--- title: "Adding a SharePoint Data Source to your data map" slug: "adding-a-sharepoint-data-source-to-your-data-map" tags: ["SharePoint", "task"] updated: 2026-09-17T09:45:52Z published: 2026-09-17T09:45:52Z canonical: "help.dox42.com/adding-a-sharepoint-data-source-to-your-data-map" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.dox42.com/llms.txt > Use this file to discover all available pages before exploring further. # Adding a SharePoint Data Source to your data map A SharePoint data source allows you to connect any of your SharePoint libraries and lists to your template. You may then use data from SharePoint for template design and document generation. ## Prerequisites - [You have created a document template](/help/docs/creating-a-document-template). - [You have created a data map](/help/docs/creating-a-standard-data-map). ## Steps 1. In Microsoft Word, Excel or PowerPoint, open your document template. 2. Next, go to the **dox42** ribbon and select **Data Map**. ![Toolbar displaying various functions like Generate, Data Map, and Refresh Template options.](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/connecting-the-dox42-d365-ce-crm-data-source-to-microsoft-dynamics-crm-or-d365-ce-image-yhjte275.png) **dox42** ribbon The **Data Map Designer** window opens and previously added data sources appear. ![Data Map Designer interface showing various data sources and input parameters for configuration.](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/image-1783320993275.png) Data sources of a data map 3. Select the **SharePoint** data source from the **Data Sources** tab**.** The **SharePoint** window appears. ![Authentication Methods in SharePoint Data Source](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/SharePoint_EntraID_dropdown.png) **Data source** tab in the **SharePoint** window 4. In the **Data Source** tab, enter a name for the new data source in the **Name** field. > [!NOTE] > Note > > Names should follow your internal guidelines consistently to help template users understand and navigate your templates easily. 5. In the **Site** field, enter the SharePoint site URL/directory you want to connect to. Click on the three dots next to this field to link to a data source that has already been added to your data map. This allows dynamic Site selection. 6. Still in the tab **Data Source,** select your preferred authentication type: **Office 365 Entra ID impersonation** 1. Select **Office 365 Entra ID Impersonation** from the dropdown. ![highlighted Office 365 Entra ID button](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/SharePoint_DataSource_dropdown_Office365_button.png) Authentication with Entra ID Impersonation The **Entra ID Configuration** window opens. ![Configuration settings for Entra ID and dox42 server integration options displayed on screen.](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/SharePoint_EntraIDConfiguration(1).png) Entra ID Configuration window 2. Enter your tenant and Entra ID App registration details. 3. Select **OK** to close this window and go back to the **SharePoint** window. > [!NOTE] > Note > > - 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)](/help/docs/using-a-microsoft-excel-config-file-for-the-add-ins-azure-ad-configuration-recommended). > - The Client Secret can also be entered via a Crypto data source.See: [Adding a Crypto Data Source](/help/docs/creating-a-crypto-data-source). **Entra ID Application User with certificate** > [!NOTE] > Note > > - Instead of Entra ID impersonation, you can also connect to your SharePoint 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** from the dropdown. ![SharePoint data source setup with fields for Entra ID and connection options.](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/SharePoint_DataSource_dropdown_EntraID(1).png) Authentication using an Application User with Certificate 2. Select the **Entra ID Certificate** button. The **Entra ID Clientsecret or Certificate Configuration** window opens. ![Configuration fields for Entra ID Clientsecret including App ID and Tenant ID.](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/Entra%20ID%20Clientsecret%20or%20Certificate%20Configuration.png) **Entra ID Clientsecret or Certificate Configuration** window 3. Enter your App ID and Tenant ID. > [!NOTE] > Note > > If you saved your credentials in a [Microsoft Excel config file](/help/docs/using-a-microsoft-excel-config-file-for-the-add-ins-azure-ad-configuration-recommended) and added this Excel data source to your data map before, you can select the App ID and the Tenant ID via the three dots next to each field. The **dox42 Data Fields** explorer will open from where you can navigate to the corresponding data. 4. Select the **Import certificate** button and import your certificate after entering your password. 5. Select **OK** to close this window and go back to the **SharePoint** window. **Username/Passwort** > [!NOTE] > Note > > This authentication type does not support multi-factor authentication (MFA). It is best used in on-premises scenarios. 1. Select **Username/Password** from the dropdown. ![Adding a SharePoint data source via Username/Password](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/SharePoint_DataSource_dropdown_Username.png) Authentication with Username/Password 2. Select the **Username/Password** button. The **Username/Password** window opens. ![Login prompt for SharePoint Online with options for password visibility and authentication methods.](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/SharePoint_DataSource_Username_window.png) **Username/Password** window 3. Enter your username and password. 4. Select the **SharePoint Online (Microsoft365)** checkbox. 5. Select **OK** to close this window and go back to the **SharePoint** window. 7. Back in the SharePoint window, click the **OK** button to save your settings. 8. Check the connection by clicking the **Test** button. > [!TIP] > Successful connection > > You are now connected to the respective SharePoint Site. If you want to configure the SharePoint list and field access, proceed with the following steps. > [!CAUTION] > If an error message appears… > > check whether all your connection and configuration details are indeed correct. Typical candidates for errors are your EntraID details, redirect URLs, and MAUI trustedTemplateLocations. The logging in your tenant MAUI gives important cues when debugging, given an error.. 9. In the **List Setup** tab, select the SharePoint list, where your data can be retrieved. The **Root Folder** text field is filled in automatically. 1. Select the **Load Attachments** checkbox if SharePoint lists contain images or attachments. 2. Select the **Use Internal Field Names** checkbox if you want to display the SharePoint internal names (recommended). 3. Select the **Date/Time Fields in Local Time** checkbox if the system default UTC time zone does not fit your needs. ![List Setup tab in the SharePoint connection window](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/SharePoint_ListSetup.png) **List Setup** tab in the **SharePoint** window 10. Check the connection by clicking the **Test** button. If the connection was successful, all records of the selected list are displayed. ![Table displaying candidate records with details like title, email, phone, and salary.](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/SharePoint_ListSetup_record.png) Records from the selected list 11. Optional: Speed up SharePoint queries and reduce the number of fields. > [!TIP] > Tip > > Selecting fields reduces the number of columns loaded to the bare minimum. This makes loaded tables clearer and improves performance. 1. In the **Select fields** tab, you can configure in more detail which data of your lists should be retrieved. 1. Use the **Views** dropdown to define a customized view of your SharePoint list. 2. Use the **Folder** text field to define a specific folder within your SharePoint list. 3. Select the **Recursive** checkbox if you also want to do a recursive search of your directory. 4. Use the **Fields** button to deselect the data fields you don’t need. 5. Select the **Query** button to filter and return only specific records. This also helps to reduce the volume of data and enables relevant data sets to be loaded in a targeted manner. 12. Check the connection by clicking the **Test** button. If the connection was successful, all records of the selected views, folders and fields are displayed. ## Result You have connected dox42 with Microsoft SharePoint and can now use the SharePoint data when designing and generating templates. ## Next steps Depending on your needs, try - [Working with data fields](/help/docs/working-with-data-fields) - [Generating a Word document for testing](/help/docs/generating-a-document-for-testing)