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Connecting a SharePoint Data Source

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  1. In Microsoft Word, Excel or PowerPoint, go to the dox42 ribbon and select Data Map.

    Toolbar displaying various functions like Generate, Data Map, and Refresh Template options.

    dox42 ribbon

  2. The Data Map Designer window opens.

    Data Map Designer interface showing various data source options for integration.

  3. Select SharePoint.

  4. In tab Data Source(DS)

    1. Give the new DS a name.

    2. Enter the Site you want to connect to.

    3. Select your preferred authentication type.

      Authentication Methods in SharePoint Data Source

  5. Based on your selection, see below steps.

Using Entra ID Impersonation

  1. Select Office365 Entra ID Impersonation

  2. Click on Office365 Entra ID

    1. SharePoint Data Source Dialogue

  3. Enter your tenant and Entra ID App Registration details

    1. To centrally manage your Entra tenants and simplify tenant setup, you may use another connected excel data source. See: Using a Microsoft Excel config file for the Add-in’s Entra ID configuration (recommended)

    2. Connect and Test your new data source.

Using an Application User with Certificate

  • Instead of Entra ID impersonation, you can also connect to your SP data sources with an application user and a certificate that have been added to Entra ID

  • You need to prior upload the certificate to your Entra ID app registration and password protect it.

  1. Select Entra ID Application User with certificate in the Dropdown

  2. Select the Entra ID Certificate button.

  3. Enter your App ID and Tenant ID.

  4. Select Import certificate.

    EntraID Certificate or Client Secret Setup Window

    AzureAD Client Secret or Certificate Configuration window

  5. Select OK.

Result

You can now connect to your SharePoint Online data sources.

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