How to connect MS Excel account

Step 1: Register an Application in Azure AD

1. Sign in to the Azure Portal and sign in with your Azure account.
2. Register a new application by going to Azure Active Directory. Under Manage, select App registrations.
3. Click on New Registration.
4. Enter a name for your application (e.g., "Excel 365 Integration" or "Keragon View").
5. Choose the appropriate Supported account type (Single tenant or Multi- tenant).
6. For the Redirect URI, select Web and enter
   1. https://api.us-east-1.keragon.com/rest/auth/callback
   2. https://api.us-1.keragon.com/rest/auth/callback
7. Click Register.

Step 2: Retrieve the Client ID and Tenant ID

1. Client ID: After registering, you will be redirected to the application's overview page. Copy the Application (client) ID. This is your Client ID.
2. Tenant ID: On the same overview page, copy the Directory (tenant) ID. This is your Tenant ID.

Step 3: Generate a Client Secret

1. In the left-hand menu, select Certificates & secrets.
2. Under Client Secrets, click New Client secret.
3. Provide a description (e.g., "Excel 365 Secret") and select an expiration period (e.g., 6 months, 12 months, etc.).
4. Click Add.
5. Copy the Value of the newly created client secret immediately as it will not be shown again. This is your Client Secret.

Step 4: Configure API Permissions

1. On the application's overview page, select API permissions from the left- hand menu.
2. Click Add a permission.
3. Select Microsoft Graph.
4. Choose Delegated permissions (or Application permissions based on your need).
5. Add the following permissions:
   1. email
   2. Files.Read
   3. Files.ReadWrite
   4. offline_access
   5. openid
   6. profile
   7. User.Read
   8. User.ReadWrite
   9. Additional permissions as required (in total, ensure you have 13 permissions).
6. Grant Admin Consent (if necessary): If your application requires admin consent, click Grant admin consent for {your tenant}.

Step 5: Connect to Keragon

1. In your Keragon dashboard, go to the Authentication tab
2. Create New Connection: Click on Create New.
3. Search for Excel and select it.
4. Paste the Client ID you copied earlier.
5. Paste the Client Secret.
6. Click Connect.
7. You may see a permissions prompt. Click Accept.