SharePoint Integration

SharePoint is a web-based collaborative platform that integrates natively with Microsoft 365. SharePoint cloud-based storage solution that allows you to save files online and access them anywhere from any smartphone, tablet, or computer. You can use SharePoint on your computer or mobile device to securely upload files and edit them online.

By integrating your Webdam portal and SharePoint account, you are able to seamlessly connect assets between the two by automatically moving assets and their fields from your SharePoint account to Webdam, without downloading from SharePoint and re-uploading to Webdam.

This integration is part of the Integrations Hub

How to Enable this Integration

Contact your Customer Success Manager to learn more about enabling this feature and any associated costs

How to Set up the Integration

Admins will be able to set up and configure the integration.

  1. Navigate to Settings > System Preferences > Integrations Hub.
  2. Click Browse Integrations in the left sidebar, then Configure in the Sharepoint section.
  3. Enter a Name for this Configuration and click Save.0.png
  4. Review the information, then click Next2 WebDam Auth.png
  5. If you've already configured a Webdam connection, it will be selected. If not, select New Authentication to add the following:
    1. Your authentication name: Enter a name for the authentication.
    2. Client ID and Client Secret: This is the Client ID and Secret from Webdam. If you aren't sure what yours is, please contact the support team.3.13 Paste the Tenant ID, Client ID and Client Secret.png
  6. To obtain the Tenant ID, Client ID, and Client Secret, you must create and register an App in Azure. Follow the steps here.
  7. Once you have registered the App in Azure, you can Paste the Tenant ID, Client ID, and Client Secret on the Authentication Modal for SharePoint.
  8. Choose the Sharepoint Site.4. General Settings.png
  9. Select the Sharepoint Document Library.
  10. Click Sharepoint Folder to choose which Sharepoint folder you want to sync with Webdam.
  11. Select the Webdam Folder where SharePoint assets/ folders will be uploaded to.
    • Include Sub-folders: You can choose whether sub-folders in the selected folder will sync to Webdam.
    • Check the box if you want assets in the sub-folders to be synced to Webdam.
    • Leave the box unchecked if only assets uploaded to the folder selected should be uploaded to Webdam.
  12. Large folder structures will slow the total time to synchronize assets from SharePoint.
    Consider creating multiple Sharepoint connections for specific sub-folders within the main folder if your folder structure is large.
  13. Fields Mapping: Choose Webdam metadata fields with values written from SharePoint-supported columns. 
    • Supported Sharepoint columns: text, note, dateTime, number, boolean, URL, currency, location, and multichoice.
    • Unsupported Types: unknownFutureValue, multiterm, user, thumbnail, term.
      (optional)
  14. Select a Sharepoint Content Type. Choose an option under Webdam Fields and select a field from the dropdown.
  15. Select a Webdam field type from the dropdown to map to the Sharepoint Columns or Value.
    • Click Add to Configuration to add additional fields. 5 Metaproperty Mapping.png
  16. 'Sharepoint' and the Sharepoint file ID will be added to the keyword tags, and a link to the synced Sharepoint folder will be added to the Description.
  17. Click Next, then Finish. 6 Configuration Complete.png

How to Use the Integration

After Configuration, all assets in the selected SharePoint folders will be uploaded to your Webdam after 2 hours. Moving forward, any assets and data added or moved to the selected folder (or sub-folders) in the configured Sharepoint account will automatically be uploaded to Webdam after about 2 hours. Only supported Webdam-supported asset types will sync.

If the asset already exists in Webdam, the integration will not duplicate the asset. If you delete an asset from your Sharepoint account, it will not automatically be removed from your Webdam. If you delete a Sharepoint asset from your Webdam folder, it will remain in your Sharepoint account.

If you would like an additional synced SharePoint folder, you must configure another SharePoint workflow.

Edit the Integration

  1. Navigate to Settings> System Preferences > Integrations Hub.
  2. Click Active Integrations in the left sidebar, then Edit in the section of the connection that you would like to update.
  3. Make your changes, then click Save.

Register an App in Azure

  1. Navigate to the Azure portal.
  2. Under the Azure service section, click App Registrations > New Registration.
  3. A pop-up window will appear: Register an Application. Fill in all the details about your application.
  4. In the Redirect URL field, add https://auth.tray.io/oauth2/token.
  5. Click Register.
  6. Once the app registration is complete, you can view the Client ID, and Tenant ID, New Client Secret in the Overview Section.
  7. Client Secret can be found in the left-side bar under Certificates & Secrets.
  8. Copy and paste all IDs into your authentication modal.
  9. Under Add a client Secret, enter the Description and select Expires Date from the dropdown options.
  10. Click Add.
  11. Under Client Secrets, copy and paste the client secret into your Tray.io authentication modal.
  12. To grant proper permission to your Sharepoint account, you need to permit two APIs. One is Files.Read.All, and the second is Sites.Read.All.
  13. Navigate to API Permission and click Add Permissions.
  14. Select Microsoft Graph API > Application Permissions> Site Read All> Files Read All and add permission. 4d64ccbb-c946-46f0-b2dc-1424cac3a12f
  15. Click Add Permissions.
  16. Under Sites Read All and Files Read All, select Grant Admin Consent to grant consent.

 

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