Creating a Project from the MS Add-in

For Microsoft 365 Users

The Microsoft Add-in provides a convenient way to create projects directly from your Excel spreadsheet without switching between applications. Follow these steps to create a project using the MS Add-in:

Note: This method is only applicable when your primary document is an Excel spreadsheet stored in a global SharePoint site.

Note: Projects in Word documents are not supported currently

MS Add-in: Projects Configuration for SharePoint and OneDrive

Once the MS Add-in is deployed to your organization’s Microsoft Office tools, g-integrations@sifthub.io needs to be configured as a guest user for your particular account and Microsoft tenant, in order to enable creating a Project and Autofilling it successfully for the account. Here are the steps for the same.

Step 1: Invite g-integrations@sifthub.io as Guest user.

1. Go to Microsoft 365 Admin Center (https://admin.cloud.microsoft/)
2. On the left panel navigation, open ‘Users’ and click on ‘Guest users’

3. In the page that opens, click on ‘Add a guest user’.

This will redirect you on - https://portal.azure.com/

4. Select ‘Invite user’ and invite ‘g-integrations@sifthub.io’ as shown in the above screenshot.
5. Once invited, SiftHub will need to accept the Invite.

Step 2: Share your Microsoft Account Tenant ID with SiftHub

1. Go to the ‘Microsoft Entra admin center’ to get your Microsoft Tenant ID, using the following link (as an admin) - https://entra.microsoft.com/#view/Microsoft_AAD_IAM/TenantOverview.ReactView
2. Share the Tenant id with your SiftHub Customer Success Manager via email or chat.

Step 3: Authorize the link provided by SiftHub to allow the SiftHub guest user (g-integrations@sifthub.io) to read / write into the files shared with the user. 

1. SiftHub will share an OAuth Link.

Example Link Format: https://login.microsoftonline.com/{{external-tenant-id}}/oauth2/v2.0/authorize?&client_id={{sifthub-client-id}}&response_type=code&redirect_uri={{sifthub-redirect-id}}&response_mode=query&scope=https://graph.microsoft.com/.default&state=12345

2.  Click on this link and click on ‘Allow’.

Once done, start sharing the Excel files you want to Autofill or SharePoint folders (containing them) with g-integrations@sifthub.io as ‘Can Edit’ access.

Step 1: Access the Add-in

• Open the Excel spreadsheet in the browser or desktop that you wish to Autofill and collaborate on
• Click on the SiftHub Add-in icon in the Excel ribbon
• Login using your credentials

Step 2: Navigate to Projects Tab

• Click on the Projects tab in the top menu
• Locate and click the Create Project button

Step 3: Grant Access

On clicking Create Project, you'll be prompted to grant edit access of the file to SiftHub, if you haven't already done so. This is required so SiftHub can create an outline of the Project and Autofill it.

To grant access, add the following email address - g-integrations@sifthub.io with Edit Access to the file.

Step 4: Continue to Web App

• After granting access, click Continue. You'll be redirected to the Project Creation page in the Web App
• Complete the project setup by following the steps outlined in Creating a Project from the SiftHub Web App. Note: In the form that opens when creating a Project from the SiftHub Web App, the "Primary Document" field will be pre-populated with the Excel questionnaire from which you started creating the Project.

Create Projects only for Excel files hosted on SharePoint

While SiftHub supports connecting both your organization’s OneDrive and SharePoint as knowledge sources in your repository, the Add-in only supports populating creating a Project and Autofilling generated answers in Excel files hosted on SharePoint currently.

Please ensure you are in a file hosted on your organization’s SharePoint instance before performing any actions on the SiftHub Add-in to avoid potential issues.