SharePoint automation using API

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1

Hi Team,

We have to download file from SharePoint and do excel operation and then upload back to SharePoint.

Organization requirement is use API.

I guess we need Azure AD to make connection using API right?(Correct me if am not worng)

Could you please suggest how to create Azure AD.

Thanks,
Anbu

2

Hi!

Take a look at this documentation:
Activities - About the Microsoft 365 activity package (uipath.com)

And hereā€™s some documentation regarding how to connect:
Activities - How to connect to Microsoft 365 activities (uipath.com)

Iā€™d probably use the integration service to use sharepoint
Activities - Connect with Integration Service (uipath.com)

3

Thanks sven.

Yeah. this approach is for integration service.

4

No problem (Integration Service uses APIā€™s)

5

@K_Anbarasu,

Follow this video. He has explained AD app creation and configuring Office 365 Scope activity as well.

6

Hello, I encountered exactly same business case in my company
Little help to save you time in research, hope you will find this helpfull and a convenient solution.

1 : Set up a connection with
Microsoft OneDrive & SharePoint connector through Integration Service
(You will probably need help from network/infra department to authorize new app in their Azure interface)
Be sure to use an account that has access to the given resource.

2: In Studio, use activity ā€œDownload Fileā€ from Microsoft.Office365 in Integration. (If needed, download Microsoft package from package manager)

3: Select your connection, and file to download ( can be in group, or you can follow sharepoint list with star in UI when you are connected, then it will appear in followed sites )
Save file in object ( type O365DriveLocalItem )

4: Do what you want to do in Excel using the path : yourvariable.LocalPath

5: TIPS : use ā€˜Path existsā€™ activity with path of excel file ( same as 4 or different if you saved it in other folder ) to have in output a iResource object, will be useful in 6.

6: Use Upload Files activity from Microsoft365 Integration, select connection, your iresource and destination folder in sharepoint

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