Step 1: Open Integrations Settings
Go to Entity Settings.
Click Integrations.
Click Add New Integration.
Select SharePoint.
Click Connect.
Step 2: Sign in to Your Microsoft Account
You will be prompted to sign in to your Microsoft account.
Enter your Microsoft credentials.
Grant the required permissions.
Once connected, you will be redirected back to Tofu and the SharePoint Configuration Panel will open.
Step 3: Configure SharePoint
In the SharePoint Configuration Panel, you have two options:
Ask Tofie (AI) to generate the configuration using a screenshot or description
Configure manually by selecting your SharePoint site, library, and directory filters
You can use either method or combine both.
Option A: Ask Tofie to Generate Configuration (Recommended)
Upload a screenshot showing your SharePoint folder structure or describe your folder structure in the chat.
Tofie will automatically generate:
SharePoint Site
SharePoint Library
Directory Filters
Review the generated configuration.
Click Activate.
Option B: Configure Manually
In the SharePoint Configuration Panel, select your SharePoint Site.
Select your SharePoint Library.
This defines where Tofu will look for documents.
Add Directory Filters
Directory filters tell Tofu which folders correspond to each extraction type.
Click Add Filter.
Select the Extraction Type:
AP Bills
AR Invoices
Bank Statements
Direct Expenses
Enter the Glob Pattern (folder path). Example:
AP Bills - Clients/Tofu Demo/AP Bills/**
AR Invoices - Clients/Tofu Demo/AR Invoices/**
Bank Statements - Clients/Tofu Demo/Bank Statements/**
Direct Expenses - Clients/Tofu Demo/Direct Expenses/**
Repeat this process for each document type. You can also:
Upload a screenshot for each filter
Describe your folder structure to let Tofie generate the glob pattern
Click Activate when finished.
Glob Pattern Tips
Use glob patterns to control folder coverage:
FolderName/*
Includes files in subfolders onlyFolderName/**
Includes files in the folder and all subfolders (recommended)
Note: You can also view Understanding Glob Patterns (Cloud Storage Integrations) to better understand how the folder path works and how to use the right format.
What Directory Filters Do
Directory filters ensure documents are routed correctly. For example:
Files in the AP Bills folder are extracted as AP Bills
Files in the AR Invoices folder are extracted as AR Invoices
Files in the Bank Statements folder are extracted as Bank Statements
Files in the Direct Expenses folder are extracted as Direct Expenses
Step 4: Upload Documents to SharePoint
Once activated, Tofu will automatically fetch files from your mapped folders.
To upload documents:
Open your SharePoint folder.
Navigate to one of the mapped directories (for example, AP Bills).
Upload or drag and drop your files.
Tofu will automatically upload and extract the documents.
Optional: Enable OneDrive Desktop Sync
If your SharePoint library is synced with OneDrive, files uploaded to OneDrive will also sync to SharePoint and be fetched by Tofu. We’ve added a toggle to control how syncing behaves.
OneDrive Desktop Sync Toggle Behavior
Toggle OFF (Default)
Files uploaded to SharePoint sync immediately to Tofu.Toggle ON
Tofu scans SharePoint periodically and syncs files every few minutes (up to 30 minutes).
This helps prevent duplicate uploads when using OneDrive Desktop Sync.
⚠️ Important: This feature is currently in preview and an organization owner must enable it first in the organization settings.
Enable OneDrive Desktop Sync
Go to Entity Settings.
Click Integrations.
Select SharePoint.
Enable the OneDrive Desktop Sync toggle.
Sync Files from OneDrive to SharePoint
Upload files to your OneDrive account.
Open your mapped SharePoint folder.
Click the Sync button.
The files from OneDrive will appear in SharePoint folder.
Once the files appear in SharePoint, Tofu will automatically fetch and extract them.