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 Microsoft SharePoint data source, you need to ensure you have configured SharePoint credentials in Admin > Credentials.

There are two ways to access SharePoint content:

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

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

Adding a Microsoft SharePoint data source

To add a new Microsoft SharePoint data source,

• Go to Build > Data sources > External integrations.

• Click the Add external integrations button;

• Next, click the Microsoft SharePoint card and provide the following information:

  • Name the data source;

  • Select existing credentials for SharePoint;

  • Add a description for your data source;

  • 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, this is the Shared Documents folder, which corresponds to the main default Documents folder.

  • 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.

Finally, click the Add external integration 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.