Connect SharePoint to Vibe

Connect SharePoint to Vibe

This guide shows you how to connect your Microsoft SharePoint data to Vibe using the Vibe.fyi – SharePoint API Module Azure App. Once set up, you’ll be able to:
  1. Display SharePoint calendar events and site page content
  2. Read data from Excel files stored in SharePoint
  3. Convert PDFs and PowerPoint files into image slides for display
With this integration, you can streamline content sharing and bring SharePoint updates directly into your Vibe channels..

Connect SharePoint to Vibe

Prerequisites

You'll need:
  1. An Azure Global Administrator to complete the initial setup.
  2. A Microsoft service account with the appropriate SharePoint permissions.
  3. Access to your Vibe Admin Console.

Global Administrator or Privileged Role Admin

To allow the Vibe.fyi – SharePoint API Module to access SharePoint data, you must grant admin consent.

  1. Open this link and login using your Global Adminstrator or Privileged Role Admin account credentials.
  2. Review the permissions and click [Accept] to grant consent.

Step 2: Create a Service Account

  1. Using a service account provides better control over which data is accessed and shared with Vibe.
    1. Log in to https://portal.azure.com.
    2. Open Microsoft Entra ID and create a service account (e.g., svc-[your-account-name]@yourdomain.com).
      1. Grant view access to the files or folders in SharePoint to that service account. The account will need view access to all folders leading to the files
    3. Log in to SharePoint using the designated service account (e.g., svc-[your-account-name]@yourdomain.com).
    4. Navigate to the specific file or folder you want Vibe to access.
    5. If the file or folder is not visible, this means the service account does not have permission.
Alert
Important: The level of SharePoint permissions required for this service account should be decided internally by your IT team based on your organisation's data access policies and the types of content (e.g. sites, folders, and calendars) you intend to display on your Vibe channels.
Info
Once steps 1 and 2 above are complete, provide your Microsoft service account holder with the login credentials and ask them to proceed to Step 3 below.

MS Service Account Holder

Step 3: Authenticate the Service Account

To complete this step, the Microsoft Service Account holder will need a Vibe Administrator login. This allows them to authenticate the service account so it can be used to access SharePoint data within Vibe.
  1. Open an incognito or private browser session and ensure that you are logged out of all Microsoft accounts.
  2. Log in to your Vibe Admin Console
    1. Navigate to Add-On Modules > Azure API > Settings.
    2. In the Authentications tab, click [+ AUTHENTICATE NEW USER FOR SHAREPOINT DATA].
    3. In the pop-up window:
      1. Enter a name that clearly identifies the account you are authenticating (e.g. the service account name).
      2. Click [OK].
        The name will be displayed in the Authentications list once step 3f below is completed.

      3. When the new browser tab opens, log in to Microsoft using the service account credentials created in Step 1 above.

SharePoint Data Integration Options

You can connect various types of SharePoint data to Vibe depending on your communication needs and your service account permissions. Below are the supported integration types and links to the setup instructions on how to configure each one in the Vibe Admin Console:
  1. Calendar
  2. Site Content
  3. Excel Data
  4. File to Slides 

Calendar Events

Display SharePoint Calendar event data on your Vibe channel.

  1. Go to Add-On Modules > Azure API > Settings in the Vibe Admin Console.
  2. Under the SHAREPOINT SITE CONTENT tab:
    1. Click [+ NEW SHAREPOINT SITE GROUP]
    2. Enter a unique group name
    3. Click [SAVE]

    4. Under the Group Name heading on the left, select your saved group from the list
    5. Click [+ ADD SHAREPOINT SITE]

    6. In the Edit SharePoint Site Content pop-up:
      1. Enter the SharePoint Site URL (where your Calendar Events are managed)
      2. Select Calendar Events as the content type
      3. Click [OK]

    7. Select your saved SharePoint site in the list and
      1. Choose the calendar(s) you want to display
      2. Optional - Set the max. number of items. Default = 20 events.
      3. Click [OK]

    8. Click [SAVE]

Idea
Follow the steps to create your SharePoint Calendar Events slide and start sharing automated updates on your Vibe channel.

