Spreadsheets (SharePoint)

The SharePoint connector pulls spreadsheet and file data directly out of your organisation's SharePoint sites. It's built for teams who already keep their working data in Excel workbooks or CSVs on SharePoint, and want that data flowing into Meltano without exporting, re-uploading, or maintaining a separate copy anywhere. You sign in with the same Microsoft account you already use for SharePoint, point the connector at a site and folder path, and it takes it from there.

At a glance

Property	Value
Authentication	OAuth login (Sign in with Microsoft)
Streams	Configured per site and folder path (not a fixed list)
Custom queries	Not supported

What you can sync

The connector reads whatever spreadsheet or file content lives at the SharePoint site and path you point it to.

• Excel workbooks and CSV files stored in a SharePoint site's document libraries
• Content from any site and folder path the signed-in user already has access to
• Nothing outside what that user could already open themselves in a browser

Prerequisites

You only need one thing to get started: a Microsoft/Office 365 account with access to the SharePoint site you want to sync.

• Microsoft account access to the target site. The account you sign in with must already be able to open the site and folder in a browser. The connector reads only what that account can already see; it doesn't grant any new access.
• IT admin approval, in most organisations. See the callout below. This is the one step that catches people out, so plan for it before you promise a go-live date.

Setup

In SharePoint

1. Confirm the site and folder path you want to sync (in the form sharepoint://<site_name>/path/to/dir), and confirm the signed-in account can already open that path in a browser.
2. No further setup is needed on the SharePoint side; there's no app registration or token to generate yourself.

In Meltano Cloud

1. Add the Spreadsheets (SharePoint) data source.
2. Enter your Tables configuration: the site and directory path(s) to sync.
3. Click Login with Microsoft. You'll be redirected to Microsoft's own sign-in page.
4. Sign in with your Microsoft/Office 365 account and review the consent screen.
5. If you can self-consent, click Accept and you're redirected back; the connection completes automatically.
6. If instead you see "Approval required / Ask your admin", you cannot proceed until your IT administrator approves the app in your Microsoft Entra ID (Azure AD) tenant. See below.
7. Once consent is granted, Meltano stores a refresh token securely so scheduled syncs keep running without you having to sign in again.

If your IT team needs to approve first

This is worth flagging early, because it's the single biggest reason a SharePoint connection stalls after everything else looks done.

Why it happens: most organisations restrict which apps end users can approve on their own. SharePoint access uses Microsoft Graph's Sites.Read.All and Files.Read.All permissions. Because these carry the broader .All suffix, Microsoft doesn't classify them as "low impact," so even in tenants that let people self-approve minor apps, SharePoint access almost always gets routed to an admin instead.

What's actually being requested (nothing more than this):

Permission	What it grants
Sites.Read.All	Read access to SharePoint sites the signed-in user can already access, nothing beyond what they could already open
Files.Read.All	Read access to files the signed-in user can already access, same limit
offline_access	Lets scheduled syncs keep running without re-authenticating every time

There is no write access requested, no tenant-wide access, and no access to sites or files the signed-in user couldn't already open themselves.

What to hand your IT admin: ask them to grant admin consent for the app (the most direct fix) via:

Entra admin centre → Enterprise applications → Consent and permissions

or, if your tenant has the request workflow turned on, they'll see it waiting in Enterprise applications → Admin consent requests. Once approved once, every user in your organisation can connect without hitting the prompt again. The app then shows up under Enterprise applications, where IT can review or revoke it any time.

Settings

The tables setting is an array of table definition objects, each describing one stream to sync.

Field	Type	Required / Default	Description
name	string	required	The name to assign to the stream
path	string	required	A path to a directory containing files in the format sharepoint://<site_name>/path/to/dir
format	string	required	The format of files to sync: one of csv, json, jsonl, excel or detect
pattern	string	required	A regex pattern to filter resolved files on name by. Set to "" if path already filters (e.g. via glob pattern matching) and no more granular filtering is required
start_date	string	required	An ISO-8601 date-time to filter resolved files on last modified timestamp by
key_properties	array of strings	required	The stream primary keys. For files where a primary key can't be clearly identified, reference meta-properties such as _smart_source_bucket, _smart_source_file, _smart_source_lineno, or use [] for append-only behaviour. If using the meta-property approach, be aware that changes to file locations or contents may cause unexpected duplicates or overwrites, so it's safest only for files that are, for all intents and purposes, immutable
encoding	string	utf-8	The encoding to use when reading files
skip_initial	integer	0	The number of lines to skip over when reading a file. Mostly useful for excel format files
max_sampled_files	integer	50	The number of files to sample during dynamic catalog discovery
max_sampling_read	integer	1000	The number of lines to sample for each file during dynamic catalog discovery
sample_rate	integer	5	Controls how frequently lines are sampled (every nth line) during dynamic catalog discovery
prefer_schema_as_string	boolean	false	Whether to skip inferring property types during sampling. For CSV files, combine with max_sampling_read: 1 to improve discovery performance (only the header row needs sampling once every value is treated as a string)
delimiter (csv format only)	string	,	The value delimiter sequence used in the targeted files
quotechar (csv format only)	string	"	The quotechar delimiter character used in the targeted files. Set to detect to auto-discover
worksheet_name (excel format only)	string	—	The specific worksheet name to pull out. Defaults to the sheet with the most available data

Available streams

There's no fixed stream list here in the way an API connector has one. What you sync is whatever spreadsheet or file content sits at the site and folder path you configure. Point the connector at a different path, and you're syncing different content; there's no schema to discover ahead of time beyond the files themselves.

Need help?

If a file or folder isn't showing up the way you expect, or a sync fails after admin approval, file it through the usual Meltano support channel with your site path and the error message you're seeing.