SharePoint

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Overview

SharePoint is your starting point for integrating Passionfruit with where your documents already live. Connect your SharePoint and your policies, reports, certifications, and other documents are automatically pulled into your Knowledge Base. No downloading, re-uploading, or guessing whether you have the latest version. Provide access to a folder in SharePoint, and we’ll keep it in sync. The integration supports PDF, Word (.docx, .doc), Excel (.xlsx, .xls), PowerPoint (.pptx, .ppt), and email (.eml, .msg) files.

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How the sync works

Passionfruit syncs the documents in your SharePoint folder and keeps them in sync. SharePoint always stays the source of truth.

• Always the latest version. New and changed files in SharePoint are picked up automatically. Updated files are saved as a new version, so the history is kept.
• Read-only. Passionfruit never edits or deletes files in your SharePoint.
• Linked to the source. Every document in Passionfruit points to its location in SharePoint.

Why we sync We sync your documents instead of opening SharePoint every time a task runs. That way the agent finds the right document in seconds, even across thousands of files, and your team doesn’t have to look up files first. Each document is also linked to the right products, customers, and suppliers, so the agent knows what it’s about.

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Managing integrations

Once the integration is set up, you can manage it from Settings → Integrations. Here you see which integrations are active, when they last synced, and whether there are any issues. You can also request new integrations from this page.

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What is synced

• The files inside the SharePoint folder you point us to (PDF, Word, Excel, PowerPoint, and email files)
• Metadata used for discovery and compliance: title, type, size, creator, modified and created dates, and file path
• Your own SharePoint columns and labels, such as document type, status, or customer, passed on to Passionfruit with each document
• File content is processed for search and answer generation

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Your metadata, also for products and entities

Your SharePoint metadata is not only kept with the documents. We can also use your columns and folder structure to create and match products and entities in your organization map, and link every document to them automatically. For example, a Customer column or a folder per supplier is enough to link each document to the right customer or supplier.

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Authentication and security

The SharePoint integration uses Microsoft Entra ID for authentication and access control.

• Seamless SSO: If your organisation has configured Single Sign-On (SSO), users access SharePoint evidence with the same credentials
• Enterprise security: Your existing Microsoft Entra ID policies apply, including multi-factor authentication and conditional access
• Secure data access: All SharePoint access is authenticated through Microsoft Entra ID, so only authorised users can import and view evidence

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Adding a new company tenant

This section explains how to add a new company tenant to the existing SharePoint app registration and connect it to Passionfruit.

Step 1: Allow the tenant in the app registration

Restrict the multi-tenant app registration to specific Entra tenants by adding the new company.

1. Open Azure Portal and go to Microsoft Entra ID.

2. Go to App registrations and open the SharePoint integration app.

3. Open Authentication (Preview) → Supported accounts.

4. Click Manage allowed tenants.
5. In the dialog, add the new company tenant by Tenant ID or domain, then save.

6. Confirm the new tenant appears under Allowed tenants.

Step 2: Share details with Passionfruit

After your tenant is allowed on the app registration, send the Passionfruit team the information below so we can finish setup on our side. You do not need to run database scripts or call APIs. Those steps are handled internally. If we already shared an Application (client) ID with you for this integration, include it when you write in so we can match your organisation to the correct app registration.

Step 3: We complete setup and sync

Passionfruit configures the integration, connects to your SharePoint scope, and runs the initial sync. We’ll let you know when evidence from SharePoint is available in your Knowledge Base and when ongoing sync is active.