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Microsoft SharePoint OAuth connection guide for Jitterbit App Builder

Prerequisites

  • You must have a Microsoft Azure account.

Create an OAuth security provider

Create an OAuth security provider in App Builder before configuring the Azure app registration.

  1. Go to IDE > Security Providers.

  2. Click + Data Source Authentication. The Provider page opens. Provide the following details:

    • Under Settings:

      • Name: Identifies the security provider and appears in the URL. Example: OAuth
      • Type: OAuth
      • Enabled: Select to enable this security provider.

    • Under Authentication:

      • OAuth Grant: Authorization Code
      • OAuth Client Authentication: Basic
      • OAuth Resource Authentication: Bearer

    • Under Sign In:

      • Redirect on Challenge: True

  3. Click Save.

Create Microsoft Azure app registration

Register an app in Microsoft Azure to obtain the credentials needed to complete the OAuth security provider setup. For an overview of the registration process, see the Microsoft Quickstart: Register an application guide.

  1. Go to the Azure portal and sign in.

  2. Click Microsoft Entra ID.

  3. Navigate to App registrations and click New registration.

  4. Enter an App Name. Example: OAuth

  5. Under Redirect URI (optional):

    • Select Web from the platform list.
    • Enter the URI for the security provider: https://<App-Builder-Instance>/signin-<Security-Provider-Name>

  6. Click Register.

  7. Click API permissions, then click Add a permission.

  8. Click the SharePoint tile and select Delegated permissions.

  9. Expand AllSites and enable the following permissions:

    • AllSites Manage
    • AllSites Read
    • AllSites Write

  10. Expand Project and enable ProjectRead and ProjectWrite.

  11. Click Add permissions.

  12. Click Overview. Note the following values — you will need them when configuring App Builder:

    • Directory (tenant) ID: Used in the authorization and token endpoint URLs.
    • Application (client) ID: Used as the credential user name.

    For help locating these values, see How to find your Microsoft Entra tenant ID.

  13. Under Client credentials, click Add a certificate or secret.

  14. Click + New client secret, enter a Description, select an expiration date, and click Add.

  15. Copy the client secret Value immediately — it is only shown once and is needed as the credential password in App Builder.

  16. Return to App Builder and open the security provider created earlier.

  17. On the Endpoints panel, click + Endpoints and configure the following, substituting your Directory (tenant) ID:

    • Authorization Endpoint: https://login.microsoft.com/<Directory ID>/oauth2/v2.0/authorize/
    • Token Endpoint: https://login.microsoft.com/<Directory ID>/oauth2/v2.0/token/

  18. Click + Credential and provide the following:

    • Type: Client
    • User Name: Application (client) ID from Azure
    • Password: Client secret value from Azure

  19. Click Save.

  20. On the Properties panel, click + Property and enter the following in the Value field:

    https://<companyname>.sharepoint.com/.default offline_access

  21. Click Save.

Create a Microsoft SharePoint datasource

  1. Go to IDE > Data Servers.

  2. In the Data Servers panel, click + Server. The Server dialog opens. Enter the following information:

    • Server Name: Enter a name. Example: SharePoint
    • Type: Microsoft SharePoint
    • Url: Full path to the company SharePoint directory. Example: https://<companyname>.sharepoint.com/sites/<directory>

  3. Expand Security Settings and select the OAuth security provider from the Security Provider list.

  4. Click Save.

  5. In the Data Servers panel, select the server you just created. A tile appears in the right panel. Double-click the tile or click the icon to see advanced options.

  6. Under Data Storage Layer, click Import and complete the OAuth flow when prompted. The Import Schema dialog opens.

  7. Click the Views tab, locate the schema to import (for example, Lists), then click Import Schema.

  8. Exit the Import Schema dialog.

  9. Under Business Logic Layer, click Logic. The Rules by Table page opens.

  10. In the Tables panel, locate the schema you imported. Click the Results icon to confirm the data.