Connect to Office 365 SharePoint Online

How to Connect to Office 365 SharePoint Online and Import and Export Data


Step 1: Set up the Connection URL

To connect to a List/Document Library with Data Synchronisation Studio on SharePoint Online you need to get the URL to your site. For example in the screenshot below our Team Site URL would be http://crmonline4u.sharepoint.com/TeamSite

Connection

Step 2: Connect SharePoint to the Source or destination

You then enter this URL into the SharePointUrl Property of the 'Microsoft Office 365 SharePoint Online' Data Provider in Data Sync.

URL

Step 3: Enter your Office 365 credentials

You then need to enter the credentials for your SharePoint Online environment. Note that we do not currently support environments where you have federated authentication enabled to your own AD, standard 365 Authentication is fine.

Credentials

Step 4: Select the SharePoint List

Next select the List that you wish to connect to from the ListName drop down.

List Name

And click OK to connect and there you have it!

Connect

Troubleshooting

If you get an error message when you try to connect that the system cannot load the Microsoft.IdentityModel assembly then you need to install the Windows Identity Framework (WIF) then re-start Data Sync for the changes to take affect.

Error Message


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