> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# SharePoint for Knowledge Base

> Import SharePoint documents, sites, and pages into your Knowledge Base for AI-powered search.

Import your SharePoint content into the [Knowledge Base](/knowledge-base/overview) so your [Agents](/agents/overview) and [Workflows](/workflows/overview) can search and reference it.

## Connect your account

<Steps>
  <Step title="Open connected apps">
    Click your name in the bottom-left of the sidebar, then click the settings icon to open **Settings**. Select **Connected Apps**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/N9-y0nybfFX2aF_f/images/integrations/connecting-to-microsoft-sharepoint-img-0.png?fit=max&auto=format&n=N9-y0nybfFX2aF_f&q=85&s=7af83940cb06c666b4503303871a1732" alt="Settings sidebar showing the account settings entry point" width="620" height="480" data-path="images/integrations/connecting-to-microsoft-sharepoint-img-0.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/N9-y0nybfFX2aF_f/images/integrations/connecting-to-microsoft-sharepoint-img-1.png?fit=max&auto=format&n=N9-y0nybfFX2aF_f&q=85&s=d5e5adb57b82f68351269601e22b62c3" alt="Connected Apps page in account settings" width="1600" height="979" data-path="images/integrations/connecting-to-microsoft-sharepoint-img-1.png" />
    </Frame>
  </Step>

  <Step title="Start the SharePoint connection">
    Find **Microsoft SharePoint** in the list and click **Connect**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/N9-y0nybfFX2aF_f/images/integrations/connecting-to-microsoft-sharepoint-img-2.png?fit=max&auto=format&n=N9-y0nybfFX2aF_f&q=85&s=7350b3d26a352365ab41a6897bba4f1d" alt="Microsoft SharePoint Connect button in the Connected Apps list" width="598" height="762" data-path="images/integrations/connecting-to-microsoft-sharepoint-img-2.png" />
    </Frame>
  </Step>

  <Step title="Log in to Microsoft">
    Sign in to your Microsoft account in the popup window.

    <Frame>
      <img src="https://mintcdn.com/cassidy/N9-y0nybfFX2aF_f/images/integrations/connecting-to-microsoft-sharepoint-img-3.png?fit=max&auto=format&n=N9-y0nybfFX2aF_f&q=85&s=f4b9497b6df55008891e30f5bc0c2ae6" alt="Microsoft account login prompt for Cassidy authorization" width="1224" height="90" data-path="images/integrations/connecting-to-microsoft-sharepoint-img-3.png" />
    </Frame>
  </Step>

  <Step title="Accept the access request">
    Review the permissions and click **Accept** to grant Cassidy access to your SharePoint sites and documents.

    <Frame>
      <img src="https://mintcdn.com/cassidy/N9-y0nybfFX2aF_f/images/integrations/connecting-to-microsoft-sharepoint-img-4.png?fit=max&auto=format&n=N9-y0nybfFX2aF_f&q=85&s=8f9449dadfe0491cc8844cd9b66f103f" alt="SharePoint connection confirmed in Cassidy settings" width="781" height="564" data-path="images/integrations/connecting-to-microsoft-sharepoint-img-4.png" />
    </Frame>
  </Step>
</Steps>

## Import SharePoint content

<Steps>
  <Step title="Add a SharePoint source">
    Go to your [Knowledge Base](/knowledge-base/overview) and click **+ New**. Select **Import from SharePoint**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/G5nvk-wLxhYfet-Z/images/knowledge-base/kb-add-import-sharepoint.png?fit=max&auto=format&n=G5nvk-wLxhYfet-Z&q=85&s=ff231ebecd5b914ccc73a3b28988149f" alt="Knowledge Base + New dropdown showing Import from SharePoint option" width="781" height="564" data-path="images/knowledge-base/kb-add-import-sharepoint.png" />
    </Frame>
  </Step>

  <Step title="Select sites, documents, or pages">
    Browse your SharePoint sites and select the documents, pages, or lists you want to import, then click **Import**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/N9-y0nybfFX2aF_f/images/integrations/connecting-to-microsoft-sharepoint-img-5.png?fit=max&auto=format&n=N9-y0nybfFX2aF_f&q=85&s=acd38586ac715a6f52c33758ed5fe429" alt="SharePoint site and document selection dialog for import" width="1182" height="1202" data-path="images/integrations/connecting-to-microsoft-sharepoint-img-5.png" />
    </Frame>
  </Step>
</Steps>

<Note>Imported content syncs automatically every 24 hours. Enterprise plans support live sync for near-real-time updates. Learn more about [sync behavior](/integrations/sync-integrations).</Note>

## 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

<CardGroup cols={2}>
  <Card title="Organize your Knowledge Base" icon="book" href="/knowledge-base/overview">
    Learn how to manage and structure your imported content.
  </Card>

  <Card title="SharePoint for Workflows" icon="diagram-project" href="/integrations/microsoft-365/sharepoint/workflows">
    Automate file management with SharePoint triggers and actions.
  </Card>
</CardGroup>