Version: eXtendFiles 1.8.4 and above
Audience: NetSuite Administrator, Microsoft 365 Global Administrator

Overview

This article shows how to connect eXtendFiles to Microsoft OneDrive/SharePoint so files uploaded in NetSuite are stored in your Microsoft 365 environment.

Before You Start

To complete your OneDrive/SharePoint configuration, you will need one user with the following roles:

  • A NetSuite role with Administrator access.
  • A Microsoft 365 account with the Global Administrator role.

Set Up Your SharePoint Site

In this section you will:
  • Choose your site.
  • Configure your site.
  • Create a folder to store your eXtendFiles.

Choose Your Site

Browse to your SharePoint Admin Center to choose your default site, another existing site, or to create a new site for eXtendFiles storage. 


eXtendFiles can connect to the default SharePoint site and to SharePoint sites. Subsites are not currently supported.

Default Site

To identify your default site under Active Sites, look for a site with a URL like https://yourcompany.sharepoint.com.

New or Existing Site

Any other site, other than your default site, will have the /sites/ or /teams/ path after the domain (https://yourcompany.sharepoint.com/sites/sales).

If you create a new site, you can choose either a Communications site or Teams site. Either one is fine.

Important: Your site name and the eXtendFiles storage folder name cannot contain spaces. Use one-word names or utilize dashes. (e.g. MySite; My-Site; etc.) 

Configure Your Site

Confirm Your SharePoint Site Access (Important)

Your SharePoint site privacy and permissions must allow the intended users to access the site and stored files.

  • If the site is Private, only users added as site members (or otherwise granted permissions) can access the site and its content.

  • If the site is Public, users in your organization can find the site, but access to content still depends on SharePoint permissions.
If users can upload files but cannot open them later, this is usually caused by SharePoint permissions (site, library, or folder permissions) or link-sharing restrictions.

Create a Folder in SharePoint

For instructions on creating the folder in SharePoint, see Create Directory in SharePoint for use with eXtendFiles.

Confirm your SharePoint environment allows the external sharing behavior you want. See Required SharePoint Permissions to Use eXtendFiles.

Configure OneDrive/SharePoint Storage in eXtendFiles

In this section you will:
  • Set your storage type.
  • Set your storage folder.
  • Set your SharePoint site.
  • Consider optional preferences.

  1. In NetSuite, go to eXtendTech → eXtendFiles → eXtendFiles Configuration.

  2. Under Storage Settings → General, set Storage Type to OneDrive/SharePoint.

Set Your Storage Folder

In the Directory Path field, enter the folder name where eXtendFiles should store your uploads. This would be the name of the folder you created earlier in this article.


Set Your SharePoint Site

If you are using a SharePoint site other than your default site, in the SharePoint Site Name field, enter the SharePoint site name. Do not enter the full URL.

Example: If your URL is https://mycompany.sharepoint.com/sites/mysite/, only enter MySite.

Site ID is automatically populated after authentication.

Leave the SharePoint Site Name field blank if you have chosen to use your default SharePoint site. The Site ID field will remain blank.

Optional preferences

  1. (Optional) Enable User Based File Upload if you want users to upload as themselves.

  2. (Optional) Enable System User With Private Upload if you do not want eXtendFiles to generate shared URLs.


If System User With Private Upload is enabled, the eXtendFiles URL on the eXtendFiles record can only be opened by users who already have access to the configured OneDrive/SharePoint account and folder.

Authenticate with Microsoft 365

  1. Click Click to Authenticate.


  2. If you do not see Consent on behalf of your organization, or you see a justification prompt, make sure you are signing in with a Global Administrator account.

  3. When prompted, click Accept to authorize the permission request.
If you recently created the SharePoint site, it can take about an hour for the site to become available in the SharePoint API. If you see “resource not found” or “unable to find site by name”, wait and try again.

Confirm the Connection

After authentication, confirm Site ID and Folder ID are populated.