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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 |
Effortlessly keep your team up to date by syncing files directly from SharePoint to Spekit. With this integration, your latest resources are always accessible and organized in one central location—no more hunting for the most current version! To sync files from SharePoint, you’ll need Account Admin, Team Admin, or Expert-level access in Spekit.
What is Content Syncing from SharePoint?
Content Syncing from SharePoint seamlessly connects your SharePoint account to Spekit, making it simple to manage, update, and share the most current resources with your team—all in one place.
Key Benefits:
- Real-Time File Syncing: Automatically keep your Spekit Topics up to date with the latest documents and files from SharePoint.
- Centralized Resource Management: Consolidate training materials, guides, and reference documents within Spekit for easy access and organization.
- Enhanced Team Access: Empower your team to quickly find and use the content they need, exactly when they need it, without searching multiple platforms.
By streamlining content management and eliminating the need for manual updates, Content Syncing from SharePoint helps your team stay aligned, informed, and productive.
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 (the gear icon).
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 Team Hub button, and click + Add New.
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 (the gear icon).
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 Team Hub button, and click + Add New.
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 once you’ve finalized your selections.
6.) Assign the selected files to the relevant Spekit Topic(s) for easy organization and discovery.
7.) Fill in any Custom Fields to provide additional context and improve file usability.
8.) For customers with trackable links enabled: Toggle the option to allow external sharing of the files, if needed.
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 Team Hub button, and click + Add New.
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 (the gear icon).
3.) Click Connect.
4.) Click Disconnect.