Setup service account for O365 Excel

Setting Up a Microsoft Service Account for Office 365 Integration

Here are the steps to create a Microsoft service account for use with Office 365 in Smaply.

Step 1: Register an App in Azure

1. Go to the Azure Portal and navigate to App Registrations.

2. Click New registration.

   
3. Set Supported Account Types to:

   • Accounts in this organizational directory only (Single tenant).

Step 2: Find Your Registered App

1. Search for the app you created in Step 1.

Step 3: Create a Client Secret

1. Navigate to Certificates & Secrets.

2. Under Client Secrets, click + New client secret.

   
3. Copy and save the generated Client Secret securely. You will need it later.

   

Step 4: Set API Permissions

1. Go to API Permissions > Add a permission.

2. Choose Microsoft Graph.

3. Under Application permissions, add Files.Read.All.

   
4. Click Grant admin consent for Default Directory.

Required Information for Smaply Integration

You will need the following details to configure the integration:

• (A) Client ID

• (B) Tenant ID

• (C) Client Secret

  

🚀 Congratulations! You have successfully set up a service account for Office 365.

Now! Go to Smaply Integration Configuration

Troubleshooting

• Ensure you have set up the Client Secret and API Permissions correctly in Azure.

• Verify that you have granted admin consent for Microsoft Graph permissions.