Sharepoint Integration in CodeBot for SAP SuccessFactors.

Overview

This article provides a step-by-step guide on how to configure and use the SharePoint Integration in CodeBot. The integration allows users to automatically sync scheduled Office 365 workbooks to a specified SharePoint location.

Configure SharePoint Integration

On the Codebot Dashboard, under your profile, navigate to the Company Settings.

In Company Settings, click on the SharePoint Configuration tab. This tab allows you to save and manage your SharePoint integration settings.

Enter SharePoint Configuration Details

The SharePoint configuration form includes the following fields:

• Tenant ID
• Client ID
• Client Secret
• SharePoint Folder Path
• SharePoint Site Name

Microsoft Azure Credentials

The credentials required for the following fields can be obtained from Microsoft Azure:

• Tenant ID
• Client ID
• Client Secret

SharePoint Folder Path

Enter the name of the SharePoint folder where you want your scheduled Office 365 workbooks to be synced.

SharePoint Site Name

Enter the name of the SharePoint site where you want your scheduled Office 365 workbooks to be synced.

Note: The SharePoint Folder Path and SharePoint Site Name fields are optional.

If no SharePoint Site Name is provided, CodeBot will target the default SharePoint site. The scheduled workbooks will be synced to this site, and CodeBot will automatically create a folder using the name of the selected workspace.

Save the Configuration

Click Submit to save the SharePoint configuration.

Once submitted successfully, the configuration will be available for use when scheduling Office 365 workbooks.

Updating an Existing Configuration

Users can update their existing SharePoint configuration at any time by entering the new details and clicking Submit.

The newly submitted configuration will automatically override the previously saved SharePoint settings.

Enable SharePoint Sync for Scheduled Workbooks

Once the SharePoint Configuration has been successfully completed, you can enable SharePoint synchronization while scheduling a workbook.

Navigate to Manage Job Scheduled

From the CodeBot Dashboard, open the side panel and select Manage Job Schedule.

Click on Add new Schedule.

Enable SharePoint Sync

While scheduling the workbook, select the Sync to SharePoint? checkbox.

Once enabled, CodeBot will automatically sync the generated workbook to the configured SharePoint location.

How the Integration Works

After the scheduled workbook is generated in the selected workspace, CodeBot will automatically sync the workbook to the configured SharePoint location.

If a SharePoint site is not specified, CodeBot will use the default SharePoint site and create a folder using the name of the selected workspace.

The SharePoint Integration allows users to automatically synchronize their scheduled Office 365 workbooks with SharePoint, reducing the need for manual file transfers and ensuring that generated workbooks are readily available in the configured SharePoint location.

Thank you!

Updated on: 09/09/2026