Datasnipper

Connect SharePoint or OneDrive to DataSnipper for Excel to browse, search, and import files without leaving Excel. Covers connecting, manual import, Excel Agents import, and working with imported files.

How to use the integrations in DataSnipper for Excel

IT admin setup guide for enabling DataSnipper's SharePoint and OneDrive integrations, including Microsoft 365 admin consent links, what consent grants, and the security and privacy model.

How to enable the SharePoint and OneDrive integrations in DataSnipper

Setup guide for DataSnipper Implementation Managers and end users to configure the Suralink integration with DataSnipper licenses.

How to configure Suralink to DataSnipper licenses

Guide for Azure administrators to create an Azure AI Services resource for DataSnipper Text Recognition (OCR), then share the key and endpoint so DataSnipper can build a company-specific installer.

How to deploy Text Recognition on your private Azure tenant

Use DataSnipper formula tags (DS_SEARCH and DS_COORDS) to automatically create Snips from a 3rd party application when a workbook is opened in DataSnipper.

How to write snips with a 3rd party application using the DataSnipper formula

Manage your organization's Suralink API keys directly in the Dashboard under Integration Settings, without contacting support.

How to manage API keys for the Suralink integration

Integrations

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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