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Integrate SharePoint with Josef Q

This article will demonstrate how you can integrate SharePoint with your Q account. 

How to connect SharePoint to your Josef Q account

You can now 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.

    Integrations sharepoint unconnected
  2. Select SharePoint > Add Instance.
  3. Click Connect and follow the prompts to authenticate your SharePoint account to enable secure access.

    SharePoint Auth step 1a connect to sharepoint
  4. Once you see a successful connection message before proceeding, click Next.

    SharePoint Auth step 1b connect to sharepoint connected

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 and only you have access to your SharePoint integration.  If you have any questions, please contact support.

Step 2. Select your SharePoint site

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

    SharePoint Auth step 2 sharepoint site

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. 

    SharePoint Auth step 3 sharepoint document library

    The SharePoint integration icon should now be green indicating success.

    Integrations sharepoint connected

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

✅ Once you’ve configured these steps, head to the Tools tab to create your Q tool using SharePoint documents. 

How to edit your SharePoint site and document library

We recommend planning with your Josef Customer Success Manager before editing a live 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 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

We recommend planning with your Josef Customer Success Manager before editing a live 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.