SharePoint connector

The SharePoint connector retrieves files from Microsoft SharePoint.

For more information about the supported file formats, see Supported formats.

You need a Microsoft 365 account to use the SharePoint connector.

1. Choose an option:

   • If you want to create a dataset, click Catalog > Datasets and click the New dataset button.

   • If you want to add a source to an existing dataset, click Catalog > Datasets and select the desired dataset. Then, click Add a source.

2. In the wizard that opens, select SharePoint under the Configure a remote service section.

3. Select an existing SharePoint connection or create a new connection.

4. If you want to create a new connection, perform the following steps:

   1. Click Sign in with Microsoft and connect to your Microsoft 365 account.

   2. After evaluating the permissions requested, click Accept to grant authorization to the SharePoint connector to access your SharePoint folders and files.

   Your Office administrator approval might be required before you can use the SharePoint connector.

5. Under Retrieve the file, click Browse SharePoint.

6. From the dialog box that appears, select the file to be used a source.

7. From the preview of the first 20 records that appears, configure the source.

8. Configure the dataset information or use the prefilled values:

   • In the Dataset name field, enter the title for this dataset.

   • In the Dataset technical identifier field, enter a meaningful identifier for this dataset.