SharePoint integration
The SharePoint integration keeps your project files organized in your firm's SharePoint site. Each time someone creates a project in EVX Software, EVX Software creates the project's folder in SharePoint, with the same set of subfolders every time, such as Client Instruction, Correspondence and Emails, Desk Study, and Drawings. Your team finds every project in the same place and in the same shape, without creating folders by hand.
Setting it up takes two people: someone who manages your firm's Microsoft account, to register EVX Software in Microsoft Entra, and a Super Administrator in EVX Software, to enter the settings.
Jump to:
- How it works
- Before you start
- Register EVX Software in Microsoft Entra
- Set up the integration in EVX Software
- If folders aren't created
- Example: one folder structure for every site investigation
How it works
- When. The folders are created at the moment the project is created.
- Where. In your SharePoint site, inside the document library and the root folder you choose, EVX Software creates one main folder per project.
- What. Inside each project folder, it creates the subfolders in your Project subfolders list.
- How it connects. EVX Software signs in to SharePoint with an app your firm registers in Microsoft Entra, using its client ID and client secret instead of a user name and password.
Before you start
You need:
- A SharePoint site for your projects, such as
example.sharepoint.com/sites/Projects, and its document library, commonly Documents. - An account in the Microsoft Entra admin center with at least the Application Developer role, to register the app.
- A Super Administrator account in EVX Software.
Register EVX Software in Microsoft Entra
These steps follow Microsoft's guide, Register an application in Microsoft Entra ID. Microsoft changes its screens from time to time; if a label differs, follow its guide.
- Sign in to the Microsoft Entra admin center.
- Go to Entra ID › App registrations and click New registration.
- Name the app, such as "EVX Software SharePoint", choose Single tenant only, and click Register.
- On the app's Overview page, copy the Application (client) ID and the Directory (tenant) ID.
- Go to Certificates & secrets › Client secrets and click New client secret. Add a description, choose when it expires, and click Add.
- Copy the secret's Value right away. Microsoft shows it only once. Don't copy the Secret ID, which isn't the secret.
The app also needs permission to create folders in your SharePoint site. Without it, the folders aren't created.
A client secret expires on the date you choose. When it expires, new projects stop getting folders. Create a new secret before then and enter it in EVX Software.
Set up the integration in EVX Software
- As a Super Administrator, go to Settings › General › SharePoint Integration.
- Fill in the fields:
| Field | What to enter |
|---|---|
| Base URL | Your SharePoint address, such as example.sharepoint.com. |
| Site path | The path of the site where project folders go, such as /sites/Projects. |
| Document Library Name | The document library to use, commonly Documents. |
| Root projects folder | The folder inside that library that holds every project folder. |
| Tenant ID | The Directory (tenant) ID, or your Microsoft domain, such as yourdomain.onmicrosoft.com. |
| Client ID | The Application (client) ID you copied. |
| Client Secret | The secret Value you copied. |
| Project subfolders | The subfolders to create in every project folder, separated by commas. |
- Leave Username and Password empty if the screen shows them. They are no longer used.
- Save the changes.
- Create a test project and check that its folder and subfolders appear in SharePoint.
If folders aren't created
- Check the sign-in values. A wrong tenant ID, client ID, or client secret stops folder creation. Copy them again from Microsoft Entra.
- Check the secret's expiry date. An expired secret stops folder creation for every new project.
- Check the app's permissions. The app must be allowed to create folders in the site.
- Check the names. Site path, Document Library Name, and Root projects folder must match SharePoint exactly.
Example: one folder structure for every site investigation
An environmental consulting firm keeps its project files in a SharePoint site at /sites/Projects. Its administrator sets Project subfolders to "Client Instruction, Correspondence and Emails, Desk Study, Drawings, Field Data, Reports". When a project manager creates the project for a new Phase I assessment in EVX Software, its folder appears in SharePoint with those six subfolders, and the field team uploads site photos to Field Data the same day.
What you can do next
- Integrations for the other systems EVX Software connects to.
- Documents for the files you keep in EVX Software.
- Projects for how projects are created.