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Connecting Microsoft SharePoint

Log in through the Contextual AI UI and follow these steps to configure SharePoint as a data source.
You can sync OneDrive data via the SharePoint connector. For detailed instructions, please see Connecting to OneDrive via Sharepoint

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1. Set Data Source Name & Type

  • Click Datastores in the left-hand pane, followed by the Create button in the top right.
  • Give your datastore a unique name, then select Third-Party Connection as the method for adding content to your datastore. Click the Next button.
  • On the Connection Setup page, you can set up auto top-off to automatically add credits when low, or click Skip for now to bypass this step.
Note: Auto top-off is recommended in On Demand mode to prevent ingestions from failing halfway if you use up your balance.

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2. Review Access Levels & Set Account Type

  • Click the Connect button next to SharePoint.
  • Confirm Contextual AI’s read/write access levels and review the end user terms. Click Next to continue.
  • Select your Account Type: Admin account (read-only)** - You are setting up a connection for your organization and have admin access to your data source. User account (read-only)** - You are setting up a personal connection or do not have admin access to your data source.
Please refer to this link for a full list of permissions you need for admin authorization.
  • Click Open window to authorize your account.

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3. Configure Sync Settings

Contextual AI offers two ways to sync your data. You can choose to sync all your files or only specific folders in Sharepoint.

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Sync Options

  • Share all files - Grants access to all content in Sharepoint.
  • Share specific folders - Restricts access to only the folders you select.
To share specific folders:
  • Hover over the folder and check the box to select it.
  • You can click into a folder to view its contents, but note that only folders—not individual files—can be selected.
  • Select one or multiple folders as needed.
  • Click Confirm to finalize your selections, then click Next once setup is complete.
  • Click Finish setup to continue. On the next page, click Create to initialize your connection and create your datastore.
You’ll be redirected to your Datastore page, where the Syncing Metadata status will appear. During this stage, Contextual AI syncs your file metadata, users, and groups. Once metadata syncing is complete, ingestion will begin automatically and the status will update to Processing. You can check the progress bar to track how many documents remain to be processed.
Note: The syncing process is typically quick, but may take a few hours if you have a large number of files, users, or groups.

You can begin using your datastore while syncing continues, but you’ll only have access to the documents that have already been ingested.
Once all documents finish ingesting, you’ll see a green checkmark indicating that your datastore is ready to use.