Configure SharePoint for Backups and Recordings

SharePoint Root Site

Introduction

Prerequisites:

  • SharePoint License
  • Microsoft 365 - 3CX integration configured and working
  • Only the root SharePoint site can be used at the moment
  • At least one folder has to be created inside the root site

Step 1. Find the SharePoint Root Folder

Locating the SharePoint Root Folder

  1. Go to https://admin.microsoft.com/sharepoint 
  2. Click on Active Sites (Left Menu)
  3. Find your root SharePoint site. Check the URL column to find the site which has the URL https://[domain].sharepoint.com → Click on the root SharePoint site link.

Step 2 - Create a Backup Folder

Creating the Backup Folder

  1. Now click on Documents at the top.
  2. Click New and create new folder for backup/recordings

Step 3 - Configure Remote Storage

  1. Go to Admin Console > System > Storage.
  2. Enable Remote Data Storage & Archive.
  3. Set Location Type to SharePoint, then select the folder/path.
  4. Enable Archiving for Chat Files, Faxes, Recordings, Voicemails & Backups.

See Also

Last Updated

This document was last updated on 10 September 2026

https://www.3cx.com/docs/manual/sharepoint/