CENTRL offers an optional SharePoint integration that lets your team bring SharePoint content into our platform to support faster, more consistent questionnaire, evaluation, and research workflows. Once enabled by your admin, you can import content directly from SharePoint and also use SharePoint files as sources in Research Assistant.
This article covers the following topics:
To successfully configure the SharePoint connector, users must provide their Host Name, Tenant Id, and Client Id. Follow the steps below to locate these credentials and finalize your setup.
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Locate Your Tenant ID and Hostname
The tenant ID is displayed directly within the SharePoint application.
You can find this information using either of the following methods:
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Hover over your account name to reveal your directory or tenant ID.
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Alternatively, browse to Entra ID > Overview > Properties and look for the Tenant ID field.
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The Host name (also referred to as the primary domain) is displayed immediately next to the tenant ID.
For additional guidance on creating a new tenant, review Microsoft's official documentation here:
https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-create-new-tenant
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Create a New Application and Retrieve the Client ID
Before you can capture the client ID, you must register a new application.
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When setting up the account, make sure to choose the single tenant only option.
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Once registered, navigate to the overview page for App Registrations, where your Client Id will be displayed.
For more details on registering an app, see:
https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app
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Grant Application Access
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Navigate to your custom application and look under the Manage section.
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Go to API Permissions and grant the File Read All permission.
Reference material for v2 libraries:
https://learn.microsoft.com/en-us/entra/identity-platform/reference-v2-libraries
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Add a Redirect URL
The final configuration step in Microsoft Entra is adding a redirect URL.
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Under the Manage section for your custom application, go to Authentication.
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Select the option to add a single page application.
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Set the redirect URL to web.oncentrl.com.
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Finalize Configuration in CENTRL
Now that you have gathered all necessary credentials, you can enter the Hostname, Tenant Id, and Client Id into the Configuration modal on Centrl to enable the connector.
First, click the System Admin Module in the navigation tab and then click on the Integrations Tab.
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From the Integrations screen, click on the Enable button.
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Within the Complete Sharepoint Connection window, input the Hostname, Tenant ID, and Client ID. Click the Enable button.
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Within the Login window, input your internal login credentials and login. Once SharePoint is enabled, users will be able to Edit Credentials for SharePoint or Disable the integration from this screen.
Note: For dual profile users, this integration will need to be set up in both profiles for importing to their respective platforms.
Once enabled, SharePoint will appear as an option for importing content to our platform from the following:
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The Add Questionnaire window when adding questionnaires from the External RFPs & DDQs Module
For more information on Adding and Managing Questionnaires, please see our full help article below:
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The Smart Response window when Generating Answers for an Assessment
For more information on running Smart Response, please see our full help article below:
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The AdHoc Files section when adding files to the Research Assistant
For more information on the Research Assistant, please see our full help article below:
After clicking the Add from Sharepoint button, users will be able to select content from SharePoint and import to our platform by clicking the Import button.