Connect your account
1
Open connected apps
Click your name in the bottom-left of the sidebar, then click the settings icon to open Settings. Select Connected Apps.
2
Start the SharePoint connection
Find Microsoft SharePoint in the list and click Connect.
3
Log in to Microsoft
Sign in to your Microsoft account in the popup window.
4
Accept the access request
Review the permissions and click Accept to grant Cassidy access to your SharePoint sites and documents.
Import SharePoint content
1
Add a SharePoint source
Go to your Knowledge Base and click + New. Select Import from SharePoint.
2
Select sites, documents, or pages
Browse your SharePoint sites and select the documents, pages, or lists you want to import, then click Import.
Imported content syncs automatically every 24 hours. Enterprise plans support live sync for near-real-time updates. Learn more about sync behavior.
What you can import
- Sites — Import content from entire SharePoint sites
- Documents — Import individual files and folders stored in SharePoint document libraries
- Pages — Import SharePoint site pages and their content
- Lists — Import structured data from SharePoint lists
Next steps
Organize your Knowledge Base
Learn how to manage and structure your imported content.
SharePoint for Workflows
Automate file management with SharePoint triggers and actions.