How to connect Wrike with SharePoint

This "how-to-connect" documentation will explain the initial configuration of an example connection from Wrike to a SharePoint Online List in Office 365. We will be synchronizing data stored in Wrike.

This guide presupposes that you have installed the Layer2 Cloud Connector and that you are familiar with its basic functionality. The Layer2 Cloud Connector User Documentation will provide you with all necessary information.

Contents

1. Configuring Wrike

2. Configuring the Layer2 Cloud Connector

2.1 Creating a new connection

2.2 Configuring the Data Entity 1

2.3 Configuring the Data Entity 2

2.4 Running your connection

3. Hints and known issues

3.1 Connection direction

3.2 Data model

1. Configuring Wrike

Create a developer account at Wrike here. Log in and create a new app.

Open your app and copy the client id and the secret. Set the callback URL as shown in the figure.

2. Configuring the Layer2 Cloud Connector

2.1. Creating a new connection

Create a new connection by using the Create New Connection option in the Actions pane (right-hand side). The new connection will appear at the bottom of the Connection Manager List (left-hand side). Click on your newly created connection to open the connection configuration settings.

Choose a meaningful name for your connection and replace the current "New Connection" Connection Title with it.

Connections to Wrike are read-only. We will be choosing Left to Right das Synchronization Direction.

2.2. Configuring the Data Entity 1

We will now set up our Data Entities. Go to the data entity “Data Entity 1” to open the configuration settings.

Choose a Data Entity Title. It is recommended to give your entities meaningful names to maintain an overview when you decide to set up multiple connections.

Select the Data Provider for JSON from the data provider list. You can search for JSON by typing into the selection box.

For the Connection String, we need the information mentioned in step 1. You can copy the below connection string and adjust it to match your gathered information. Use the Verify Connection String option to evaluate if the provided connection string is valid.

OAuthVersion=2.0;OAuthRequestTokenURL=https://www.wrike.com/oauth2/token;OAuthAuthorizationURL=https://www.wrike.com/oauth2/authorize/v4;OAuthAccessTokenURL=https://www.wrike.com/oauth2/authorize/v4;OAuthRefreshTokenURL=https://www.wrike.com/oauth2/authorize/v4;OAuthClientId=yourid;OAuthClientSecret=yoursecret;CallbackURL=http://localhost:33333;InitiateOAuth=GETANDREFRESH;URI=https://www.wrike.com/api/v4/contacts;DataModel=FlattenedDocuments;	

• "OAuthVersion=2.0;" this property defines the OAuth version.
• "OAuthRequestTokenURL=https://www.wrike.com/oauth2/token;" this property defines the URL for the token endpoint.
• "OAuthAuthorizationURL=https://www.wrike.com/oauth2/authorize/v4;" this property defines the URL for the authorize endpoint.
• "OAuthAccessTokenURL=https://www.wrike.com/oauth2/authorize/v4;" this property defines the URL for the access token endpoint.
• "OAuthRefreshTokenURL=https://www.wrike.com/oauth2/authorize/v4;" this property defines the URL for the refresh token endpoint.
• "OAuthClientId=yourid;" this property must be set to the client id we got from step 1.
• "OAuthClientSecret=yoursecret;" this property must be set to the client secret we got from step 1.
• "CallbackURL=yourcallback" this property must be set to the callback URL we set in step 1.
• "InitiateOAuth=GETANDREFRESH;" this property should be set to an auto-generation from the refresh token.
• "URI=https://www.wrike.com/api/v4/contacts;" this property is set to the endpoint from the API we are getting data from.
• "DataModel=FlattenedDocuments;" this property says the nested JSON attributes should be unwrapped.

The Select Statement text box is used to define specific data queries. We will be gathering all the data from the JSON answer. You can copy the below select statement and adjust it to match your needs. Save your changes by using the right-hand pane option Save Changes.

SELECT * FROM json

To check if all necessary columns are received, you can use the Preview Data option on the right-hand pane which will provide you with a pop-up window showing your sample data from your Wrike entity.

2.3. Configuring the Data Entity 2

We are going to send the data to a custom SharePoint Online list. It's required that you set up this list prior to the next steps. Your list should contain matching columns according to your source entity.

Use the left-hand pane to switch to the data entity "Data Entity 2". We will be using the Layer2 SharePoint Provider for this setup. 

For more information about the SharePoint provider visit:

https://www.layer2solutions.com/support/cloud-connector-faqs/layer2-csom-sharepoint-ado-net-provider.

You can copy the below Connection String which contains the minimum of required properties to connect to your custom SharePoint Online list.

URL=https://your_custom_sharepoint_list_url/AllItems.aspx;Authentication=Microsoft_Modern;

• "URL=https://your_custom_sharepoint_url/AllItems.aspx;" this property defines the URL of your custom list that will be addressed.
• "Authentication=Microsoft_Modern;" this property will determine the authentication method used. Microsoft_Modern is the default authentication method to access Microsoft Office 365 / SharePoint Online and should work in most cases, even if the SharePoint site is connected to an ADFS. This authentication does not need any further connection string settings, other than the URL of the connected system.

Save your changes by using the right-hand pane option Save Changes.

In the next step, we will configure our mapping settings. Click on the Mappings option on the left-hand pane. If your fields from SharePoint are named identical to the fields from your source system, the Enable Auto Mapping option will match those columns. Disabling this option allows you to match your columns as needed. We enabled auto-mapping in our setup. Save your changes by using the right-hand pane option Save Changes.

2.4. Running your connection

To run your connection switch back to the main connection configuration node and use the Run Now Button located on the bottom of the setup page. The Run Synchronization Toolbox will also display the synchronization process. 

Below is a data preview of the information we have access in our source entity:

This will be the result in our SharePoint Online list after our initial successful synchronization:

3. Hints and known issues

3.1. Connection direction

As far as tested, this connection supports read operations only.

3.2. Data model

You can see other endpoints from the Wrike API here.

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