IMPORTANT
The Synchronizer uses ACS for the CSV synchronization. This means that on April 2, 2026, the CSV synchronization will no longer work for any environments that have not been migrated.
Requirements Prior to Migration
- Global Microsoft Administrator
- Access to the Automation Center
Preview of the Migration Process
The migration process will include granting two new Automation Center permissions while removing the old SharePoint ACS usage.
Admin Consent
Admin consent will require additional permissions:
- The permission labeled “Have full control of all site collections” is a delegated permission. This means the application can only access sites that the signed-in user (in the Automation Center) already has access to.
- This permission is required temporarily to assign another permission: “Access selected site collections” — used to save the connection between the Synchronizer and the SharePoint site.
- Once the preferences have been saved, you may revoke the “full control” permission if you wish.
The “Access selected site collections” permission allows the system to access the specific site you choose in the settings. It will be used on an ongoing basis by the Synchronizer service to process CSV files.
Migration Steps
IMPORTANT
We recommend that these steps be completed by a Global Administrator as admin consent may be required.
- Navigate to the Automation Center.
- Go to the Synchronizer > Settings.
- Scroll down to the Use CSV from SharePoint library section.
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Select Update SharePoint Permissions
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Click the Continue button.
- Accept the permissions.
- The migration is complete.
Video Walkthrough of the Migration Process
Watch the following video for a walkthrough of the Synchronizer migration process.
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