Platform
Kenmerken
Studio agent
Stel je agent snel samen en pas hem aan
Autonome motor
LLMs gebruiken om gesprekken en taken te begeleiden
Kennisbanken
Train uw bot met aangepaste kennisbronnen
Tabellen
Gespreksgegevens opslaan en beheren
Kanalen
Whatsapp Embleem
WhatsApp
Instagram Embleem
Instagram
Facebook Messenger logo
Messenger
Slack logo
Slack
Alle kanalen
Integraties
Hubspot logo
HubSpot
Notion
Notion
Jira-logo
Jira
Calendly logo
Calendly
Alle integraties
LLM Aanbieders
OpenAI logo
OpenAI
Anthropic logo
Anthropic
Groq logo
Groq
HuggingFace logo
Hugging Face
Alle LLMs
Oplossingen
Voor
Onderneming
Bedrijfskritische productieworkflows automatiseren
Agentschappen
Geavanceerde agentservices bieden
Ontwikkelaars
Verken een robuuste API voor agentontwikkeling
Verhalen van klanten
Ontdek van succesvolle klanten hoe Botpress bedrijven wereldwijd transformeert.
Door de industrie
E-commerce
Onderwijs
Financiën
Gastvrijheid
Alle industrieën
Per afdeling
Verkoop
Engineering
Product
ITSM
Alle afdelingen
Per gebruikssituatie
Winkelassistent
Leads genereren
Werknemerservaring
Ticketbeheer
Alle gebruikssituaties
Bronnen
Essentieel
Academy
Leer bouwen door middel van cursussen
Bibliotheek
Hulpmiddelen om uw AI-workflows te verbeteren
Blog
Inzichten en updates over Botpress en AI-agenten
gebouw
Discord
Doe mee met duizenden collega's en deel ideeën
Docs
Uitgebreide gidsen en referenties
API
Referentiemateriaal voor gebruik met externe systemen
LLM Rangschikking
Prestaties en kosten voor modelaanbieders vergelijken
Video's
Tutorials, demo's en product walkthroughs
Changelog
Blijf op de hoogte van de nieuwste Botpress
Partners
Partner worden
Word lid van ons netwerk van gecertificeerde experts
Een expert inhuren
Contact maken met partners en consultants
Docs
Onderneming
Prijzen
Inloggen
Neem contact op metAanmelden
terug naar Hub

SharePoint Excel

v2.2.0
Installeren op uw werkruimte
Onderhouden door Botpress Groeiteam
  # SharePoint Excel Integration

## Overview

This integration allows you to sync one or many Excel sheets from a SharePoint document library into one or more Botpress tables. You can map each sheet to a specific table, and the integration will automatically create or update tables as needed. Knowledge Base (KB) links are always preserved—tables are never deleted, only cleared and repopulated.

## Configuration

To set up the connector, you need an App registration with the correct API permissions in Microsoft Entra admin center and the following details:

- **Client ID**: Application (client) ID of your App registration.
- **Tenant ID**: Directory (tenant) ID of your App registration.
- **Thumbprint**: Thumbprint of the certificate you uploaded to your App registration.
- **Private key**: Content of your private key used to sign the certificate. **Important**: Only include the content between "-----BEGIN PRIVATE KEY-----" and "-----END PRIVATE KEY-----", excluding these header and footer lines. The content should be one continuous string with spaces between each line of the key.
- **Primary Domain**: The SharePoint primary domain (e.g. `contoso`).
- **Site Name**: The name of the SharePoint site.
- **Botpress Personal Access Token (PAT)**: A Personal Access Token from your Botpress workspace, required for Tables API access.

