Microsoft 365 Integrations: Setup Guide

Connect your Microsoft 365 SharePoint, OneDrive or TeamsDrive with Showell and sync your selected content.

Authorize the connection between SharePoint/OneDrive and Showell

1. Setup a user in Microsoft 365 SharePoint, OneDrive or TeamsDrive

• It is recommended to create a separate user in your SharePoint, OneDrive or TeamsDrive for the integration with Showell. While a personal account can be used, having a unique user specifically for the integration makes it easier to disable the integration by simply removing the integration user. This also helps prevent any accidental movement of personal files to Showell.
• This user will then be used for managing the Showell integration.
• These account credentials can be given to all those in your team to manage the integration. The name of the user account can be for example: 'Company name_Admin'.
• Add read privileges to the this newly created user. This ensures that this user isn't able to modify the content and will only act as a bridge between Microsoft 365 and Showell.

2. Go to Showell Admin

3. From the top menu, select: Admin > SharePoint/OneDrive

4. Begin authorization by selecting “Authorize by signing in to SharePoint/OneDrive”

5. Login with your SharePoint/OneDrive user’s credentials

6. Click Next

Create linkages: Sync your content between SharePoint/OneDrive and Showell

Once the connection has been authorized, you can start syncing your content between SharePoint/OneDrive and Showell.

1. Connect your folder

• When connecting your first folder, you can click 'Connect first folder'
• When connecting a folder later on, click 'Connect folder' in the top right corner

2. A pop-up screen will appear to connect your SharePoint/OneDrive folder to Showell

• Use the arrows to navigate your contents
• Left panel: Choose the SharePoint/OneDrive folder you want to connect
• Right panel: Choose the target destination for this folder in your Showell directory

3. Click OK

Manage your integration

1. Sync all your linkages, and so your content, at once

2. To fully remove your SharePoint/OneDrive connection: Click SharePoint/OneDrive > Disable SharePoint/OneDrive

3. By clicking the 'Drop-down menu'-button located on the right side of your connected folder, you are able to:

• Remove connection: This will remove the individual linkage
• Disable connection: The linkage is still connected but will not synchronize
• Fetch new or changed files: This will immediately synchronize the individual linkage

Enhance your integration with custom columns/field data

By utilizing custom columns on the SharePoint side, you can decide what files and information comes over to Showell.

What we support:

A Keyword column: A keyword you have provided to a file on the SharePoint side, will sync, and be provided to the file's keyword field in Showell.

A Language column: A language-tag you have provided to a file on the SharePoint side, will sync, and will be provided to the file's language field in Showell.

A column for filtering: You have the flexibility to 'tag' specific files that you want to sync with Showell. By using for example a field with options such as 'Value A', 'Value B', or 'Value C', you can choose to synchronize only the files with 'Value A'. This allows you to have greater control over the content that is transferred to Showell.

How To:

1. Create the custom column(s) within SharePoint and give them a name of choice.

• Do not make multiple fields for one subject (for example: create only 1 field for Keywords instead of multiple).
• Set the following Type: 'Managed Metadata' for keywords and/or languages, and 'Single line of text' for filtering options.
• Under "More options", check "Allow multiple values"
• If you are adding a language column, make sure to utilize the two-character language code, based on the ISO 639-1 standard

2. In order to configure and activate the column's data support on Showell's side: Please provide the precise name of these custom columns to your Showell contact person or Showell Support.