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Integrate with live SharePoint Data in Jitterbit
Use CData Connect Cloud to connect to and integrate live SharePoint data in Jitterbit.
Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect Cloud, Jitterbit gets access to live SharePoint data. This article demonstrates how to connect to SharePoint using Connect Cloud and integrate with live SharePoint data in Jitterbit.
CData Connect Cloud provides a pure OData interface for SharePoint, allowing you to query data from SharePoint without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to SharePoint, leveraging server-side processing to return the requested SharePoint data quickly.
About SharePoint Data Integration
Accessing and integrating live data from SharePoint has never been easier with CData. Customers rely on CData connectivity to:
- Access data from a wide range of SharePoint versions, including Windows SharePoint Services 3.0, Microsoft Office SharePoint Server 2007 and above, and SharePoint Online.
- Access all of SharePoint thanks to support for Hidden and Lookup columns.
- Recursively scan folders to create a relational model of all SharePoint data.
- Use SQL stored procedures to upload and download documents and attachments.
Most customers rely on CData solutions to integrate SharePoint data into their database or data warehouse, while others integrate their SharePoint data with preferred data tools, like Power BI, Tableau, or Excel.
For more information on how customers are solving problems with CData's SharePoint solutions, refer to our blog: Drivers in Focus: Collaboration Tools.
Getting Started
Configure SharePoint Connectivity for Jitterbit
To work with SharePoint data from Jitterbit, we need to connect to SharePoint from Connect Cloud, provide user access to the connection, and create a Workspace for the SharePoint data.
Connect to SharePoint from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "SharePoint" from the Add Connection panel
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Enter the necessary authentication properties to connect to SharePoint.
Set the URL property to the base SharePoint site or to a sub-site. This allows you to query any lists and other SharePoint entities defined for the site or sub-site.
The User and Password properties, under the Authentication section, must be set to valid SharePoint user credentials when using SharePoint On-Premise.
If you are connecting to SharePoint Online, set the SharePointEdition to SHAREPOINTONLINE along with the User and Password connection string properties. For more details on connecting to SharePoint Online, see the "Getting Started" chapter of the help documentation
- Click Create & Test
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Navigate to the Permissions tab in the Add SharePoint Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure SharePoint Endpoints for Jitterbit
After connecting to SharePoint, create a workspace for your desired table(s).
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Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
- Click Add to add new assets to the Workspace.
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Select the SharePoint connection (e.g. SharePoint1) and click Next.
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Select the table(s) you wish to work with and click Confirm.
- Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection, PAT, and Workspace configured, you are ready to connect to SharePoint data from Jitterbit.
Connect to SharePoint from Jitterbit using Connect Cloud
To establish a connection from Jitterbit to CData Connect Cloud using the OData protocol, follow these steps.
- Log into Jitterbit.
- Create a project in Cloud Studio and provide a workspace environment for it.
- Click Connections and enter OData in the search bar.
- Select the OData connector.
- Enter the OData connection properties.
- Connection Name: enter a connection name.
- OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
- Authentication: select Basic Auth.
- User Name: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
- Password: enter the PAT you generated on the Settings page.
- Click Test to test the connection, and then click Save Changes.
- Choose the operation you want to perform and drag it to the workflow in your project.
- Double-click the query operation to see all the tables and derived views available in your OData endpoint.
- Select a table and configure the query.
You can now transform and integrate live SharePoint data in Jitterbit.
Get CData Connect Cloud
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from Jitterbit, try CData Connect Cloud today!
