How do I connect Klipfolio and Microsoft SharePoint?

You can set up a connection between Klipfolio and your SharePoint data to display data from your files on a dashboard.

This article includes:

What options do I have for visualizing my SharePoint data?

Create data visualizations based on pre-built options or build your own. The choice is yours!

Pre-built by Klipfolio

Take advantage of our pre-built data sources to gather the data most meaningful to you.

  • SharePoint pre-built data sources: Data sources provide the foundation for Klip building, so we suggest you create a data source as a first step (before building Klips and adding them to your dashboard). Our pre-built data sources focus on the most sought-after SharePoint data and are found on the Service Connectors page, available from this link or from the Library. When you select a service connector from this page, the data source for that service is automatically added.

Custom-built by you

Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.

  • Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources in the Service Connectors page, accessible from this link or from the Library.

  • Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your Library or your Dashboard.

Regardless of whether you choose pre-built, custom-built, or a combination of both, before you can start building Klips and dashboards you need to connect to SharePoint data in Klipfolio.

How do I connect to SharePoint data in Klipfolio?

When you connect your SharePoint data to Klipfolio, you will be prompted to connect your SharePoint account by entering your username and password.

Doing so will create a token that enables Klipfolio to securely access your SharePoint account. Your token looks like George@SharePoint. You can use and reuse the same token every time you connect to SharePoint.

Note: You manage your connections (tokens) to SharePoint in Klipfolio under Connected Accounts in the Account section.

How do I add a SharePoint data source?

To add a SharePoint data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose SharePoint from the list.
  2. If this is your first time connecting to SharePoint:
    • Click Connect an Account. Enter your SharePoint login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your SharePoint data. Click Next Step.
  3. If you have connected to SharePoint before:
    • Select an existing connection (token) from the drop-down list and click Next Step.
  4. Select a SharePoint Site that you would like to connect to. You can filter the results by Last Modified or Alphabetical.
  5. Click Get File.

Note: If needed, you can configure Advanced File Settings, however, in most cases this is unnecessary.

If you want to edit a data source that you already created, check out How to edit or reconfigure a data source, and get step-by-step instructions.

How do I create a SharePoint custom Klip?

You create custom Klips from either your Library or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!

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