SharePoint

Owned by Marion Cargill
Last updated: yesterday at 11:17 am
2 min read

Sharepoint is a web-based, collaborative platform that integrates with Microsoft Office and allows you to store and share files.

If your organization possesses files stored in a SharePoint site, you might want your agents to leverage their content to answer users' queries. This can be done by creating SharePoint credentials that will give access to your SharePoint tenant by using the provided SharePoint credentials. These credentials can then be used to access a specific SharePoint site via a Microsoft SharePoint data source.

Note that connecting to your SharePoint can also be done via Azure Application for SharePoint credentials, which uses the credentials of an Azure Application instead of the usual SharePoint username and password.

Adding SharePoint credentials

Before creating SharePoint credentials, you must first ensure you possess a SharePoint site and an account to access this site and its content. We recommend using a service account.

Below are the steps to create new SharePoint credentials:

  1. Go to Administration > Credentials;

  2. Click Add credentials to create a new credential;

  3. Select the SharePoint card;

  4. Next, name your credentials, e.g. SharePoint account Jean;

  5. Select who to share the credentials with. This will determine who can use your credentials in the data sources. If you want to keep these credentials private, select Only me. If you want to share them with other builders, select Builders.

  6. Type the Tenant URL of your SharePoint, such as https://konverso.sharepoint.com.

  7. Provide the Username to connect to this site: this corresponds to the email address that will be used to access the files.

  8. Provide the Password associated with the given email address:

    1. An app password for the account,

    2. OR the actual password of the account. Note that, in this case, Multi-factor authentication (MFA) must be disabled.

The provided account must at least have been given access to the site as a guest and have reading and downloading permissions.

  1. Click Add credentials on the top right of the page to finalize the creation.

The new credentials are now available in the Credentials list. You can now use them when creating a new Microsoft SharePoint data source.

What’s next?

Learn how to create a Microsoft SharePoint data source that uses your credentials by reading this page: Microsoft SharePoint.