Integrations
      Back to home
      1. Knowledge Base
      2. Integrations

      Integrating Cloud Sync with SharePoint

      FileInvite's SharePoint integration enables account-wide file syncing, unlike Google Drive and OneDrive, which operate at the user level.

      Key Features

      • Account-Wide Impact: When SharePoint is enabled, all existing OneDrive and Google Drive connections in the account will be disconnected.

      • Admin & Account Owner Access Only: Only Organization Owners and Admins can enable and configure the SharePoint integration.

      • Single Site Connection: Users must select a SharePoint site before choosing a folder for storage and syncing.

      • Badge Indicator: A new badge in the Integrations section will indicate whether an integration is user-level or account-wide.

      How to Set Up SharePoint Integration

      1. Enable SharePoint Integration

      1. Navigate to Settings > Integrations > SharePoint in FileInvite.

      2. Click Connect on the SharePoint integration card.

      3. Authenticate with your SharePoint account.

      4. If OneDrive or Google Drive is connected, a confirmation prompt will appear informing you that they will be disconnected.

      5. Confirm to proceed.

      2. Select a SharePoint Site

      1. If only one SharePoint site is available, it will be pre-selected.

      2. If multiple sites exist, select the desired site from the list.

      3. Click Continue to proceed.

      3. Choose a Storage Folder

      1. The folder structure of the selected site will be displayed.

      2. Select a folder where files should be stored.

      3. Click Save Changes to finalize the setup.

      Managing SharePoint Integration

      Changing the Connected Site

      1. Go to Settings > Integrations > SharePoint.

      2. Click Change Site.

      3. Select a new SharePoint site and folder.

      4. Save the changes to apply the new configuration.

      Changing the Storage Folder

      1. Open the Document Library screen.

      2. Click Choose Folder.

      3. Select a different folder within the current SharePoint site.

      4. Click Save Changes.

      Creating a New Folder

      1. In the Document Library screen, click + New Folder.

      2. Enter a name for the new folder.

      3. Click Create New Folder.

      4. The folder will be added and can be selected as the storage location.

      Business Rules & Restrictions

      • Only one SharePoint site can be connected at a time.

      • Other cloud storage integrations (Google Drive, OneDrive) cannot be enabled while SharePoint is active.

      • If a selected folder is deleted or permissions are revoked, users will be prompted to select a new folder.

      • A new badge system in the integrations menu will indicate account-wide integrations.

        • Single-Person Icon: User-level integrations (e.g., personal OneDrive, Google Drive).

        • Multi-Person Icon: Account-wide integrations (e.g., SharePoint).

      Common Issues & Troubleshooting

      Error: "Different Email Account Detected"

      • Ensure you are logging in with the same email account used for FileInvite.

      Unable to Connect SharePoint

      • Verify that you have Admin or Account Owner permissions.

      • Ensure OneDrive and Google Drive integrations are disabled before attempting to connect SharePoint.

      Folder Not Found or Access Revoked

      • Navigate to Settings > Integrations > SharePoint.

      • Select a new site or folder to restore syncing.