Integrating SharePoint with Sprinklr
Updated
By integrating your SharePoint/OneDrive with Sprinklr, you can upload assets like documents, presentations, excel files, image, videos and more directly from your Microsoft account to your Campaigns, Sub-campaigns, Messages and Requests. To do this, you will need to authenticate your Microsoft ID with Sprinklr.
When uploading an attachment to a Campaign, Sub-campaign, Message or Request, select the SharePoint/OneDrive option from the media uploader. If you don't already have a Microsoft account authenticated with Sprinklr, click Authenticate OneDrive to do so. You may need approval from your IT team before you can authenticate.
Once your Microsoft account is authenticated, you can attach your OneDrive or SharePoint files as reference links by navigating through the OneDrive folders or SharePoint libraries. These attachments are NOT migrated to Sprinklr; instead, a reference is created.
To honor OneDrive's file-sharing governance, Sprinklr does not generate previews for these files. Users can click through to access the files natively.