How to Integrate Alteryx with SharePoint

Quick summary

This demo shows how to integrate Alteryx with SharePoint by configuring an OAuth Client connection inside Alteryx One's Workspace Admin settings. Once set up, Alteryx can securely read and write SharePoint data directly within your analytics workflows.

Steps

1. On the Alteryx One main dashboard, go to the top-right corner and click your Profile icon.
2. Click Workspace Admin to proceed.
3. In the left-side panel, click OAuth Clients under the Connectivity section.
4. Click New in the top-right corner to create a new OAuth client.
5. Enter a unique name for the integration in the provided input field.
6. Click the Technology menu to select the platform type.
7. Find and select SharePoint from the technology list.
8. Enter the required OAuth credentials into their respective input fields.
9. Click Create to save your configuration.
10. Your Alteryx account is now integrated with SharePoint.