SharePoint: API Set-Up Guide

Last updated: June 2, 2026

Currently, our team at Kantiv manages the configuration and maintenance of your integration directly. To establish a new connection or adjust your existing setup, please reach out to Integrations@kantiv.com. These management tools are part of our roadmap and will be available for self-service in a future release.

This is a guide overviewing the setup process for a SharePoint API.

Step 1: Create an App Registration in Microsoft Entra ID

Instructions

  1. Sign in to the Azure portal: Microsoft Entra ID (formerly Azure Active Directory).

  2. Go to App registrations → New registration.

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Registration Details

Enter the following when registering your application:

Name

Supported account types

Kantiv SharePoint Integration

Accounts in this organizational directory only

Supported Account Types

Accounts in this organizational directory only (Single Tenant)

After Registration

Click Register. After registration, you will see:

  • Application (client) ID → this is your Client ID

  • Directory (tenant) ID → this is your Tenant ID

Please note both values. They will need to be shared with the Kantiv team.

Step 2: Create a Client Secret

Instructions

1. In the same App Registration, go to Certificates & secrets.

2. Under Client secrets, click New client secret.

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Client Secret Details

Field

Value

Description

Kantiv secret

Expiration

Choose per your policy (recommend 12–24 months)

Click Add to create the secret.

Important: Copy the Value immediately. This is the Client Secret Kantiv needs. Microsoft will not show the secret value again after you leave the page.

Step 3: Configure API Permissions

In the App Registration, go to API permissions → Add a permission.

Add the following permissions:

  • Select Graph APIs

  • Add the following permission: Sites.Selected

Alternative Permission

  • Sites.ReadWrite.All — This scope grants permissions to all sites under the tenant. You can then choose which sites to import within the Kantiv platform.

After adding permissions, click: Grant admin consent for your organization.

Step 4: Grant App Access to Selected SharePoint Site

This step applies only if you selected the Sites.Selected scope. If you granted Sites.ReadWrite.All permissions, this step is not required.

Prerequisites

  1. App Registration created

  2. Client Secret created

  3. Microsoft Graph Application permission: Sites.Selected

  4. Admin consent granted

Perform the following steps as an administrator or from a machine with admin permissions:

  1. Install PnP PowerShell (admin machine)

  2. Connect to the target SharePoint site

  3. Grant the ReadWrite app permission to that site

  4. Verify what was granted using the check command below

PowerShell Commands

  1. Install PnP PowerShell (admin machine)

    Install-Module PnP.PowerShell -Scope CurrentUser

  2. Connect to the target SharePoint site

    Connect-PnPOnline -Url "https://<tenant>.sharepoint.com/sites/<site>" -Interactive

  3. Grant ReadWrite app permission to that site

    Grant-PnPAzureADAppSitePermission `
-AppId "<INTEGRATION_APP_CLIENT_ID>" `
-DisplayName "Kantiv AI Sharepoint Integration" `
-Permissions Write `
-Site "https://<tenant>.sharepoint.com/sites/<site>"

  4. To verify what was granted, you can run the following command to check

    Get-PnPAzureADAppSitePermission -Site "https://<tenant>.sharepoint.com/sites/<site>"

> Note: Sites.Selected alone grants access to zero sites until the admin explicitly grants site-level permissions using the steps above.

Step 5: Share the Required Details With Kantiv

Once you have completed the steps above, share the following credentials with the Kantiv team, along with the sites and folders you'd like to connect

Credential

Value

Tenant ID

xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx

Client ID

xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx

Client Secret

The value is copied immediately after creation in Step 2

Sites & Site IDs

  • Link to SharePoint Site(s) to Connect to

    • Folders in Site to Sync

    • Sites GUID (Optional)

Next Steps

The Kantiv Team will Reach out for next steps come come later one, in the meantime feel free to look at our SharePoint Integration: Set-up Admin Guide, to get an idea of the feature set and how the Integration Functions.

Currently, our team at Kantiv manages the configuration and maintenance of your integration directly. To establish a new connection or adjust your existing setup, please reach out to Integrations@kantiv.com. These management tools are part of our roadmap and will be available for self-service in a future release.

You can always find more information on Security and Integrations on our Support Center. Please send any questions or feedback to Integrations@Kantiv.com.