> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# SharePoint Integration

> Connect SharePoint to Statisfy and index SharePoint or OneDrive files and folders into Knowledge Base datasets, either dataset-wide or per account.

### Connect SharePoint with Statisfy

The SharePoint integration lets you index files and folders from SharePoint and OneDrive into Statisfy Knowledge Base datasets. Once connected, you can attach a SharePoint source to any KB dataset — either as a set of URLs that apply to the whole dataset, or as an account-level custom field whose value carries each account's own SharePoint or OneDrive URL.

**Prerequisites:**

* **Admin access** to Statisfy (the integration is org-scoped — one connection serves the whole tenant)
* A Microsoft account that has access to the SharePoint or OneDrive files and folders you want to index

### What Gets Indexed

| File Type | Extensions |
| - | - |
| PDF | `.pdf` |
| Word | `.docx`, `.doc` |
| Plain text | `.txt` |
| Markdown | `.md` |
| CSV | `.csv` (indexed as plain text) |
| HTML | `.html` |

Excel and PowerPoint files aren't indexed yet. If you have a spreadsheet or presentation you want indexed, save it as a PDF in SharePoint and add the PDF instead. Files larger than 10 MB are skipped.

### Steps to Connect

1. **Log in to Statisfy.**

2. Open the **Integrations** page, select the **Admin Apps** tab, and click the **SharePoint** card.

3. In the **Connect SharePoint** dialog, click **Connect your account**. A Microsoft sign-in window opens.

4. Sign in with the account that has access to the content you want to index, and approve the requested permissions (read access to SharePoint sites and files, plus your sign-in and email address).

5. When the window closes, you'll see "Successfully connected SharePoint!" and the card shows as connected.

<Note>
  The connected account's SharePoint and OneDrive permissions determine what Statisfy can read. If a file or folder isn't shared with that account, Statisfy can't index it. Connect with an account that already has access to the content you plan to index, or share each file or folder with the connected account.
</Note>

### Add a SharePoint Source to a KB Dataset

After SharePoint is connected, you can attach SharePoint content to any Knowledge Base dataset. The source is added from the **Configure Dataset** dialog, which is only available after the dataset exists.

1. Open **Knowledge Base** and create the dataset if it doesn't exist yet.

2. Open the dataset, then click the **settings (gear)** icon in the top-right of the dataset page to open the **Configure Dataset** dialog.

3. Under **Connected Source**, click **Connect Source** and choose **SharePoint**.

4. Choose how the URLs should be applied:
   * **URL(s)** — paste one or more SharePoint or OneDrive folder or file URLs that apply to the whole dataset. Click **Add URL** to add another.
   * **Per-Account** — pick an account-level custom field; Statisfy reads each account's SharePoint or OneDrive URL from that field and indexes it scoped to that account.

5. Click **Add Source**, then click **Save Changes**. Statisfy starts syncing right away.

<Note>
  **Nested folders are included.** When you provide a folder URL, Statisfy indexes the supported files in that folder and in all of its subfolders, up to five levels deep (the folder you provide counts as level one). Folders nested deeper than five levels are skipped. If you need content from a deeper folder, paste that folder's URL as an additional source.
</Note>

### Supported URL Formats

Both folder and file URLs work. Paste them as you'd copy them from your browser or from SharePoint's or OneDrive's share options:

| Link | Example |
| - | - |
| SharePoint site, folder, or file | `https://yourtenant.sharepoint.com/sites/...` |
| OneDrive share link | `https://1drv.ms/...` |

Only SharePoint links (ending in `sharepoint.com`) and OneDrive share links (`1drv.ms`) are accepted. Other links show "Please enter valid SharePoint URLs". If you need help getting a link, see Microsoft's guide on [sharing files in OneDrive and SharePoint](https://support.microsoft.com/en-us/office/get-started-creating-managing-and-sharing-files-in-onedrive-and-sharepoint-123ff6b5-3c93-4a60-99d4-ca1bfb1734fe).

### Global vs Per-Account Mode

**URL(s) (global)** — One or more URLs apply to the whole dataset. Use this for content that's relevant across all accounts: product documentation, playbooks, internal guides.

**Per-Account (custom field)** — Statisfy goes through every account that has a value in the chosen custom field, treats each value as a SharePoint or OneDrive URL, and indexes that content scoped to the account. Use this when each account has its own folder of materials — onboarding decks, business reviews, contract folders.

A single SharePoint source uses **either** URLs **or** a custom field — not both. Choose the mode that matches how your content is organized.

### Folder Paths in the Documents List

In the dataset's documents list, each synced document's folder path is shown as a prefix in front of the file name — for example, `Playbooks/Enterprise/onboarding.pdf`, where `Playbooks/Enterprise/` is the folder path. The path starts at the folder you provided as the source and includes each subfolder down to the file's immediate parent, so you can tell apart files with the same name that live in different folders.

### Keeping Content Up to Date

* SharePoint sources refresh automatically once a day, picking up files that changed since the last sync.
* To sync right away, click the **refresh** icon on the SharePoint source card in the **Configure Dataset** dialog.
* Saving the dataset with changed URLs or a different custom field also starts a sync.

<Warning>
  Removing content in SharePoint doesn't remove it from Statisfy. Files you delete, move out of a synced folder, or stop sharing keep their already-synced documents. Delete those documents from the dataset if you no longer want them used.
</Warning>

### Disconnect SharePoint

Open the **SharePoint** card on the **Admin Apps** tab and click **Disconnect**. SharePoint sources stop syncing until you connect again; documents already synced stay in their datasets.

### Troubleshooting

<Accordion title="SharePoint is disabled in the KB dataset dialog">
  * If it says "Please connect SharePoint via Integrations", an admin needs to connect SharePoint at **Integrations → Admin Apps → SharePoint**.
  * If you just connected, close and reopen the dataset dialog to refresh the connection status.
</Accordion>

<Accordion title="Sync runs but a specific file isn't indexed">
  * **Check the file type.** Only the file types listed under [What Gets Indexed](#what-gets-indexed) are indexed.
  * **Check the file size.** Files larger than 10 MB are skipped — split the file or save a smaller version.
  * **Check sharing.** The connected Microsoft account must be able to open the file.
  * **Check the folder depth.** Files more than five folder levels below the URL you provided aren't synced.
</Accordion>

<Accordion title="Per-account content is missing for some accounts">
  * Only accounts with a value in the chosen custom field are synced. Check that the account's field holds a full SharePoint or OneDrive URL.
  * Check that the connected Microsoft account can open that account's URL.
</Accordion>

### Need Help?

For setup help, source configuration, or troubleshooting indexed content, contact [support@statisfy.com](mailto:support@statisfy.com).