Skip to main content

​
SharePoint Integration

Import documents and content from Microsoft SharePoint to train your SiteGPT chatbot. Perfect for enterprises using SharePoint as their intranet, document management system, or knowledge hub.

​
Prerequisites

  • A Microsoft 365 account with SharePoint access
  • Read permissions on the SharePoint sites/libraries you want to import
  • Owner or Editor permissions on the SiteGPT chatbot

​
Connecting SharePoint

1

Navigate to Training

Go to your chatbot dashboard and click the Training tab
2

Add Data Source

Click Add Data Source and select SharePoint
3

Authenticate

Click Connect SharePoint and sign in with your Microsoft 365 account. Grant SiteGPT permission to access your SharePoint sites.
4

Select Sites & Libraries

Browse available SharePoint sites and document libraries:
  • Select entire document libraries
  • Choose specific folders within a library
  • Pick individual files
5

Start Training

Click Import Selected to begin training. SiteGPT will process each document and add the content to your chatbot’s knowledge base.

​
What You Can Import

​
Document Libraries

  • Team site document libraries
  • Communication site content
  • Shared document folders
  • Wiki pages and articles

​
Supported Content Types

Content TypeExtensions
Documents.docx, .doc, .txt, .rtf
Spreadsheets.xlsx, .xls, .csv
Presentations.pptx, .ppt
PDFs.pdf
Web Content.aspx, .html
SharePoint list data and metadata are not imported — only document content is processed.

​
Best Practices

​
Site Organization

Structure your SharePoint for easy chatbot training: 
📁 SharePoint Site: Customer Support
  ├── 📚 Document Library: Knowledge Base
  │   ├── 📄 Getting Started Guide.docx
  │   ├── 📄 FAQ.docx
  │   └── 📁 Troubleshooting/
  │       ├── 📄 Common Issues.docx
  │       └── 📄 Error Messages.pdf
  └── 📚 Document Library: Product Docs
      ├── 📄 Feature Overview.pptx
      └── 📄 Release Notes.docx

​
Content Selection

  • Knowledge base articles
  • Product documentation
  • Customer-facing FAQs
  • Support guides and troubleshooting docs
  • Onboarding content
  • Confidential HR or legal documents
  • Internal communications
  • Draft or unapproved content
  • Personal files in OneDrive (use OneDrive integration instead)
  • Files with access restrictions

​
Keep Content Current

  • Scheduled re-imports: Set a reminder to re-import key libraries monthly
  • Content governance: Ensure SharePoint content stays up-to-date
  • Archive old content: Move outdated docs to an archive library (and exclude from import)

​
Enterprise Features

​
Multi-Site Support

Import content from multiple SharePoint sites into a single chatbot. Useful for:
  • Consolidating knowledge from different departments
  • Creating a unified support chatbot across teams
  • Aggregating product documentation from various sites

​
Permissions & Security

  • Respects SharePoint permissions: Only content you have read access to appears
  • Admin consent: IT admins may need to approve the app for your organization
  • No write access: SiteGPT only reads content — never modifies your SharePoint
If you can’t see certain sites or libraries, contact your SharePoint administrator to verify your access permissions.

​
Troubleshooting

  • Verify you have at least read access to the site
  • Check if the site requires additional authentication
  • Contact your SharePoint admin if it’s a restricted site
  • Ensure your organization allows third-party app connections
  • Ask your IT admin to approve the SiteGPT app in Azure AD
  • Try using an account with broader SharePoint access
  • Import smaller document libraries or folders
  • Skip libraries with thousands of files — import the most relevant content first
  • Large sites may require multiple import batches
  • Re-import the document library to pull latest versions
  • Check that documents have been published (not just saved as drafts)
  • Verify the documents haven’t been moved or deleted

​
SharePoint Online vs On-Premises

The SiteGPT SharePoint integration currently supports SharePoint Online (Microsoft 365). On-premises SharePoint Server is not supported at this time.
For on-premises SharePoint, consider:
  • Migrating key content to SharePoint Online
  • Exporting documents and uploading via file upload
  • Using a hybrid SharePoint configuration

​
Compliance & Data Handling

Your SharePoint data is processed securely:
  • Content is used solely for training your chatbot
  • No data is shared with other customers
  • Credentials are never stored — only OAuth tokens
  • You can revoke access at any time from Azure AD