Overview
The Excel File connector allows you to connect to spreadsheets via SharePoint (and Teams). You can connect to open/public spreadsheets without authentication, or private spreadsheets by authenticating with Microsoft.
Authentication
If you need to connect to a private spreadsheet, you will need to authenticate using your Microsoft account. To do this, click on 'Authenticate with Microsoft'. A pop-up box will appear, prompting for account selection and/or login details.
ℹ️ You may need to allow pop-ups on the website to show the authentication box
If this is your first time authenticating with Microsoft, you may be asked to provide permission for Connect Mix Share to access your file. We use the minimum permissions required to be able to get the data from your specified spreadsheet (see fields below).
Once you have logged in and accepted the permissions request, the pop-up box will close and the Access Token and Refresh Token fields will be automatically populated.
Your access token is used to access the file specified in the File Share URL field (below). Your refresh token is used to automatically get new access tokens so that Connect Mix Share can continue to refresh your data automatically.
Fields
Below is a list of the fields available on this connector.
File Share URL [Required]
This is the URL to the spreadsheet you want to use. You can get the URL of a spreadsheet via the share link or from your browser's website address bar. There are multiple ways to use this field:
If you want to access an open/public spreadsheet that does not require any authentication, you can copy in the share URL for the spreadsheet. The typical format for this URL is:
https://x.sharepoint.com/:x:/s/x/abcABCabcABCabc
If you want to access a private spreadsheet that does require authentication, you have 2 options:
You can copy the share URL. This follows the same format as the open/public spreadsheet above.
You can copy the full SharePoint URL. The typical format for this URL is:
https://x.sharepoint.com/:x:/r/sites/x/Shared%20Documents/x/spreadsheet%20name.xlsx
Access Token
This field is only required if you're connecting to a private spreadsheet that requires authentication. The access token is typically populated by the Microsoft authentication process, but you can also enter/paste your known access token into this field. The access token is used to access your spreadsheet data.
Refresh Token
This field is only required if you're connecting to a private spreadsheet that requires authentication. The refresh token is typically populated by the Microsoft authentication process, but you can also enter/paste your known refresh token into this field. The refresh token is used to generate new access tokens to allow Connect Mix Share to automatically get new data.
Skip Rows
If your spreadsheet does not contain the column names in the first row of each sheet, you can use this field to skip rows. For example, if your spreadsheet contains a title in row 1 and then columns headings in row 2, you would set this field to skip "1".