Before Sync & Save can connect to a site hosted at sharepoint.com, you must register Sync & Save with your SharePoint site.
Note: You must be the site administrator to perform these steps.
- Log in to your sharepoint.com site.
- Change the URL to https://yourdomain.sharepoint.com/_layouts/15/appregnew.aspx (replace yourdomain with the correct value for your sharepoint site).
- Click Generate next to Client Id and Client Secret. Make sure to copy the generated values and save them so they can be used later when setting up Sync & Save.
- Set the Title to "Sync & Save".
- Set App Domain to "localhost".
- Set Redirect URI to "https://localhost/default.aspx".
- Click Create.
- Change the URL to https://yourdomain.sharepoint.com/_layouts/15/appinv.aspx (replace yourdomain with the correct value for your sharepoint site).
- Paste the Client Id generated in step 3 into the App Id field and click Lookup.
- The Title, App Domain and Redirect URL should all populate the the values you entered previously.
- Paste one of the following XML snippets into the Permission Request XML box. Each snippet requests a different set of permissions:
- Access to the complete site collection
<AppPermissionRequests AllowAppOnlyPolicy="true">
<AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl" />
</AppPermissionRequests> - Access to the current site or subsite
<AppPermissionRequests AllowAppOnlyPolicy="true">
<AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web" Right="FullControl" />
</AppPermissionRequests> - Access to a specific list
<AppPermissionRequests AllowAppOnlyPolicy="true">
<AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web/list" Right="FullControl" />
</AppPermissionRequests>
Read more about possible permission sets here: https://docs.microsoft.com/en-us/sharepoint/dev/sp-add-ins/add-in-permissions-in-sharepoint#types-of-add-in-permissions-and-permission-scopes
- Access to the complete site collection
- Click Create.
- Click Trust It.
The next step is to configure Sync & Save to connect to SharePoint:
- In Sync & Save select Tools > Options > Accounts > SharePoint.
- Change the Authorization Type dropdown to Access Token.
- Set the Site Url to https://yourdomain.sharepoint.com (replace yourdomain with the correct value for your sharepoint site).
- Paste the Client Id you generated in SharePoint in the Client Id field.
- Paste the Client Secret you generated in SharePoint in the Client Secret field.
- Set the File Upload Method to ExecuteQuery.
- Click Test to make sure you can connect to your SharePoint site.
- Click OK.
Note: Client secrets expire after one year.
For more details, see the instructions under Register by using AppRegNew.aspx.
Note: If two factor authentication is enabled, the connection attempt will fail with a 401 error.