SharePoint Integration with Iris

Overview

Integrating Iris with SharePoint enables seamless collaboration and document management. Iris reads your RFPs, Security Questionnaires, and other documents directly from SharePoint into its Knowledge Base, so your team can find and reuse that content without leaving Iris. This connection is one-way: Iris imports content from SharePoint, but it never uploads, edits, or writes anything back to SharePoint.

Through this integration, Iris can access SharePoint document libraries and files only. It cannot access Outlook email, Teams messages, or any other Microsoft 365 data.

Setting Up SharePoint Integration

Note: Connecting, reconnecting, or disconnecting SharePoint can only be done by an organization admin. This is a single, shared connection for your entire organization — it isn't something each individual user sets up on their own.

1. Log into Iris: Use your credentials to access your Iris account.

2. Select Settings from the left-hand menu, then go to the Integrations tab.

3. Locate the SharePoint option and select Connect.

4. Enter Tenant ID:

   • In the Connect to SharePoint dialog, enter your Microsoft Tenant ID in the field provided. (See Microsoft documentation for how to find your Microsoft Tenant ID.)

   • Click Connect.

5. Authenticate with Microsoft:

   • You will be redirected to a Microsoft login page.

   • Enter your Microsoft account credentials.

   • Allow Iris the necessary permissions to access your SharePoint account. Note: This connection is read-only — Iris can view and import files from SharePoint, but it never edits, deletes, or writes anything back to SharePoint.

     

     Note: Ensure that your Microsoft account has the necessary permissions to grant access to SharePoint folders.

Using SharePoint in Iris

Supported file types: Iris can import the following file types from SharePoint:

• PDF

• Word (.doc/.docx)

• PowerPoint (.ppt/.pptx)

• Excel (.xlsx)

• CSV

• Plain text (.txt)

• Markdown (.md)

Automatic Sync

To pick SharePoint pages for Iris to automatically sync with, read our Sync Rules (integrations) Article.

Note: If SharePoint is disconnected, Iris loses access immediately — the connection doesn't gracefully pause. Any sync rules that are running will stop working until SharePoint is reconnected. Documents that have already been imported into Iris are not deleted when you disconnect.

One Time Pull

1. Within your Knowledge Map File Manager, select Add from Integrations.

2. Select SharePoint from the dropdown.

3. Browse your connected folders and select the desired documents.

4. Apply relevant tags.

5. Hit Submit to bring the file into Iris for processing.

FAQs