Follow these steps to access and configure SharePoint Contact Integration.

Step 1: Access the Plan Configuration

1. Navigate to Plans.
2. Select the relevant plan.
3. Click Edit Plan.
4. Scroll to Contact Management → SharePoint.

Step 2: Enable Unified Contact Management

1. Locate Enable unified contact management in the Plan Settings panel.
   
2. Toggle Enable.
   
3. In the Contact Management section in the Plan Settings panel, locate SharePoint.
   
4. Toggle Enable.
5. Two additional fields will appear. 
   These fields must be completed for YakChat to connect and retrieve contacts. 
   1. SharePoint Site URL – URL of the SharePoint site containing the list.
   2. List Name – Name of the SharePoint list containing contact records.

Supported SharePoint Sites and Lists

1. Classic Experience: uses Contacts Lists templates
2. Modern Experience: uses Generic Lists templates

Note: SharePoint contact lists must contain required fields. See Required SharePoint Contact Fields below.

The Grant Permissions button authorizes the YakChat Contact Lookup Services application to access the Microsoft 365 tenant.

Requirements

1. The user performing this action must be a Microsoft 365 tenant admin.
2. Non-admin users cannot grant permissions; Microsoft will block consent.
3. A Microsoft consent screen will display the full list of required permissions.

Permissions Requested

• Contacts.Read (Application) – Read contacts in all mailboxes (Outlook contacts)
• Sites.Read.All (Application) – Read items in all SharePoint site collections (SharePoint contacts)

YakChat requests a combined set of Microsoft Graph application permissions used for both Outlook and SharePoint contact lookups. Both permissions must be approved in the Microsoft consent window.

Step 1: Grant Permissions

1. Click Grant Permissions.
2. Approve the Microsoft permissions consent screen.

Step 2: Test Permissions

1. Click Test Permissions to validate the connection.
2. This performs an API call to confirm:
   1. The grant was successful.
   2. YakChat can access the required endpoints.

The status returned will indicate success or error. This test validates access only; it does not confirm list contents.

For YakChat to import contacts correctly, the SharePoint list must include at least one field from each required group. Columns are case-sensitive. 

Required Name Field:

• Title (Despite the name, this maps to Surname in Classic Contact Lists)

Phone Fields (at least one required):

• CellPhone
• WorkPhone
• HomePhone

Accepted Fields:

There are seven column names that may be used in a Modern list.  All other columns will be ignored.

• Title 
• FirstName 
• CellPhone 
• WorkPhone 
• HomePhone 
• Email 
• Comments 

All fields must contain text values. Phone numbers should be formatted for conversion to E.164, but strict formatting is not required.

To add contacts quickly for use with YakChat.

1. Create an Excel spreadsheet containing the contact details.
   • A maximum of five fields can display in the messaging app.
   • The Title field is required and typically contains the last name.
   • Only one phone number is shown in the app; only the first phone field from left-to-right will display.
2. Create a Modern SharePoint list.
   
1. Navigate to the SharePoint site where the list will live.
2. Select New → List from the site’s command bar.
   
3. Choose a name for your list. 
   
4. Add columns matching the required fields on your spreadsheet.
   
5. Set all columns to Text/SingleLineText type in the list.
3. Copy the contact rows (without including the column headers) from the spreadsheet.
4. In SharePoint:
   1. Click Edit in grid view.
   2. Click Add new item (do not click within the text box).
   3. Paste the rows using Ctrl + V.

Column names and field types cannot be changed once created. Data can be modified after creation.

• Contact Management - Edit a Contact
  
• Contact Management - Import Contacts