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SharePoint List Connector Setup

Guide to Connecting SharePoint List to Savant

The SharePoint List connector lets Savant read from and write to lists on your Microsoft 365 SharePoint team sites. It enables you to import data from SharePoint lists into your Savant workflows and retrieve the results back to SharePoint without leaving the platform.


Features

The SharePoint List connector supports both directions:

  • Read from SharePoint List

  • Write to SharePoint List

Requirements

  • An active Microsoft 365 tenant with SharePoint Online.

  • A SharePoint team site. Personal sites (OneDrive for Business) are not supported.

  • A Microsoft 365 account with access to the target site.

  • Administrator consent for the Savant application's Microsoft Graph permissions, including the admin-restricted Sites.Manage.All scope. Until admin approval is granted, the connection cannot be completed.

  • IP whitelisting - see Savant IP Whitelisting Setup for the IPs to allow on your network.

Connection Methods

Savant connects to SharePoint using OAuth 2.0. You authenticate with your Microsoft 365 credentials and grant the requested permissions during setup.

This step-by-step guide ensures you can efficiently set up your environment.

Step-by-step setup

On Microsoft 365 / SharePoint

  1. Sign in to the SharePoint team site you want to connect and copy its URL from the browser address bar. The connector accepts several formats:

    • https://{company}.sharepoint.com/sites/{SiteName}

    • A full list-view URL, e.g., https://{company}.sharepoint.com/sites/{SiteName}/Lists/{ListName}/AllItems.aspx

    • A root site, e.g., {company}.sharepoint.com

    • The Graph-style form, e.g., {company}.sharepoint.com:/sites/{SiteName}

  2. Confirm that your Microsoft 365 account has access to that site.

  3. Have a Microsoft 365 administrator grant admin consent for the Savant application's requested Microsoft Graph permissions - Sites.Read.All, Sites.ReadWrite.All, and the admin-restricted Sites.Manage.All. This is typically a one-time approval per tenant; until it is granted, non-admin users are blocked at the consent step. [Screenshot: Microsoft admin consent prompt for the Savant application]

In Savant

  1. Navigate to the Systems page in Savant.

  2. Click Add System and select the SharePoint List connector.

  3. Enter the Site URL from above in the required field.

  4. Click Authenticate, sign in with your Microsoft 365 credentials, and grant the requested permissions when prompted.

Troubleshooting

  • Admin approval required. A "needs admin approval" message during sign-in means the Sites.Manage.All scope has not been consented for your tenant. Ask a Microsoft 365 administrator to grant admin consent for the Savant application, then retry.

  • Access denied on connect or run. Confirm your Microsoft 365 account has permission to the target site and that admin consent has been applied to your account. Incomplete consent or site permissions can cause a new connection to fail when Savant reads, and an existing connection to fail when Savant writes.

  • Personal site not supported. OneDrive for Business and personal sites cannot be used. Point the connection at a SharePoint team site instead.

  • Unrecognized site URL. If the URL is rejected, re-copy it in one of the supported formats listed above. Extra query parameters from a browser view can usually be trimmed back to the /sites/{SiteName} path.

  • Writes do not match existing records. When Savant writes back to existing records, matching is based on the record's unique identifier. Ensure that identifier is present and valid in your source data before the run.

  • Session expired. Re-authenticate the connection from Savant's connection settings to refresh the Microsoft 365 session.

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