SharePoint
Connect Microsoft 365 SharePoint sites and document libraries.
Reads CSV and Excel files from SharePoint document libraries.
Connect
Open the form
Go to Data → Add → SharePoint.
Sign in with Microsoft
Approve the read only Microsoft Graph scopes (Files.Read.All, Sites.Read.All).
Pick site, library, files
The picker steps through site → library → folder → files.
Save
Each picked file becomes a dataset.
If your tenant enforces admin consent, an admin needs to approve on behalf of the org. The OAuth flow surfaces this when it happens.
File types
CSV and Excel (.xlsx, .xlsm, .xls, .xlsb). Each Excel sheet becomes a dataset.
Sites and libraries
One site per connection. For multiple sites, create one connection each.
App registration
For tenants that need a dedicated app identity instead of delegated user access, an Azure AD app registration with client credentials is supported. Contact hello@flitch.io; enabled per tenant.
Refresh
Refresh is off by default. Every dashboard load re-reads the file from SharePoint. Enable refresh to schedule a background refresh and serve from cache between runs. See Refresh.
Microsoft Graph rate limits sub-minute refreshes. Hourly or longer intervals are safest.
Permissions
Microsoft Graph delegated read scopes only. Flitch acts on behalf of the signed in user and never sees files outside what you pick.
Troubleshooting
Admin consent required. Tenant restricts third party app access. Ask an admin to grant consent or sign in with an admin account.
File not found after move. SharePoint tracks files by id. Renames work; moves across sites do not. Re-pick the file.