SharePoint Online Connector
Documentation
Version: 17
Documentation

Read data from SharePoint Online in SSIS (Export data)


In this section we will learn how to configure and use SharePoint Online Connector in API Source to extract data from SharePoint Online.

  1. Begin with opening Visual Studio and Create a New Project.

  2. Select Integration Service Project and in new project window set the appropriate name and location for project. And click OK.

  3. In the new SSIS project screen you will find the following:

    1. SSIS ToolBox on left side bar
    2. Solution Explorer and Property Window on right bar
    3. Control flow, data flow, event Handlers, Package Explorer in tab windows
    4. Connection Manager Window in the bottom

    SSIS Project Screen
    Note: If you don't see ZappySys SSIS PowerPack Task or Components in SSIS Toolbox, please refer to this help link.
  4. Now, Drag and Drop SSIS Data Flow Task from SSIS Toolbox. Double click on the Data Flow Task to see Data Flow designer.

    SSIS Data Flow Task - Drag and Drop
  5. From the SSIS toolbox drag and API Source (Predefined Templates) on the data flow designer surface, and double click on it to edit it:
    SSIS API Source (Predefined Templates) - Drag and Drop

  6. Select New Connection to create a new connection:
    API Source - New Connection

  7. Use a preinstalled SharePoint Online Connector from Popular Connector List or press Search Online radio button to download SharePoint Online Connector. Once downloaded simply use it in the configuration:

    SharePoint Online
    SharePoint Online Connector Selection

  8. Proceed with selecting the desired Authentication Type. Then select API Base URL (in most cases default one is the right one). Finally, fill in all the required parameters and set optional parameters if needed. You may press a link Steps to Configure which will help set certain parameters. More info is available in Authentication section.

    Use delegated access (User Credentials) whenever you want to let a signed-in user work with their own resources or resources they can access. Whether it's an admin setting up policies for their entire organization or a user deleting an email in their inbox, all scenarios involving user actions should use delegated access. [API reference]

    Steps how to get and use SharePoint Online credentials

    Follow these simple steps below to create Microsoft Entra ID application with delegated access:

    WARNING: If you are planning to automate processes, we recommend that you use a Application Credentials authentication method. In case, you still need to use User Credentials, then make sure you use a system/generic account (e.g. automation@my-company.com). When you use a personal account which is tied to a specific employee profile and that employee leaves the company, the token may become invalid and any automated processes using that token will start to fail.
    1. Navigate to the Azure Portal and log in using your credentials.
    2. Access Microsoft Entra ID.
    3. Register a new application by going to App registrations and clicking on New registration button:

      Start new app registration in Microsoft Entra ID
      INFO: Find more information on how to register an application in Graph API reference.
    4. When configuration window opens, configure these fields:

      • Supported account type
        • Use Accounts in this organizational directory only, if you need access to data in your organization only.
      • Redirect URI:
        • Set the type to Public client/native (mobile & desktop).
        • Use https://zappysys.com/oauth as the URL.
      Register app in Microsoft Entra ID
    5. After registering the app, copy the Application (client) ID for later:

      Copy client ID of Microsoft Entra ID app
    6. Copy OAuth authorization endpoint (v2) & OAuth token endpoint (v2) URLs to use later in the configuration:

      Copy Auth and Token URLs in Microsoft Entra ID app
    7. Now go to SSIS package or ODBC data source and use the copied values in User Credentials authentication configuration:

      • In the Authorization URL field paste the OAuth authorization endpoint (v2) URL value you copied in the previous step.
      • In the Token URL field paste the OAuth token endpoint (v2) URL value you copied in the previous step.
      • In the Client ID field paste the Application (client) ID value you copied in the previous step.
      • In the Scope field use the default value or select individual scopes, e.g.:
        • email
        • offline_access
        • openid
        • profile
        • User.Read
        • Sites.Read.All
        • Sites.ReadWrite.All
        • Files.Read.All
        • Files.ReadWrite.All
    8. Press Generate Token button to generate Access and Refresh Tokens.
    9. Optional step. Choose Default Site Id from the drop down menu.
    10. Click Test Connection to confirm the connection is working.
    11. Done! Now you are ready to use the API Connector!

    Configuring authentication parameters
    SharePoint Online
    User Credentials [OAuth]
    https://graph.microsoft.com/v1.0
    Required Parameters
    Authorization URL Fill-in the parameter...
    Token URL Fill-in the parameter...
    Client ID Fill-in the parameter...
    Scope Fill-in the parameter...
    Return URL Fill-in the parameter...
    Default Site Id (select after pressing 'Generate Token') Fill-in the parameter...
    Optional Parameters
    Client Secret
    Default Drive Id (select after pressing 'Generate Token')
    Login Prompt Option
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429|503|423
    RetryCountMax 5
    RetryMultiplyWaitTime True
    Search Option For Non-Indexed Fields (Default=Blank - Search Only Indexed)
    Extra Headers (e.g. Header1:AAA||Header2:BBB)
    IsAppCred 0
    ZappySys OAuth Connection

