f6c-bf36-7164a1ee53c6
      
      If you have trouble getting through this step, feel free to contact our Support team. Josef uses a secure SharePoint connection solely to download and read your folders and files. No modifications or alterations will be made to your data. 
      
      
4. Once you see a successful connection message before proceeding, click Next.
   
   

Step 2. Select your SharePoint site

1. Choose the SharePoint site where your documents are located.
2. Click Next when you're ready.
   
   

Step 3. Pick a SharePoint Document Library

1. Use the drop-down menu to select the document library you want to connect. When you later create your tool, you can choose content from this document library to build your tools.
2. Click Finish when you're ready to save your integration. 
   
   
   
   The SharePoint integration icon should now be green indicating success.
   
   

When you create a new tool, you'll now have the option to select a folder within your SharePoint Document Library.

How to edit your SharePoint site and document library

1. From the Josef Q Dashboard, click on the Integrations tab.

2. Click on SharePoint, and once it opens, click Reconfigure.

3. Click Next.

4. You can keep or change the SharePoint site where your documents are located.

5. Click Next.

6. You can select the SharePoint document library where your documents are located. 

7. Click Finish.

How to disconnect a SharePoint integration

1. From the Josef Q Dashboard, click on the Integrations tab.

2. Click on SharePoint, and once it opens, click Reconfigure.

3. Click Disconnect.

4. Click Cancel.

Your SharePoint integration is now disconnected.