1. Go to Integration Settings
Open your clients entity you wanted to integrate in Tofu.
Once entity selected, click the Settings icon (top right corner).
Choose Integrations from the menu on the left.
2. Sign in to Your Microsoft Account
In a new browser tab, log in to your Microsoft account.
This keeps things smooth so you don’t get asked to sign in again later.
3. Choose SharePoint
Back in Tofu, click Integration > SharePoint.
A window will open—make sure you're logged into Microsoft first.
4. Pick Your SharePoint Site & Library
Confirm you have access to the right SharePoint site (ask your admin if needed).
Decide which document library you’ll use to store uploaded files.
5. Set a Folder for Uploads
Choose a folder in the library where documents will be uploaded.
This is your main folder for all file uploads.
6. Activate the Integration
Map the SharePoint library and folder path (note: the path is case-sensitive).
Click to activate the integration.
NOTE: You can also click on “Learn more about glob patterns” to better understand how the folder path works and how to use the right format.
7. Upload Documents
Just drop your files into the mapped SharePoint folder.
The integration will automatically detect new documents.
You can also include subfolders!
Example | What it does |
Tofu Demo/FY 2025 | Uploads files from that exact folder FY 2025 only |
Tofu Demo/FY 2025/* | Uploads files from the Sub-folders of FY 2025 |
Tofu Demo/FY 2025/** | Upload files from FY 2025 and its subfolders |
Setting Up SharePoint Integration with TofieAI
Start SharePoint integration
Open Tofu → click the gear (Settings).
Go to Integrations → Add New Integration.
Choose (SharePoint) to open the configuration window.
Choose Mapping Method
You have two options to map your SharePoint folder:
Manual mapping.
AI tool mapping (recommended).
Take Screenshot of Folder Path
Navigate to your SharePoint folder.
Take a screenshot of the folder path, including the SharePoint link.
Upload Screenshot
Return to Tofu.
Click on 'Upload Screenshots'.
Select the screenshot you just took.
Generate Configuration
After uploading, click on 'Generate Configuration'.
The AI will automatically map the folders for you.
Enable OneDrive Desktop Sync (Optional)
You can enable OneDrive Desktop Sync at the bottom of the configuration window.
Activate Integration
Click 'OK' to confirm your settings.
Then click on 'Activate' to complete the integration.
OneDrive Sync with SharePoint Integration
Whenever a new file is added to SharePoint, it’s automatically fetched into Tofu. Now, if your SharePoint folder is synced with OneDrive and you add new files to OneDrive, these files will also sync to SharePoint. As a result, Tofu will automatically fetch these files as well.
OneDrive Desktop Sync Toggle
We’ve introduced a new toggle "Enable OneDrive Desktop Sync" to give you control over the sync process:
Toggle OFF: If the toggle is disabled, new files uploaded to SharePoint will sync immediately to Tofu without delay.
Toggle ON: When the OneDrive Desktop Sync is enabled, we will not immediately sync files from SharePoint to Tofu. Instead, we will scan for new files every few minutes (up to 30 minutes).
⚠️ Important: OneDrive Desktop Sync Toggle is currently in early testing. You must enable it manually from your organization settings before you can use it.
To turn the OneDrive desktop sync toggle on:
Open Tofu Settings
Navigate to your Tofu account and go to the Settings icon.
Go to Integrations
Within the settings menu, locate and click on Integrations.
Enable SharePoint Integration
Under the integrations section, find and click SharePoint.
Enable the OneDrive Desktop Sync option.
Upload Files to OneDrive
Upload the desired files to your OneDrive account.
Sync Files in SharePoint
Go to your SharePoint folder where you want to sync the files.
Click the Sync button.
Your files from OneDrive should now appear in the SharePoint folder.
Files now successfully uploaded to Tofu