Site Content

Display SharePoint site page content directly on-screen.

  1. In the Vibe Admin Console, go to Add-On Modules > Azure API > Settings
  2. Under the SHAREPOINT SITE CONTENT tab:
    1. Click [+ NEW SHAREPOINT SITE GROUP]
    2. Enter a unique group name and click [SAVE]
    3. Under the Group Name heading on the left, select your saved group from the list
    4. Click [+ ADD SHAREPOINT SITE]
    5. In the pop-up:
      1. Enter the SharePoint Site URL in the URL field
      2. Select Page Content as the content type
      3. Apply filters (Page Type, Number of Items, etc.) as needed
      4. Click [OK] then [SAVE]
Once saved, it may take 10–15 minutes before SharePoint content becomes available for use in slides.

Excel Data

Display Excel (XLSX) data and any associated images stored in SharePoint folders.
  1. In the Vibe Admin Console, go to Add-On Modules > Azure API > Settings.
  2. Under the SHAREPOINT FOLDERS tab:
    1. Click [+ NEW FOLDER]
    2. Enter the SharePoint folder URL* in the URL field
      The correct way to enter the SharePoint Folder URL is:
      1. Open the folder in SharePoint
      2. Copy the URL in the browser address bar
      3. Remove all other parameters except 'id' before pasting into the URL field
        e.g. https://<domainname>.sharepoint.com/sites/<sitename>/shared%20documents/Forms/AllItems.aspx?id=<folderid>


    3. Select Extract Excel Data as the processing type
    4. Click [Save]
Notes
    • The URL must point to a folder containing XLSX files.
    • Repeat the steps to connect multiple folders.
    • Image subfolders do not need to be added unless they contain XLSX data files.
      e.g. Parent Folder (containing XLSX files) - ADD Folder URL
      • Sub folder 1 (containing images only) - Folder URL not required
      • Sub folder 2 (containing images only) - Folder URL not required
      • Sub folder 3 (containing XLSX and images files) - ADD Folder URL

PPTX/PDF (File-to-Slide conversion)

Automatically convert PowerPoint (PPTX) and PDF files into Vibe-ready slides.
  1. Go to Add-On Modules > Azure API > Settings
  2. Under the SHAREPOINT FOLDERS tab:
    1. Click [+ NEW FOLDER]
    2. Enter the SharePoint folder URL in the URL field
    3. Select Convert Files to Images as the processing type
    4. Optional - Enter an email address to receive conversion limit alerts
    5. Click [SAVE]
IMPORTANT - Conversion Notes:
  1. When you save your changes, a message will appear:
    "When you link this folder, any PDF or PowerPoint files it contains will be automatically converted into JPG images.
    Please ensure the folder only contains files you want converted into slides.
    You receive 5 free conversions per month by default. To increase your allowance, please contact Vibe Support."
  2. A file conversion is triggered when a PPTX or PDF file is added or modified in the linked SharePoint folder.
  3. By default, you will receive 5 included file conversions per month. To increase your monthly conversion limit, please contact your Vibe Support team to discuss your options.
  4. When the monthly limit is reached, an email alert is sent to the address entered in the Email Notification field.

Create Vibe Slides

Follow the steps below to connect your SharePoint data to slides using supported templates.

Calendar

In the SharePoint Site dropdown, select a SharePoint Site Group that is linked to the calendar/events or site content you want to display in this slide

SharePoint Site Content

Set the Content Source to SharePoint Page Contentand wait for the slide editor refresh

SharePoint (File to images)

  1. Create or edit an existing Image Multi slide in your portal
  2. Set the Content Source to SharePoint (File to Images) and wait for the slide editor to refresh
  3. In the SharePoint File dropdown, select the PDF file or PowerPoint file that contains the data or content you want to display onscreen.

SharePoint (XLSX)

  1. Set the Content Source to SharePoint (XLSX) and wait for the slide editor refresh
  2. In the SharePoint Spreadsheet dropdown, select the Excel data template that contains the data or content you want to share onscreen.

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