RAG ChatsRAG Chats

Microsoft SharePoint & OneDrive Integration

Sync documents from Microsoft OneDrive personal storage and SharePoint team sites. Supports Office documents, PDFs, and more.

Supported File Types

  • Office Documents — Word (.doc, .docx), Excel (.xls, .xlsx), PowerPoint (.ppt, .pptx)
  • PDFs — Full text extraction
  • Text Files — .txt, .md, .csv, .json, .xml, .yaml
  • Rich Text — .rtf, .html
  • OpenDocument — .odt, .ods, .odp
  • Code Files — .py, .js, .ts, .java, .go, .rb, .php

Not Supported

  • Images (only filename indexed)
  • Videos and audio files
  • Executable files
  • Encrypted or password-protected files

Connecting Microsoft

Start Connection

From Knowledge Base, click + Add Source → Microsoft SharePoint/OneDrive.

Sign in with Microsoft

A Microsoft sign-in popup will appear. Sign in with your Microsoft 365 or personal Microsoft account and grant RAG Chats read-only access.

Permissions

We only request read-only access. RAG Chats cannot modify or delete your files.

Choose Source Type

Select which Microsoft services to sync from:

  • OneDrive — Personal cloud storage
  • SharePoint — Team sites and document libraries
  • Both — Sync from both services

Select Content

Choose specific folders and files to sync:

  • OneDrive: Browse and select folders from your personal drive
  • SharePoint: Select sites, document libraries, and folders

Start Sync

Click Connect to begin the initial sync. Large document libraries may take several minutes.

OneDrive

OneDrive is Microsoft's personal cloud storage. When connecting OneDrive:

  • Browse your entire OneDrive folder structure
  • Select specific folders or individual files
  • Enable recursive sync to include subfolders
  • Access shared folders from other users

SharePoint

SharePoint provides team collaboration and document management. When connecting SharePoint:

  • Browse SharePoint sites you have access to
  • Select document libraries within each site
  • Choose specific folders or sync entire libraries
  • Access team files and shared resources

SharePoint Permissions

You can only sync content you have access to. If you don't see a site or library, check your SharePoint permissions with your IT administrator.

Sync Settings

Source modestringdefault: both

Choose OneDrive, SharePoint, or both

Include subfoldersbooleandefault: true

Recursively sync files in nested folders

File type filterarraydefault: all supported

Filter to specific file extensions (optional)

Max file sizenumberdefault: 50MB

Skip files larger than this (varies by plan)

Sync frequencystringdefault: 6 hours

How often to check for changes

Multi-Account Support

Connect multiple Microsoft accounts to aggregate content from different sources:

  • Link personal and work Microsoft 365 accounts
  • Combine content from multiple SharePoint tenants
  • Each account maintains separate authentication
  • Documents are tagged with source account for tracking

Enterprise Accounts

For Microsoft 365 Business or Enterprise accounts, ensure your administrator has approved the RAG Chats application for your tenant.

How Sync Works

  1. Initial sync: All files in selected locations are downloaded and processed
  2. Change detection: On each sync, we check for new, modified, or deleted files
  3. Incremental updates: Only changed files are re-processed
  4. Deletions: Files removed from Microsoft are removed from your knowledge base

Best Practices

  • Organize in dedicated folders: Keep knowledge base content in specific folders rather than syncing everything.
  • Use clear filenames: File names become document titles in search results.
  • Leverage SharePoint metadata: Well-organized SharePoint libraries improve search relevance.
  • Remove outdated files: Archive or delete old files to keep your knowledge base current.

Troubleshooting

Authorization error

  • Clear browser cookies and try again
  • Ensure third-party cookies are allowed
  • For work accounts, verify admin consent has been granted
  • Check that your Microsoft 365 license includes OneDrive/SharePoint

SharePoint sites not appearing

  • Verify you have access to the SharePoint site
  • Check with your IT admin for site permissions
  • Ensure the site is not archived or deleted

Files not syncing

  • Verify files are in selected folders
  • Check file type is supported
  • Ensure file size is within limits
  • Wait for sync to complete (check status)

Sync errors

  • Re-authorize if Microsoft session expired
  • Check Microsoft 365 service status
  • Verify file isn't corrupted or locked

Removing the Integration

  1. In RAG Chats, delete the Microsoft data source
  2. Optionally, revoke access in Microsoft Account settings or your organization's Azure AD app permissions