> ## Documentation Index
> Fetch the complete documentation index at: https://docs.prisme.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connectors

> Sync documents from SharePoint, Google Drive, and other external sources

<Frame>
  <img src="https://mintcdn.com/prismeai/DqMytpkd4s_f0V1S/images/ai-knowledge-connectors.png?fit=max&auto=format&n=DqMytpkd4s_f0V1S&q=85&s=155825faa331f409068b5ff403bc2f1f" alt="Connectors" width="1440" height="900" data-path="images/ai-knowledge-connectors.png" />
</Frame>

Connectors let you automatically sync documents from external platforms. Instead of manually uploading files, connect to the source and let Knowledges keep your knowledge base up to date.

## Available Connectors

| Connector        | Description                                |
| ---------------- | ------------------------------------------ |
| **SharePoint**   | Microsoft 365 document libraries and sites |
| **Google Drive** | Files and folders from Google Workspace    |
| **Confluence**   | Atlassian wiki pages and spaces            |
| **Notion**       | Notion pages and databases                 |
| **OneDrive**     | Personal and business OneDrive storage     |

<Note>
  Available connectors depend on your organization's configuration. Contact your admin to enable additional connectors.
</Note>

## The Connectors Page

Open Knowledges and go to **Connectors** to see:

* **Active connections** - Currently configured syncs
* **Available connectors** - Connectors you can set up
* **Sync status** - When each connection last synced

## Setting Up a Connector

### 1. Choose a Connector

1. Go to **Connectors**
2. Click **Add Connection**
3. Select the connector type

### 2. Authenticate

Most connectors require authentication. Depending on your organization's setup, you'll see one of two modes:

| Mode                | Description                                                   |
| ------------------- | ------------------------------------------------------------- |
| **Your account**    | Sign in with your credentials; syncs content you can access   |
| **Service account** | Uses admin-configured credentials; syncs organization content |

For personal authentication:

1. Click **Connect**
2. Sign in to the external service
3. Grant permissions when prompted
4. Return to Knowledges

<Tip>
  Use an account with read access to the content you want to sync. Connectors only read documents - they never modify external content.
</Tip>

### 3. Select Content

Choose what to sync:

1. Browse available sites, folders, or spaces
2. Select the content you want
3. Choose or create a knowledge base as the destination

### 4. Configure Sync Settings

| Setting                | Description                                            |
| ---------------------- | ------------------------------------------------------ |
| **Sync Frequency**     | How often to check for updates (hourly, daily, weekly) |
| **File Types**         | Which file types to include                            |
| **Include Subfolders** | Whether to sync nested folders                         |

### 5. Start Sync

Click **Start Sync** to begin the initial synchronization. This may take time depending on how much content you're syncing.

## Managing Connections

### Viewing Status

Each connection shows:

* **Status** - Connected, syncing, error, or disconnected
* **Last Sync** - When it last ran
* **Documents** - How many files are synced
* **Errors** - Any files that failed to sync

During a sync, you'll see real-time progress:

| Metric        | Description                 |
| ------------- | --------------------------- |
| **Total**     | Files discovered to process |
| **Processed** | Files completed             |
| **Indexed**   | Successfully added/updated  |
| **Unchanged** | Skipped (no changes)        |
| **Failed**    | Errors encountered          |

Recent sync runs are stored in history so you can review past syncs and identify patterns.

### Triggering Manual Sync

To sync immediately instead of waiting for the schedule:

1. Find the connection
2. Click **Sync Now**
3. Wait for completion

### Updating Configuration

To change what's synced:

1. Click the connection
2. Modify the selection or settings
3. Save changes
4. Run a sync to apply changes

### Disconnecting

To remove a connection:

1. Click the connection
2. Click **Disconnect**
3. Confirm

<Warning>
  Disconnecting removes the connection but keeps synced documents in your knowledge base. To remove the documents too, delete them from the knowledge base.
</Warning>

## SharePoint Connector

The SharePoint connector supports:

* **Sites** - Team sites and communication sites
* **Document Libraries** - Files stored in SharePoint
* **Lists** - List attachments (if enabled)
* **Pages** - SharePoint pages (as HTML)

### Permissions Required

The connector needs:

* `Sites.Read.All` - Read site content
* `Files.Read.All` - Read file content

Your admin may need to approve these permissions in Microsoft Entra.

### Configuring SharePoint

1. Connect with your Microsoft account
2. Browse available sites
3. Select document libraries to sync
4. Configure filters:
   * **File Types** - Include/exclude by extension
   * **Modified Since** - Only sync recent files
   * **Path Patterns** - Include/exclude by folder path

### Handling Large Libraries

For large SharePoint libraries:

* Use filters to sync only relevant content
* Consider multiple connections for different topics
* Start with a subset and expand gradually

## Google Drive Connector

The Google Drive connector supports:

* **Folders** - Any folder in Drive
* **Shared Drives** - Team drives (Google Workspace)
* **Files** - Individual files (Google Docs, Sheets, etc.)

### Permissions Required

* `drive.readonly` - Read access to Drive files

### Configuring Google Drive

1. Connect with your Google account
2. Browse My Drive, Shared Drives, or Shared with Me
3. Select folders to sync
4. Configure options

### Google Docs/Sheets/Slides

Native Google formats are automatically converted:

* **Google Docs** - Exported as text/HTML
* **Google Sheets** - Exported as CSV
* **Google Slides** - Exported as text

## Sync Behavior

### Incremental Sync

After the initial sync, connectors only process changed files:

* New files are added
* Modified files are updated
* Deleted files are removed (optional)

This makes scheduled syncs fast.

### Handling Deletions

By default, when a file is deleted from the source:

* It's removed from the knowledge base too
* This keeps content current

You can disable deletion sync if you want to preserve content even after it's removed from the source.

### Conflict Resolution

If the same file is synced from multiple sources:

* The most recently modified version is used
* Consider using separate knowledge bases to avoid conflicts

## Troubleshooting

### Connection Errors

| Issue                     | Solution                                      |
| ------------------------- | --------------------------------------------- |
| **Authentication failed** | Re-authenticate the connection                |
| **Access denied**         | Check your permissions in the external system |
| **Service unavailable**   | The external service may be down - try later  |

### Sync Errors

| Issue                  | Solution                               |
| ---------------------- | -------------------------------------- |
| **File not found**     | File may have been deleted or moved    |
| **Permission denied**  | Your account lost access to this file  |
| **Unsupported format** | File type isn't supported for indexing |
| **File too large**     | File exceeds size limits               |

Click **View Errors** on a connection to see details about failed files.

### Stuck Syncs

If a sync seems stuck:

1. Check the connection status
2. Click **Cancel Sync** if available
3. Try **Sync Now** to restart

For persistent issues, disconnect and reconnect.

## Best Practices

<AccordionGroup>
  <Accordion title="Use filters strategically">
    Don't sync everything. Focus on high-value content that's relevant to your use case.
  </Accordion>

  <Accordion title="Organize by topic">
    Create separate knowledge bases for different departments or topics, with dedicated connections for each.
  </Accordion>

  <Accordion title="Monitor sync health">
    Check connections regularly. Address errors before they accumulate.
  </Accordion>

  <Accordion title="Consider sync frequency">
    More frequent syncs keep content current but use more resources. Match frequency to how often content changes.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols="2">
  <Card title="Configure RAG settings" icon="sliders" href="./rag-settings">
    Optimize retrieval for your synced content
  </Card>

  <Card title="Connect to agents" icon="robot" href="/products/agent-factory/capabilities">
    Use your synced knowledge in AI agents
  </Card>
</CardGroup>