## Action: Sync Excel File

### Inputs
- **sharepointFileUrl**: Relative path to the Excel file in SharePoint. The path should be in the format `/{DOCUMENT_LIBRARY}/{file_path}` where:
  - `DOCUMENT_LIBRARY` is the name of your SharePoint document library (e.g., "Documents", "Shared Documents", or any custom library name)
  - `file_path` is the path to your Excel file within that library, including any subfolders
  - Examples:
    - `/Documents/Book.xlsx` - File in the root of the Documents library
    - `/Shared Documents/Reports/2024/Book.xlsx` - File in a nested folder structure
    - `/MyCustomLibrary/Data/Book.xlsx` - File in a custom document library
- **sheetTableMapping**: Map sheets to tables. Format can be either:
  - Comma-separated: `Sheet1:table1,Sheet2:table2`
  - JSON: `{ "Sheet1": "table1", "Sheet2": "table2" }`

  Each sheet listed will be synced to the specified table. If a table does not exist, it will be created with a schema matching the sheet's columns. If it exists, all rows will be cleared before new data is inserted. **Note:** If providing a pre-existing table, ensure its column names match the Excel sheet headers exactly, as the integration will not alter an existing table's schema.

### Example
```json
{
  "sharepointFileUrl": "/doclib1/Book.xlsx",
  "sheetTableMapping": "Sheet1:Customers,Sheet2:Orders"
}
```

## How to's

### How to register an app on Microsoft Entra admin center
- From the Home page of Microsoft Entra admin center, open App registrations (under Applications in the left nav).
- Add a new registration by clicking on "+ New registration".
- Give your app an appropriate name, and click register.
- Open the App registration and take note of the following:
  - `Application (client) ID`
  - `Directory (tenant) ID`

### How to create a certificate for your app registration
- We will be using a self-signed certificate to authenticate. To create a self-signed certificate, run the following commands:
  - `openssl genrsa -out myPrivateKey.key 2048`
  - `openssl req -new -key myPrivateKey.key -out myCertificate.csr`
  - `openssl x509 -req -days 365 -in myCertificate.csr -signkey myPrivateKey.key -out myCertificate.crt`

### How to add your certificate to your app registration
- Navigate to the Azure portal and go to your Azure AD app registration.
- Under "Certificates & secrets," choose "Certificates" and click "Upload certificate."
- Upload your `.crt` file.

### How to update API permissions for your app registration
- Go to "API Permissions" (under the Manage group in your App Registration).
- Click "Add a permission".
- Click on "Microsoft Graph".
- Select "Application permissions" as the type of permission.
- Check `Sites.FullControl.All`, `Sites.Manage.All`, `Sites.Read.All`, `Sites.ReadWrite.All`, `Sites.Selected.All`, `Files.Read.All`, and `Files.ReadWrite.All`.
- Click "Add a permission" again.
- Scroll until you find SharePoint and click on it.
- Select "Application permissions" as the type of permission.
- Check `Sites.FullControl.All`, `Sites.Manage.All`, `Sites.Read.All`, `Sites.ReadWrite.All`, and `Sites.Selected.All`.
- Click "Add permissions."
- You should see all the permissions you added in the permissions list.
- Click on "Grant admin consent for <your_org_name>".

## Notes
- The integration always preserves tables to maintain KB links. Tables are never deleted, only cleared and repopulated.
- If a sheet or table mapping is invalid, the action will fail with a descriptive error.
- Data types for columns are auto-detected (string or number) based on the sheet data.
- If you choose to pre-create a table in Botpress, ensure its column names exactly match the corresponding Excel sheet's header row. The integration will clear existing data but will not alter the schema of an existing table. For successful data import, the column names must align.

Bouw beter met Botpress

Maak verbazingwekkende AI-agent-ervaringen.

Ga aan de slag - het is gratis
Pictogram van een pijl
Meer informatie op Botpress Academy

Bouw beter en sneller AI-agents met onze verzameling cursussen, handleidingen en zelfstudies.

Een expert inhuren

Neem contact op met onze gecertificeerde ontwikkelaars om een deskundige bouwer te vinden die aan jouw behoeften voldoet.

Alle systemen operationeel
SOC 2
Gecertificeerd
GDPR
Conform
© 2025
Platform
Prijzen
Studio agent
Autonome motor
Kennisbanken
Tabellen
Hub
Integraties
Kanalen
LLMs
Bronnen
Praat met Verkoop
Documentatie
Een expert inhuren
Video's
Verhalen van klanten
API referentie
Blog
Status
v12 Hulpmiddelen
Gemeenschap
Steun van de Gemeenschap
Partner worden
Word ambassadeur
Word een affiliate
Bedrijf
Over
Carrière
Nieuws & Pers
Wettelijk
Privacy
© Botpress 2025