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SharePoint integration for Creatio

The connector is designed to facilitate the upload, download and deletion of files directly from Creatio UI. The plug-in can be used by organizations that use/intend to use SharePoint Office 365 as a Document Repository for Creatio.
    Product description

    SharePoint integration for Creatio is designed to facilitate the upload, download and deletion of files directly from Creatio UI.

    Use cases:

    The connector can be used by organizations that use/ intend to use SharePoint Office 365 as a Document Repository for Creatio.

    Key features:

    • Configure OOTB and custom sections to integrate with SharePoint.
    • Configure directories and sub-directories for each section.
    • Create directories to which files uploaded from ‘Attachments Detail’ in each section must be sent via REST API.
    • Upload files to specific folders in SharePoint Document Repository through Creatio via SharePoint REST API.
    • Download files from folders from the Document Repository via SharePoint REST API.
    • Delete an existing file from a folder in SharePoint via REST API.
    • Freedom UI compatible.


    1. The SharePoint plugin leverages the SharePoint Add-in model, which uses the hostname to authenticate and subsequently use REST APIs with bearer tokens to perform Folder Creation, File Upload, Download, and Delete operations.
    2. The connector supports SharePoint 2013/2016/2019/Online versions.
    3. The connector requires an active SharePoint Subscription.
    SharePoint integration for Creatio cloud / on-site subscription
    $ 499
    / year
    The connector requires an active SharePoint Subscription.
    The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

    Terms & Conditions

    Support is available for this application.
    Support conditions

    Support is provided by the developer within the "Basic" and "Business" packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

    Support contacts
    Product compatibility
    All products on Creatio platform
    8.0.0 and up
    MS SQL
    .NET Framework
    Deployment options
    Account data sharing

    By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

    The App Developer will process your data under their privacy policy.

    Guides and manuals

    Follow the documentation to generate Client Id, Client Secret, Tenant Id/Realm Id and Site Id.

    These values must then be configured in Creatio system settings.

    What's new?
    Version 3.2
    UI Enhancements
    Version 3.1
    Pre-existing files from the Creatio DB can be uploaded to SharePoint.
    Version 3.0

    Added support for Freedom UI
    Migrated from deprecated Microsoft Rest API (SharePoint Add-in Model) to advanced Graph API. Note: If you are an existing user of the Psiog SharePoint Integration for Creatio from before this upgrade (as of 29th Dec 2023), kindly refer section
    8.2 of the documentation to set up the Azure AD App and re-configure the system settings.

    Version 1.1

    Ability to get Secure Shareable Link for files uploaded to SharePoint

    Version 1.1

    Added validation for file and folder names to prevent SharePoint errors while creating folders or uploading files. The validation is restricted to special characters such as / \ | : ? which are not allowed when creating folders or uploading files that are named with such characters.

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