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How can I get the credentials needed for the SharePoint – Knowledge Connect integration?

To configure a SharePoint knowledge source integration provider, you must gather credentials such as client ID, client secret, and tenant ID.

  1. Sign in to the using your Microsoft credentials.
  2. Open App registrations.
  3. To register a new application, click New registration and follow these steps:
    1. Enter an app name.
    2. Under Supported account types, select Accounts in this organizational directory only (XYZ only – Single tenant).
    3. Click Register.
  4. To add redirect URIs, follow these steps:
    1. Under Manage, select Authentication.
    2. Under Platform configurations, select Add a platform.
    3. Under Redirect URI, select Web platform, and then add the redirect URI for your region.
    4. Click Configure to save the URI.
    5. Similarly, add the required redirect URI for the AppFlow API, and then click Save on the Authentication view.
  5. To add the required API permissions, click API permissions on the left side, and then follow these steps:
    1. Under Configured permissions, click Add a permission.
    2. Select Microsoft Graph as the web API.
    3. Choose Delegated permissions as the permission type.
    4. Under Select permissions, select the following permissions:
      • offline_access
      • Sites.Read.All
        Note: The Sites.Read.All permission grants Genesys the ability to connect to any SharePoint site that the user has access to.
      • User.Read
    5. Select Add permissions to complete the process.
    6. Verify that the newly added permissions appear in the configured table.
    7. Click Grant admin consent for Test org to apply the changes.
  6. To obtain the client secret, follow these steps:
    1. Click Certificates & secrets on the left side.
    2. Click New Client secret.
    3. Add a description and set the expiration period to 730 days.
    4. Copy the newly created secret value and keep it for your reference.
  7. Collect the following details for authentication:
    • Site name – SharePoint domain name
    • Client ID
    • Client secret value
    • Tenant ID
    • Domain – SharePoint domain URI