Pull files from sharepoint

[nikhil69]

Hey Folks,

We have an requirement to pull some csv files from an sharepoint site, what would be the best option for it?

Thanks.

[rushikeshvartak]

Using the SharePoint REST API

• Description: You can use the SharePoint REST API to access files stored on SharePoint. By authenticating and querying the SharePoint site, you can pull CSV files directly.
• How:
  • Authentication: Use OAuth or SharePoint App-Only authentication to connect securely.
  • API Call: Make a GET request to the SharePoint REST API endpoint for the specific file or folder.
  • Data Retrieval: Download the CSV file as a stream and process it within Saviynt.
• Advantages: Secure, robust, and can be automated through Saviynt’s REST Connector.

2. Using Microsoft Graph API

• Description: The Microsoft Graph API provides a unified endpoint to access SharePoint files and other Microsoft 365 services. This is particularly useful if you have other Microsoft 365 integrations.
• How:
  • Authentication: Use OAuth with the appropriate permissions to access SharePoint files.
  • API Call: Use the Graph API to access the file and download it.
  • Data Handling: Once retrieved, process the CSV data as required within Saviynt.
• Advantages: Unified API for Microsoft services, well-supported and documented.

3. Using Power Automate (Microsoft Flow)

• Description: Power Automate allows you to automate the process of extracting CSV files from SharePoint and can integrate with Saviynt through various connectors.
• How:
  • Flow Setup: Create a flow that triggers when a new file is added or updated in the SharePoint directory.
  • Action: The flow can send the file to an API endpoint in Saviynt or save it in a location accessible by Saviynt.
• Advantages: No need to write custom code; it provides a visual interface for creating workflows.

[nikhil69]

Thanks rushi, do you have any sample json for sharepoint rest api call?

[rushikeshvartak]

Documentation References:

1. SharePoint REST API Overview:

   • Official documentation: SharePoint REST API Overview

2. Get File by Server Relative URL:

   • Example and details: GetFileByServerRelativeUrl method

3. OAuth Authentication for SharePoint:

   • Authentication details: Authenticate to SharePoint with OAuth

     Steps to Implement:

     1. Register an App in Azure AD: Create a client ID and secret for your SharePoint application.
     2. Grant API Permissions: Assign the required permissions to your app to access the SharePoint site.
     3. Retrieve OAuth Token: Use the client ID and secret to get an access token.
     4. Make the REST API Call: Use the token to authenticate and retrieve the desired file from SharePoint.