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SKIP AHEAD TO: What is the SharePoint Content Sync Integration? How to Set Up the SharePoint Integration How to Set Up Content Syncing from SharePoint How to Sync Files from SharePoint |
This integration allows you to sync your files directly from SharePoint to Spekit, ensuring your team has seamless access to the latest resources—all in one centralized location. To use this feature, you must have Account Admin, Team Admin, or Expert-level access.
What is Content Syncing from SharePoint?
Content Syncing from SharePoint connects your SharePoint account to Spekit, making it easier to manage and share up-to-date resources across your team.
With this feature, you can:
- Sync Files in Real-Time: Keep Spekit Topics updated with the latest content from SharePoint.
- Centralize Resources: Organize training materials, guides, and reference documents in one unified platform.
- Boost Team Access: Ensure your team can quickly find and use the content they need, when they need it.
This streamlined process helps eliminate manual updates and enhances team productivity.
How to Set Up the SharePoint Integration
1.) Add your organization’s Entra Admin as an Account Admin in Spekit (just temporarily—this is only required for initial SharePoint setup).
2.) Have the Entra Admin complete the SharePoint connection flow within Spekit.
a.) Open the Spekit Web App.
b.) Click Settings.
c.) Click Connect.
d.) Click Connect SharePoint.
e.) When prompted, enter your Microsoft credentials (email and password) to securely connect the SharePoint account.
3.) In the Entra ID Portal, the Entra Admin will go to Enterprise Applications > Spekit Storage Integration > Permissions and grant admin consent for Spekit (reference)
4.) Once that’s done, your Account Admin users will now be able to sync and manage SharePoint content in Spekit.
How to Set Up Content Syncing from SharePoint
There are two ways you can set up content syncing from SharePoint:
Option 1: Using the New Button
For Experts, Team Admins, and Account Admins:
1.) Open the Spekit Web App.
2.) Click the New button.
3.) Select File Sync.
4.) Click Connect SharePoint.
5.) A pop-up will appear prompting you to connect your SharePoint account and Spekit.
6.) After setting up the connection, you'll be able to select specific files to sync into Spekit.
Option 2: Using the Settings Page
For Account Admins Only:
1.) Open the Spekit Web App.
2.) Click Settings.
3.) Click Connect.
4.) Click Connect SharePoint.
5.) A pop-up will appear prompting you to connect your SharePoint account and Spekit.
6.) After setting up the connection, you'll be able to select specific files to sync into Spekit.
How to Sync Files from SharePoint
Once the SharePoint connection is set up, syncing files or folders into Spekit is quick and easy:
1.) Open the Spekit Web App or Spekit Chrome Extension.
2.) Click the New button.
3.) Click File Sync.
4.) Use the navigation or search bar to locate and choose the SharePoint files or folders you want to sync.
5.) Click Next when you've finalized your selections.
6.) Map the selected file(s) to relevant Spekit Topic(s).
7.) Add any applicable details to Custom Fields to enhance file context and usability.
8.) SMARTSEND CUSTOMERS ONLY: If applicable, toggle the option to allow external sharing of the files.
9.) Click Sync Files to complete the process.
How to Disconnect from SharePoint
There are two ways you can disconnect from SharePoint:
Option 1: Using the File Sync Modal
For Experts, Team Admins, and Account Admins:
1.) Open the Spekit Web App.
2.) Click the New button.
3.) Select File Sync.
4.) Click Disconnect.
5.) A confirmation pop-up will appear, click Yes, disconnect.
Option 2: Using the Settings Page
For Account Admins Only:
1.) Open the Spekit Web App.
2.) Click Settings.
3.) Click Connect.
4.) Click Disconnect.
5.) A confirmation pop-up will appear, click Yes, disconnect.