Connect SharePoint to the Knowledge Base

With the Microsoft SharePoint connector, you can bring your organization's SharePoint documents and libraries directly into the Knowledge Base. Once connected, EKB keeps your SharePoint content synced and fully searchable, making it accessible to your AI agents without copying files out of Microsoft 365.

Connecting to SharePoint

1. Open Project Settings

   In your EKB project, navigate to Settings in the sidebar.

2. Go to Connections

   Select the Connections tab and find the Microsoft SharePoint tile under Cloud Storage & Documentation.

3. Open the SharePoint popup

   Click the Microsoft SharePoint tile. A popup appears with the option to connect your organization's SharePoint to sync documents. Click + Connect SharePoint.

4. Authenticate with Microsoft

   You will be redirected to Microsoft to authenticate. Sign in with your Microsoft account and grant EKB the necessary permissions to access your SharePoint.

5. Verify the connection

   Once authenticated, you will be returned to the Connections page. The Microsoft SharePoint tile will display a green dot and a count of your active SharePoint connections.

✓You're now ready to sync documents from SharePoint into the Knowledge Base!

Adding Documents from SharePoint

1. Navigate to KB Data

   In your EKB project, navigate to Knowledge Base > KB Data.

2. Add a new URL

   Click + New and select URL Upload.

3. Paste the SharePoint URL

   In the popup that appears, paste the URL of the SharePoint file, folder, or document library you want to add to the Knowledge Base, then click Add URL.

✓

Once added, you'll receive a confirmation message. If you added a folder or library, EKB keeps it synced going forward — new files are picked up and removed files are cleaned out automatically on each sync.

tip

Point SharePoint connections at specific folders or libraries rather than an entire site. It keeps syncs faster and makes it easier to control exactly what your agents can search.