    Application-only access is broader and more powerful than delegated access (User Credentials), so you should only use app-only access where needed. Use it when: 1. The application needs to run in an automated way, without user input (for example, a daily script that checks emails from certain contacts and sends automated responses). 2. The application needs to access resources belonging to multiple different users (for example, a backup or data loss prevention app might need to retrieve messages from many different chat channels, each with different participants). 3. You find yourself tempted to store credentials locally and allow the app to sign in 'as' the user or admin. [API reference]

    Steps how to get and use SharePoint Online credentials

    Follow these simple steps to create Microsoft Entra ID application with application access permissions:

    • Create an OAuth app

    • Grant application SharePoint Online permissions (optional, for granular permissions)

      This step allows to grant OAuth application granular permissions, i.e. access configured specific Sites, Lists, and List Items.

    Step-1: Create OAuth app

    1. Navigate to the Azure Portal and log in using your credentials.
    2. Access Microsoft Entra ID.
    3. Register a new application by going to App registrations and clicking on New registration button: Start new app registration in Microsoft Entra ID
      INFO: Find more information on how to register an application in Graph API reference.
    4. When configuration window opens, configure these fields:

      • Supported account type
        • e.g. select Accounts in this organizational directory only if you need access to data in your organization only.
      • Redirect URI:
        • Set the type to Public client/native (mobile & desktop).
        • Leave the URL field empty.
      Register app in Microsoft Entra ID
    5. After registering the app, copy the Application (client) ID for later:

      Copy client ID of Microsoft Entra ID app
    6. Then copy OAuth authorization endpoint (v2) & OAuth token endpoint (v2) URLs:

      Copy Auth and Token URLs in Microsoft Entra ID app
    7. Continue and create Client secret:

      Add Client secret for Microsoft Entra ID app
    8. Then copy the Client secret for later steps:

      Copy Client secret
    9. Continue by adding permissions for the app by going to the API permissions section, and clicking on Add a permission:

      Start adding permissions to Microsoft Entra ID app
    10. Select Microsoft Graph:

      Select Graph API permissions for Microsoft Entra ID app
    11. Then choose Application permissions option:

      Select app permissions for Microsoft Entra ID app
    12. Continue by adding these Sites permissions (search for site):

      Select SharePoint Online application scopes
      INFO: If you want to access specific lists or list items (table-level vs row-level security) rather than the full site, then add Lists.SelectedOperations.Selected or ListItems.SelectedOperations.Selected permissions , just like in the previous step (search for list).
      WARNING: If you add any of these permissions - Sites.Selected, Lists.SelectedOperations.Selected, or ListItems.SelectedOperations.Selected - you must grant the app the SharePoint permissions for the specific resource (e.g. a Site, a List, or a ListItem). Follow instructions in Grant SharePoint permissions to the OAuth app (optional) section on how to accomplish that.
    13. Finish by clicking Add permissions button:

      Add permissions to Microsoft Entra ID app
    14. Now it's time to Grant admin consent for your application:

      Grant admin consent for Microsoft Entra ID app
    15. Confirm all the permissions are granted:

      Admin consent granted successfully in Entra ID
    16. Now go to SSIS package or ODBC data source and use the copied values in Application Credentials authentication configuration:

      • In the Token URL field paste the OAuth token endpoint (v2) URL value you copied in the previous step.
      • In the Client ID field paste the Application (client) ID value you copied in the previous step.
      • In the Client Secret field paste the Client secret value you copied in the previous step.
      • Optional step. Choose Default Site Id from the drop down menu.
    17. Click Test Connection to confirm the connection is working.
    18. Done!

    Step-2 (optional): Grant SharePoint permissions to the OAuth app (optional)

    If you used Sites.Selected, Lists.SelectedOperations.Selected or ListItems.SelectedOperations.Selected permission in the previous section, you must grant the app the SharePoint permissions for the specific resource (e.g. a Site, a List, or a ListItem). You can do it using PowerShell or SharePoint admin center (obsolete method).

    Granting SharePoint permissions using PowerShell

    Unfortunately, there is no user interface available to control these permissions yet. For now, granting permissions has to be accomplished via Microsoft Graph API [Microsoft reference]:

    You must be the owner of the resource to grant permissions (i.e. belong to SharePoint owners group or be the owner of the Site or List).
    1. Open PowerShell (run as admin).
    2. Call the following PowerShell code to grant read and write permission for the app we created earlier (assuming Application (client) ID is 89ea5c94-aaaa-bbbb-cccc-3fa95f62b66e):

      ##### CONFIGURATION ############################################################################################
      
      # More info at:
      # - https://learn.microsoft.com/en-us/graph/permissions-selected-overview?tabs=powershell
      # - https://learn.microsoft.com/en-us/powershell/module/microsoft.graph.sites/?view=graph-powershell-1.0
      
