If you’re new to Unstructured, read this note first.

Before you can create a source connector, you must first sign in to your Unstructured account:

  • If you do not already have an Unstructured account, go to https://unstructured.io/contact and fill out the online form to indicate your interest.
  • If you already have an Unstructured account, sign in by using the URL of the sign in page that Unstructured provided to you when your Unstructured account was created. If you do not have this URL, contact Unstructured Sales at sales@unstructured.io.

After you sign in, the Unstructured user interface (UI) appears, which you use to create your source connector.

After you create the source connector, add it along with a destination connector to a workflow. Then run the worklow as a job. To learn how, try out the hands-on UI quickstart or watch the 4-minute video tutorial.

You can also create source connectors with the Unstructured API. Learn how.

If you need help, reach out to the community on Slack, or contact us directly.

You are now ready to start creating a source connector! Keep reading to learn how.

Ingest your files into Unstructured from SharePoint.

The requirements are as follows.

If you are setting up the SharePoint connector for the first time, you can skip past this note.

Previous versions of the SharePoint connector relied on SharePoint app principals for authentication. Current versions of the SharePoint connector no longer support these SharePoint app principals. Microsoft deprecated support for Share Point app principals on November 27, 2023. SharePoint app principals will no longer work for SharePoint tenants that were created on or after November 1, 2024, and they will stop working for all SharePoint tenants as of April 2, 2026. Learn more.

Current versions of the SharePoint connector now rely on Microsoft Entra ID app registrations for authentication.

To migrate from SharePoint app princpals to Entra ID app regisrations, replace the following settings in your existing SharePoint connector, as listed in the requirements following this note:

  • Replace the deprecated SharePoint app principal’s application client ID value with your replacement Entra ID app registration’s Application (client) ID value.
  • Replace the deprecated SharePoint app principal’s client secret value with your replacement Entra ID app registration’s Client secret value.
  • Add your replacement Entra ID app registration’s Directory (tenant) ID value, token authority URL value, and the correct set of Microsoft Graph access permissions for SharePoint Online.

If you need migration help, get assistance from our Slack community or contact us directly.

  • A SharePoint Online plan, or a Microsoft 365 or Office 365 Business or enterprise plan that includes SharePoint Online. Learn more. Shop for business plans. Shop for enterprise plans.

  • A OneDrive for business plan, or a Microsoft 365 or Office 365 Business or enterprise plan that includes OneDrive. (Even if you only plan to use SharePoint Online, you still need a plan that includes OneDrive, because the SharePoint connector is built on OneDrive technology.) Learn more. Shop for business plans. Shop for enterprise plans. OneDrive personal accounts, and Microsoft 365 Free, Basic, Personal, and Family plans are not supported.

  • The SharePoint Online and OneDrive plans must share the same Microsoft Entra ID tenant. Learn more.

  • The SharePoint Online site URL.

    • Site collection-level URLs typically have the format https://<tenant>.sharepoint.com/sites/<site-collection-name>.
    • Root site collection-level URLs typically have the format https://<tenant>.sharepoint.com.
    • To process all sites within a SharePoint tenant, use a site URL of https://<tenant>-admin.sharepoint.com.

    Learn more.

  • The display name of the SharePoint Online library to use. The default is Documents.

  • The path to the SharePoint Online library to use. By default, the root of the target library is used. To start from a path other than the root, enter the path that you want to use, beginning from the root. For example, to use the my-folder > my-subfolder path in the target library, you would specify my-folder/my-subfolder.

    The following video shows how to get the site URL and a path within the site:

  • Two types of authentication are supported: client credentials and a username and password. Both authentication types require a Microsoft Entra ID app registration. You will need to provide the Application (client) ID, Directory (tenant) ID, and Client secret for the Entra ID app registration, and the app registration must have the correct set of Microsoft Graph access permissions. These permissions include:

    • Sites.ReadWrite.All (if both reading and writing are needed)

    • User.Read.All Learn more.

    1. Create an Entra ID app registration.
    2. Add Graph access permissions to an app registration.
    3. Grant consent for the added Graph permissions.

    The following video shows how to create an Entra ID app registration:

    The following video shows how to add the correct set of Graph access permissions to the Entra ID app registration:

  • The token authority URL for your Microsoft Entra ID app registration. This is typically https://login.microsoftonline.com

  • For username and password authentication, you must also provide the User Principal Name (UPN) and its password for the OneDrive account in the Microsoft Entra ID tenant. This UPN is typically the OneDrive account user’s email address. To find a UPN:

    1. Depending on your plan, sign in to your Microsoft 365 admin center (typically https://admin.microsoft.com) using your administrator credentials, or sign in to your Office 365 portal (typically https://portal.office.com) using your credentials.
    2. In the Users section, click Active users.
    3. Locate the user account in the list of active users.
    4. The UPN is displayed in the Username column.

    The following video shows how to get a UPN:

To create the source connector:

  1. On the sidebar, click Connectors.
  2. Click Sources.
  3. Cick New or Create Connector.
  4. Give the connector some unique Name.
  5. In the Provider area, click SharePoint.
  6. Click Continue.
  7. Follow the on-screen instructions to fill in the fields as described later on this page.
  8. Click Save and Test.

Fill in the following fields:

  • Name (required): A unique name for this connector.
  • Site URL (required): The base URL of the SharePoint site to connect to.
  • Documents Library: The display name of the SharePoint library to use. The default is Documents.
  • Path: The path to use within the library. The default is the root of the target library. To use a different path, specify the correct path format as described previously in this article.
  • Recursive: Check this box to recursively process data from subfolders within the target path.
  • Client ID (required): The Application (client) ID for the Microsoft Entra ID app registration with the correct set of Microsoft Graph access permissions.
  • Tenant ID (required): The Directory (tenant) ID for the Entra ID app registration.
  • Authority URL (required): The authentication token provider URL for the Entra ID app registration. The default is https://login.microsoftonline.com.
  • Client Credentials (required): The Client secret for the Entra ID app registration.
  • User Principal Name (UPN) (required for username and password authentication): For username and password authentication, the UPN for the OneDrive account in the Entra ID tenant.
  • Password (required for username and password authentication): For username and password authentication, the password for the UPN.