SharePoint

BotDojo can ingest documents directly from SharePoint Online document libraries with the Microsoft Graph API.

Prerequisites

1. Create or reuse an Azure AD application registration with the following Microsoft Graph application permissions:
   • Files.SelectedOperations.Selected
   • Sites.Selected
   • User.Read
2. Grant admin consent for those permissions and capture the following values:
   • Tenant (Directory) ID
   • Application (Client) ID
   • Client secret (value, not the ID)
3. Ensure the app has access to the SharePoint site or sites whose document libraries you want to sync.

Connect SharePoint in BotDojo

1. Open Integrations → SharePoint and click Connect.
2. Enter the Tenant ID, Application ID, and client secret from your Azure AD application, then save. BotDojo verifies the credentials by requesting a Graph access token.

Configure the SharePoint Document Loader

1. Go to Data → Import Data (or create a new Data Loader from a Flow) and choose SharePoint.
2. Click Browse SharePoint to launch the picker. The picker guides you through:
   • Selecting the SharePoint site
   • Choosing the document library (drive)
   • Optionally narrowing to a specific folder
3. Confirm the destination path and schedule, then save the loader. The initial sync will crawl the selected library/folder and ingest supported file types (Office documents, PDF, text, markdown, etc.).
4. Subsequent runs use Microsoft Graph delta queries, so only new or changed files are downloaded.

Notes & Troubleshooting

• If you move the SharePoint app registration to a different tenant, update the credentials in BotDojo.
• Permission errors typically indicate the app registration is missing admin consent or cannot see the selected site/library.
• The integration uses the Microsoft Graph drives/{drive-id} endpoints; make sure document libraries are not locked down to specific user accounts only.