      # Find SharePoint Site Id by following these steps:
      # - Login into SharePoint Online
      # - Open this URL https://{your-company}.sharepoint.com/_api/site in the browser
      #   NOTE: For a subsite use https://{your-company}.sharepoint.com/sites/{your-subsite}/_api/site
      # - Find 'Id' element in the response (e.g. <d:Id m:type="Edm.Guid">efcdd21a-aaaa-bbbb-cccc-5d8104d8b5e3</d:Id>)
      # - Copy the Site Id, i.e.: efcdd21a-aaaa-bbbb-cccc-5d8104d8b5e3 
      # Set $siteId variable to the retrieved Site Id:
      
      $siteId="efcdd21a-aaaa-bbbb-cccc-5d8104d8b5e3"
      
      
      # Find your Application Id (i.e. Client Id) in the Azure Portal, in App Registrations page:
      # https://portal.azure.com/#view/Microsoft_AAD_RegisteredApps/ApplicationsListBlade
      
      $applicationId="89ea5c94-aaaa-bbbb-cccc-3fa95f62b66e"
      
      
      # Set one of app permissions: read, write, fullcontrol, owner ('write' includes 'read' permission)
      
      $appPermission="write"
      
      
      
      ##### SCRIPT ###################################################################################################
      
      # Step-1: Install 'Microsoft.Graph.Sites' module if it's not installed
      if (-not (Get-Module Microsoft.Graph.Sites -ListAvailable))
      {
          Install-Module Microsoft.Graph.Sites
      }
      
      # Step-2: Load module
      Import-Module Microsoft.Graph.Sites
      
      # Step-3: Login (use Azure admin or SharePoint owner account)
      DisConnect-MgGraph
      Connect-MgGraph
      
      # Step-4: Set parameters for API call (set permissions, Site ID and Application ID)
      
      $params = @{
      	roles = @($appPermission)
      	grantedTo = @{
      		application = @{id = $applicationId}
      	}
      }
      
      # Step-5: Grant permissions
      New-MgSitePermission -SiteId $siteId -BodyParameter $params
      
      # Done!
      Write-Host "Granted SharePoint permissions to application '$applicationId' for site '$siteId'."
      
      
    3. That's it! Now you can use the API Connector!

    Granting SharePoint permissions using SharePoint admin center (obsolete method)

    If you used Site.Selected permission you can link it SharePoint site in SharePoint admin center [SharePoint reference]. Follow these simple steps to accomplish that:

    1. Log in to SharePoint admin center using this URL: (replace YOURCOMPANY with your company name):
      https://YOURCOMPANY-admin.sharepoint.com/_layouts/15/appinv.aspx
      INFO: To view all the registered apps in SharePoint, visit this page: https://YOURCOMPANY-admin.sharepoint.com/_layouts/15/appprincipals.aspx?Scope=Web.
    2. In the App Id field enter Application (client) ID you copied in the previous step.
    3. In the Permission Request XML field enter XML snippet which describes which SharePoint permissions you want to grant to the OAuth app, e.g.:

      <AppPermissionRequests AllowAppOnlyPolicy="true">
        <AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="FullControl" />
      </AppPermissionRequests>
      INFO: This example gives app FullControl, but you can also grant it Read or Write permissions.
    4. Click Create to grant the permission to your OAuth app.
    5. That's it! Now you can use the API Connector!

    Configuring authentication parameters
    SharePoint Online
    Application Credentials [OAuth]
    https://graph.microsoft.com/v1.0
    Required Parameters
    Token URL Fill-in the parameter...
    Client ID Fill-in the parameter...
    Client Secret Fill-in the parameter...
    Default Site Id Fill-in the parameter...
    Optional Parameters
    Scope https://graph.microsoft.com/.default
    Default Drive Id
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429|503|423
    RetryCountMax 5
    RetryMultiplyWaitTime True
    Search Option For Non-Indexed Fields (Default=Blank - Search Only Indexed)
    Extra Headers (e.g. Header1:AAA||Header2:BBB)
    IsAppCred 1
    ZappySys OAuth Connection

  9. Select the desired endpoint, change/pass the properties values, and click on Preview Data button to make the API call.

    API Source - SharePoint Online
    SharePoint Connector can be used to integrate SharePoint and your defined data source, e.g. Microsoft SQL, Oracle, Excel, Power BI, etc. Get, write, delete SharePoint data in a few clicks!
    API Source - Select Endpoint

  10. That's it! We are done! Just in a few clicks we configured the call to SharePoint Online using SharePoint Online Connector.

    You can load the source data into your desired destination using the Upsert Destination, which supports SQL Server, PostgreSQL, and Amazon Redshift. We also offer other destinations such as CSV, Excel, Azure Table, Salesforce, and more. You can check out our SSIS PowerPack Tasks and components for more options. (*loaded in Trash Destination)

    Execute Package - Reading data from SharePoint Online and load into target