Configure SharePoint Dataset Connector
    • 06 May 2024
    • PDF

    Configure SharePoint Dataset Connector

    • PDF

    Article summary

    Obtain the SharePoint credentials you need to add a SharePoint Dataset to your Data Pool


    • SysAid Copilot license

    • SysAdmin or AI Admin permissions

    • Microsoft Entra ID Account with published SharePoint Sites

    Configuring SharePoint Datasets inside the AI Chatbot’s Data Pool requires them need to be synced with the organization’s Microsoft Entra (Azure Active Directory) account.

    Once the Data Pool processes the SharePoint Sites (including its pages and nested files) — the AI Chatbot can refer to the SharePoint Dataset as a knowledge source.

    The Data Pool’s SharePoint Datasets support these formats:

    • .doc

    • .pdf

    • .xslx

    • SharePoint page

    • .pptx

      This document lists the steps required to extract the credentials needed to create a SharePoint Dataset in the Data Pool.

    Create a SharePoint Dataset

    Read this article to learn how to create a SharePoint Dataset for your Data Pool

    Step 1

    Create Dataset

    Once you’ve created a SharePoint Connector Dataset, this popup form will open:

    The (five) values for “Title”, “Tenant ID”, “Client ID”, “Client Key” and “Site URL” Fields need to be taken from the Admin’s Microsoft Entra (Azure Active Directory) account.

    Step 2

    Obtain “Tenant ID”

    1. Sign in to your Microsoft Entra (Azure Active Directory) Portal

    2. Go to Overview; Copy the “Tenant ID” value and paste it into the Dataset Configuration form’s “Tenant ID” field.

    Step 3

    Add the SysAid Copilot App

    1. Navigate to the “App registrations” tab

    2. Click “New registration”

    Step 4

    Register the application

    1. Create a name for the application (how it will appear to users)

    2. Select an account-type for who can use the application

    3. Click “Register”

    Step 5

    Obtain “Client ID”

    Copy the “Application (client) ID value and paste it into the Dataset Configuration form’s “Client ID” field.

    Step 6

    Add a “Client Secret”

    1. Go to the “Certificates and secrets” tab

    2. Add a “Description”

    3. Select an expiration period

    Step 7

    Copy the “Client Secret” value

    Copy the “Client Secret” for the relevant application in the list and paste it into the Dataset Configuration form’s “Client Secret” field.

    Step 8

    Add API permissions

    1. Go to “API permissions” tab

    2. Click “Add a permission”

    3. Add the “Sites.Selected” API Permission

    API Permissions Recommendations

    • Specifically grant Read access to the app registration for the site you're targeting

    • The “Sites.Selected” Permission is preferred over the “Site.Read.All” Permission — so that only selected SharePoint sites across the organization can be read

    Step 9

    Add the SharePoint site URL

    To get the correct URL for accessing a SharePoint site using the Graph API, follow these steps:

    1. Log into your SharePoint account

    2. Navigate to the SharePoint site you want to access with the Graph API

    3. Look at the URL in your browser's address bar
      It should look something like ``

    4. Note down your SharePoint domain ( and the site path (/sites/YourSiteName)

    5. Replace with your actual SharePoint domain and /sites/YourSiteName with your site path in the following format:

    Ensure you replace and /sites/YourSiteName with the correct information from your SharePoint URL.

    1. Paste the URL address into the Dataset Configuration form’s “Site URL” field

    Your SharePoint site will now appear in your AI Chatbot’s Data Pool, so that the AI Chatbot can derive data from your SharePoint site and its files when formulating responses in AI Chatbot chats.