How to Connect Amalgam to Microsoft SharePoint

Connect Microsoft SharePoint to Amalgam to have scheduled reports delivered straight into a SharePoint document library or an Excel workbook stored there. SharePoint is a destination, not a data source: it does not add reports, it gives your Routines somewhere to put them. SharePoint connects by signing in with your Microsoft work account and approving the connection. The SharePoint integration is in beta.

What You Need

• A Microsoft work account that can edit the SharePoint site or library you want reports delivered to.
• On many Microsoft 365 tenants, a one-time approval by an administrator (see below).
• An Amalgam account with access to Routines.

Connect SharePoint

1. Log in at app.amalgam.me.
2. Click New Integration and choose Microsoft SharePoint. You can type “SharePoint” in the search box to find it.
3. Amalgam sends you to Microsoft’s sign-in page. Sign in with your work account.
4. Review the permissions Amalgam asks for and click Accept. Microsoft sends you back to Amalgam with the integration ready to use.

If Microsoft Says “Need Admin Approval”

SharePoint access covers whole sites, so most Microsoft 365 tenants do not let regular users approve it. An administrator approves Amalgam once for the organization, and after that anyone at your company can connect.

1. Ask a Global Administrator, Cloud Application Administrator or Application Administrator to connect SharePoint in Amalgam using the steps above.
2. On the Microsoft permissions screen they tick Consent on behalf of your organization and click Accept.

If your tenant has the admin consent workflow switched on, you can instead type a reason on the “Need admin approval” screen and click Request approval; the administrator gets an email. Microsoft’s guide: Grant tenant-wide admin consent.

What You Can Do With It

When you create or edit a routine, choose the SharePoint integration as the delivery destination. Each run can land as a new file in a library, or replace a tab in an existing Excel workbook. See How to Schedule a Report with Routines.

Troubleshooting

• The routine fails to deliver: the account that connected SharePoint no longer has edit access to the site or library. Share it with that account again, or reconnect with a different account.
• Removing access from the Microsoft side: in the Microsoft Entra admin center go to Enterprise applications, open Amalgam, then Permissions, and revoke.