SharePoint
SharePoint
By connecting Slite with your SharePoint account, you can instantly search through all your content stored in SharePoint directly in the Slite Agent.
This guide will walk you through the key aspects of the Slite and SharePoint connection.
Connecting SharePoint & the Slite Agent
This is the first step to get started. This section covers how to set up the connection between Slite and SharePoint.
Required permissions for setup
To connect Slite and SharePoint, you must have the necessary permissions in both platforms.
- In Slite: Permission to add or remove agent sources depends on your team's settings. By default, only workspace admins or owners can set up a connection. However, a Slite admin can enable a setting to allow all members to add and remove agent sources.
- In SharePoint: The user connecting the account must have appropriate permissions to access the SharePoint data you want to sync.
Initial SharePoint connection
1) Fetching SharePoint permissions (Expand section to read more...)
To begin, a SharePoint admin needs to set up the following.
a) Registering a new dedicated app
- Go to this page and search for "app registrations".
- Click "New registration" in the top-left corner.
- Give the application a name (e.g., "Slite").
- Make sure the default option "Accounts in this organizational directory only" is selected and click Register .
b) Managing API permissions
The application you created requires permissions to fetch your SharePoint content along with its users and groups.
- In the left sidebar, go to "API permissions" in the Manage section.
- Click "Add a permission" , then select Microsoft Graph and Application .
- Add all of the following permissions:
- Directory.Read.All
- Files.Read.All
- Group.Read.All
- GroupMember.Read.All
- Sites.Read.All
- User.Read.All
- Click "Grant admin consent for [your organization]"
- It should say "
Granted for [your organization]"
c) Creating a secret
In order for Slite Agent to be able to use your application, you need to create secret credentials.
- In the left sidebar, go to "Certificates & Secrets" in the Manage section.
- Click "New client secret" , then give your client secret a description.
- Set it to expire in 24 months .
- Copy the secret value as you will need it in the next step .
- Go back to the application Overview to copy the Application (client) ID and Directory (tenant) ID .
2) Connecting SharePoint in Slite (Expand section to read more...)
Next, you need to connect your SharePoint account with Slite.
In Slite, click Agent Sources in the left sidebar (at the bottom).
Find the SharePoint option and click Connect SharePoint .
You will be prompted to enter the values you just copied in the previous step.
Once you've pasted your Tenant ID , Client ID , and Client Secret , click Save .
The initial data sync will begin.
Once the initial sync is complete, you can use SharePoint everywhere in the Slite Agent as an agent source.
How the Slite Agent indexes your SharePoint data
What we sync
Slite Agent syncs documents, files, and their metadata from your connected SharePoint account. This includes:
- SharePoint pages
- .PDF files
- .PPT(X) files
- .DOC(X) files
Refresh rate
New and updated SharePoint content will appear in the Slite Agent every 6 hours, but you can always sync manually if you need immediate updates.
Metadata
To make your search results more useful, the Slite Agent automatically indexes metadata from your SharePoint documents and files, such as:
- File name and type
- Creation and modification dates
- Author and last modified by
Access control & privacy
Permissions are respected based on the user's SharePoint account access.
Slite members can only search and access SharePoint files that they have permission to view in SharePoint.
This ensures that private or restricted files remain secure and are only accessible to authorized users.