Clappia SharePoint Integration

Clappia SharePoint Integration: A Step-by-Step Guide

This guide provides a step-by-step approach to integrate Clappia with SharePoint using OAuth.

This integration will allow Clappia users to access, create and update SharePoint lists and items. Follow the steps below to integrate Clappia with SharePoint:

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‍Step 1: Create OAuth App[2]

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First you will have to create an app in SharePoint that provides Clappia permission to access your list
Go to https://[your domain].sharepoint.com/_layouts/15/appregnew.aspx

Ex. https://clappia.sharepoint.com/_layouts/15/appregnew.aspx

Create your app using the above link kindly refer link [2]
Note the generated Client ID and Client Secret

Client ID: (93979341-6dcc-xxxxxx-xxx-xxxxxxxxxxxx)

Client Secret: (r0CkrXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX)

Step 2: Provide Permissions for the App [2]

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2.1. Go to https://[your domain].sharepoint.com/_layouts/15/appinv.aspx

2.2. Set the App ID as the Client ID obtained in Step 1

2.3. Add the following permission request XML:

<AppPermissionRequests AllowAppOnlyPolicy="true">

<AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web/list" Right="FullControl" />

</AppPermissionRequests>

2.4. Check apps at

https://[your domain].sharepoint.com/_layouts/15/appprincipals.aspx?Scope=Web (for site, include site in URL)

Step 3: Retrieve Tenant ID and Access Token

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3.1. Retrieve the Tenant ID by accessing https://[yourdomain].sharepoint.com/_vti_bin/client.svc/

(header: Authorization - Bearer)

3.2. If you face issues with the API authorization, use the method provided in [4]

3.3. Provide the Client ID, Client Secret, and Tenant ID (realm) to obtain the Access Token (refer [1 & 3])

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3.4. After obtaining the Access Token, get the ListItemEntityTypeFullName for your list [5]

Step 4: Use the Access Token to Run Required APIs[5]

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4.1. Use the Access Token to run the required APIs

4.2. To get EntityName, use this API: https://[Domain name].sharepoint.com/sites/[site]/_api/web/lists/GetByTitle('[list name]')?$select=ListItemEntityTypeFullName

Ex. https://clappia.sharepoint.com/sites/clappia_one/_api/web/lists/GetByTitle('clappia_sp')?$select=ListItemEntityTypeFullName

4.3. Use the ListItemEntityTypeFullName to refer to the list for get items, create and update item operations

Step 5: Create a Clappia submission in Share point list via API[5]

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5.1 Now that we have the access token and the entity name we can use that to send post requests to share point and create new entries in a list. Follow the instructions provided below to achieve this.

5.2 Create a “Rest-API” node in Clappia’s workflow for the app whose submissions you like to enter into sharepoint.

ServerURL: https://[your domain].sharepoint.com/sites/[Site name]/_api/web/lists/GetByTitle('[list name]')/items

Ex: https://clappia0.sharepoint.com/sites/clappia_one/_api/web/lists/GetByTitle('clappia_sp')/items

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Method type: POST

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Headers: {"Authorization":"Bearer access token","Accept":"application/json;odata=verbose","Content-Type":"application/json;odata=verbose","Content-type":"application/json"}

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Body: {"Title": "{title}", "ROCC":"{ro_cc}","ROName":"{ro_name}" }

-> The above variable and labels are unique to my app and should be edited so that your field variables are used and it must include all the field you need to sync with SharePoint here.