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      Sharepoint and Teams Datasource

      Syncronize content from your MS Sharepoint and Teams document libraries to Paradigm

      This page contains the setup guide and reference information for the Microsoft SharePoint source connector.

       

      Info: The Microsoft SharePoint source connector pulls data from a specified SharePoint Document library and folder. If configured with the recursive option, it will include all subfolders in the sync. All files in the specified folder and subfolders will be considered.

      Prerequisites

      • Tenant ID - Azure AD tenant identifier
      • Client ID - Azure AD application identifier
      • Client Secret - Azure AD application secret
      • Site Name - Name of the SharePoint site
      • Folder Path - Url to the folder you want to sync

      Setup guide

      The Microsoft SharePoint source connector supports authentication through the application-level OAuth client credentials flow (Microsoft's equivalent to Google's service account approach).

      Step 1: Create an Azure AD application

      1. Login to the Azure Portal
      2. Click the upper-left menu icon and select Azure Active Directory
      3. Select App Registrations
      4. Click New registration
      5. Register an application:
        • Name: Enter a name for your application
        • Supported account types: Select Accounts in this organizational directory only
        • Click Register
      6. Record the Application (client) ID and Directory (tenant) ID which will be used for authentication

      Step 2: Generate a Client Secret

      1. From your registered application page, select Certificates & secrets
      2. Click New client secret
      3. Provide a description and select an expiry period (e.g., 1 year)
      4. Click Add
      5. IMPORTANT: Copy the generated client secret value immediately - you won't be able to see it again

      Step 3: Assign API Permissions

      1. From your registered application page, select API permissions
      2. Click Add a permission
      3. Select Microsoft Graph
      4. Select Application permissions
      5. Add the following permissions:
        • Sites.Read.All
        • Files.Read.All
      6. Click Add permissions
      7. Click Grant admin consent for [your organization] to activate the permissions

      Step 4: Configure the SharePoint Connector in Paradigm Admin

      1. Navigate to the Datasource section in your Paradigm admin interface

      2. Create a new datasource of type SharePoint

      3. Add your credentials in the required fields:

        • tenant_id: Your Azure AD tenant identifier

        • client_id: Your Azure AD application identifier

        • client_secret: Your Azure AD application secret

        • site_name: Name of your SharePoint site

          The site name is basically the title of your SharePoint site 

      4. Click on New import to configure a new import configuration.

        1. In the Filter criteria, specify the following:

          • folder_path: Paste the URL of the SharePoint folder you want to sync.

            // should look like something like that:
            <https://mysharepointtenant.sharepoint.com/sites/CommunicationSiteParadigmTest/Shared%20Documents/Forms/AllItems.aspx?id=%2Fsites%2FCommunicationSiteParadigmTest%2FShared%20Documents%2F0%20%2D%20Folder%20level%200&viewid=4ac924c4%2D7e2f%2D58ce%2D8d2b%2D96aedd9a5e25>

            (To synchronize an entire document library, set "root" in the folder_path)

          • recursive: Enable or disable subfolder syncing (defaults to True)

        2. Workspace: Select where the files will appear
        3. Frequency: Set how often synchronization should occur
        4. Priority: Set the relative importance compared to other import configurations

      5. Click SAVE and wait for the tests to complete.

      You're All Set! ✅

      Key Features of the SharePoint Connector

      Incremental Synchronization

      The connector uses Microsoft's delta API to efficiently sync only changed files between runs. This approach:

      • Reduces bandwidth and processing requirements
      • Captures all file changes (creations, updates, deletions)
      • Maintains state between synchronization runs via a delta token

      Authentication & Access

      • Uses application-level authentication (not user-specific)
      • Captures changes made by all users within the SharePoint site
      • Automatically handles token renewal for continuous operation

      Limits and Considerations

      • The connector respects configured document limits (DATASOURCES_MAX_DOC_PER_IMPORT)
      • Checks file size limits before connecting
        ( MAX_DOCUMENT_SIZE ) 
      • Filters by supported MIME types
      • The recursive option determines whether subfolders are included (default to yes)

      Troubleshooting

      If you encounter connection issues:

      1. Verify that all credentials (tenant_id, client_id, client_secret) are correct
      2. Ensure the application has been granted admin consent for the required permissions
      3. Confirm the site_name is correct and accessible to the application
      4. Check that the folder_path exists within the specified site
      5. For specific error messages, consult the import session page for detailed information

      For persistent issues, please contact the development team with specific error messages and timestamps.