SharePoint Integration
Overview
Bring your SharePoint documents into Conveyor AI. This integration makes it easy to keep your documentation up to date while maintaining complete control over what content is accessible. Once connected, you choose exactly which folders and files sync into your Conveyor knowledge base .
Prerequisites
IT / Microsoft 365 Administrators need:
- Access to your organization's Azure AD (Microsoft Entra) admin center
- Permissions to register applications and grant admin consent for API permissions
- Ability to generate/upload a certificate and share connection details securely
Conveyor Administrators need:
- Access to a Conveyor Admin account
- Ability to configure integrations in Conveyor
- Coordination with IT to obtain the app registration details and certificate
End Users need:
- Access to the SharePoint site(s) whose content should be searchable in Conveyor
- Ability to grant the Conveyor app permission to that site (or coordination with someone who can)
Important: If a different team manages your Azure AD / Microsoft 365 environment, coordinate with them early. Registering the app and granting site access are admin-gated steps. See SharePoint App Registration & Certificate Setup for the detailed walkthrough.
How access works
The integration operates through two distinct layers, both designed around least privilege:
Layer 1: Azure AD app registration. Your organization registers a dedicated Azure AD application and authenticates it using a certificate (not a shared password or client secret).
Layer 2: Sites.Selected permission. The app is granted the Microsoft Graph Sites.Selected permission, which means it has no access to anything by default. An administrator must explicitly grant the app access to one specific SharePoint site. The app cannot see, list, or read any other site in your tenant.
Important: Granting the app access to a site does not automatically sync anything. You still choose exactly what gets indexed by configuring folders and files in the Conveyor UI, just as you would with any other file source.
Installation Overview
For full details, see: SharePoint App Registration & Certificate Setup
Setting up the SharePoint integration involves four steps, split across two roles:
- Register the Azure AD app and upload a certificate (IT/Microsoft 365 Administrator).
- Grant the app access to your SharePoint site (IT/Microsoft 365 Administrator, or whoever administers that site).
- Configure the integration in Conveyor using the tenant ID, client ID, site ID, certificate, and key from step 1 (Conveyor Administrator).
- Select folders and files to sync from the SharePoint picker in Conveyor.
File Synchronization Behavior
Once the integration is configured, you choose what syncs the same way you would with any other file source:
Individual files (static): When you select specific files, only those files sync into your knowledge base. If someone later adds new files to the same folder, they won't be included automatically. You'd need to select them explicitly.
Folders (dynamic): When you select an entire folder, Conveyor will:
- Automatically include new files added to that folder in the future
- Recursively sync all nested subfolders and their contents
Supported file types
Conveyor currently supports the following SharePoint content:
- Word documents (.docx): converted to PDF and indexed for search
- PowerPoint presentations (.pptx): converted to PDF and indexed for search where the file size allows; very large presentations may sync but are not indexed for content
- PDF files: indexed directly, no conversion needed
- Plain text files (.txt): indexed directly
Updated about 21 hours ago