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Saccharo AI integrates with Microsoft SharePoint, allowing you to import RFP documents directly from your organization’s SharePoint folders without downloading and re-uploading files.

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Prerequisites

  • A Microsoft account connected to Saccharo AI (the same account used for sign-in)
  • Access to the SharePoint site or folder containing your RFP documents
  • Appropriate permissions on the SharePoint documents

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How the sync works

The SharePoint sync connects to your Microsoft account via the Graph API and pulls documents from your designated SharePoint folders into Saccharo AI. Synced files go through the same AI analysis pipeline as manually uploaded documents.

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Sync steps

1

Open the RFP Library

Navigate to RFP Library in the sidebar.
2

Click Sync SharePoint

Click the Sync SharePoint button. If this is your first time syncing, you may be prompted to authenticate with Microsoft.
3

Authenticate if prompted

Complete the Microsoft authentication flow. This grants Saccharo AI read access to your SharePoint files.
4

Select documents

Browse your SharePoint folders and select the documents you want to import. The folder structure is preserved during import.
5

Monitor sync progress

A progress indicator shows the sync status. Documents are downloaded from SharePoint and queued for AI analysis.
SharePoint sync imports the files and triggers analysis automatically. You can view the results in your RFP Library once processing is complete.

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Troubleshooting sync failures

If a sync fails, try the following:
  • Reconnect your Microsoft account — sign out and sign back in to refresh your authentication token
  • Check SharePoint permissions — verify you have read access to the folders you are trying to sync
  • Try individual files — if a batch sync fails, try importing files one at a time to identify the problem document
Large SharePoint folders with many documents may take several minutes to sync. Avoid starting a new sync while one is in progress.