Register account and get API key

Register account

First of all, you need to register Plumsail Account. This account is used to manage Plumsail Actions and Plumsail Forms products.

It is better to use your active email address. The subscription will be linked to this address.

If you already have an account, just sign in to account.plumsail.com.

Generate API key

You need to navigate to the “API Keys” section and click “Add new”. Then select type of API key according to your needs.

API keys

SharePoint - Admin permissions

Plumsail Actions will connect to SharePoint using permissions of tenant admin. Fill SharePoint Online address below and grant them by signing in under SharePoint tenant admin user.

API keys

SharePoint - Custom credentials

This type of key allows SharePoint actions to work under account of specific user. You need to fill account name and password for your user:

API keys

Note

To use this type of the API key, you need to create App passwords . Otherwise, it is necessary to disable multi-factor authentication (MFA) for a user under whose account the key is generated. Actions using the key will have the same level of permissions as the user.

Basic

It allows you to execute Plumsail Actions that don’t require access to SharePoint. Use it with Parse CSV, Regular Expression Match and other similar actions.

API keys

Copy and use API key

Once you created an API key, you can see your key right in the “Secret” column. You can also change a name of a key by clicking on it in the “Name” column:

API keys

Now you can copy and use it in: