Integrations

Microsoft SharePoint Online (TMS)

Available for

  • Team, Ultimate and Enterprise plans

Get in touch with Sales for licensing questions.

Microsoft SharePoint Online is a file hosting, cloud-based service for storing and managing many file types.

Microsoft SharePoint Online connector allows the downloading of source content and uploading of translations to/from the SharePoint server.

Use Cases

There are a number of use cases for the connector:

  • Project Managers can add files directly to projects from an online repository.

  • Set up the submitter portal to allow Submitters to add files to requests directly from the online repository.

  • Use Automated Project Creation (APC) to have new projects automatically created when a change in the last modified date is detected for monitored files or a folder.

    • Selected files are imported the very first time APC runs. All files are imported when a folder is monitored.

SharePoint Settings

A Work or school type Microsoft account is needed, Personal accounts cannot be used. No changes are required.

Phrase Settings

Important

If accessing from a custom domain (ex. mydomain.phrase.jp), open an incognito browser window and log in via cloud.phrase.com or us.cloud.phrase.com to apply the authentication required for the creation or saving of the connector. After saving, the connector can be accessed via the custom domain.

  1. From the Settings Setup_gear.png page, scroll down to the Integrations section.

  2. Click on Connectors.

    The Connectors page opens.

  3. Click New.

    The Create Connector page opens.

  4. Provide SharePoint site URL.

    Depending on setup:

    • hostname (e.g. https://james007.sharepoint.com/)

    • includes /sites/<my-site-name>/ (e.g. https://james007.sharepoint.com/sites/skyfall/)

  5. Click Connect to SharePoint.

    A popup window or a new tab will appear requesting SharePoint authorization.

  6. Click the Next button.

    If successful, the window/tab will disappear and a small checkmark appears next to the Connect to Sharepoint button. A red exclamation point will appear if it wasn't. Mouse over the icon to see additional details.

  7. Click Save.

    The connector is added to the list on the Connectors page.

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