Sharepoint is a web-based, collaborative platform that integrates with Microsoft Office and allows you to store and share files. A SharePoint is organized in sites with each containing their documents in folders that can be leveraged via a data source.

Prerequisites

Before you create a SharePoint content data source, you need to ensure you have configured a credential in Admin > Models & credentials.

There are two ways to access SharePoint content:

1. With a username and password. In this case, you should create a SharePoint credential.

2. With an Azure application. In this case, you should create an Azure application for SharePoint credential.

Adding SharePoint content

To add a new SharePoint content data source,

• Go to Build > Data sources > External integrations.

• Click the Add integrations button;

• Next, click the SharePoint content tile and provide the following information:

  • Name the data source;

  • Select an existing credential for SharePoint, or click the Add a credential button if you don’t have any configured.

  • Choose who to share this data source with: Only me or Builders.

  • Specify the Site path where your SharePoint content is located, in the following format /sites/mysite.

  • Optionally, you can specify the Folders' paths. By default, the folder path Shared Documents, which corresponds to the main default Documents folder, is specified.

  • Select the Language of your SharePoint files;

  • Optionally, you can specify Regex patterns to exclude specific files. Regex patterns follow this format: .*\ + the file extension you want to exclude, e.g. .*\.mp4 will exclude all MP4 files.

  • Add a description for your data source;

Finally, click the Save button to add this new integration to your data source repository.

What’s next?

Now that the data source has been created, you can select it when creating an agent.