SharePoint as a data source

Bring data from SharePoint to Nekt.

SharePoint is Microsoft’s collaboration and document management platform. This allows you to access and process spreadsheet or CSV data that’s stored in a secure, collaborative environment with version control and access management.

Configuring SharePoint Excel as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Sharepoint option from the list of connectors.

Click Next and you’ll be prompted to add your access.

1. Add account access

1. First, authorize Nekt by clicking the Microsoft Authorization button.
2. Next, select the folder where your CSV or Excel files are located.

Click Next.

2. Select streams

In the discovery process, the connector lists all CSV and .XLSX files available in the selected folder, along with their header columns. Each file corresponds to a data stream.

It’s important to ensure these files are properly formatted in a tabular way to make sure data can be mapped properly to a table in your Lakehouse.

After the files are mapped, you can select the ones you want to extract.

Tip: You can easily find a column by typing its name.

Click Next.

In case new files are added to the folder, you should click on ‘Add streams’ in the source details page to discover, configure and include them in the extraction process.

3. Configure data streams

Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.

• Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix and make this process faster!

• Sync Type: only full table mode is available for this connector, meaning every time the extraction happens, we’ll get the current state of the data and save it in overwrite mode.

Once you are done configuring, click Next.

Multi-file extraction

If your SharePoint folder contains multiple files with the same format (e.g. daily reports), you can merge them into a single stream and process them incrementally. This is useful when new files are added regularly and you don’t want to re-process everything on every run.

How it works

Under Advanced Settings, configure the following fields:

Setting	Description	Example
File name filter	Wildcard pattern to match files by name. * matches any characters, ? matches a single character.	report_*.xlsx
Start date	Only process files modified on or after this date (ISO 8601). Used as the cutoff for the first extraction.	2026-01-01T00:00:00Z
Stream name	Custom name for the merged stream. If not set, a name is derived from the filter pattern.	daily_reports
Primary keys	List of column names that uniquely identify each record. Used by the destination to correctly merge (upsert) data.	["order_id"]

When a File name filter is set:

1. The connector lists all files in the folder that match the pattern.
2. All matching files are merged into a single stream instead of one stream per file.
3. Two metadata columns are added to each record:
   • source_file: the name of the file the record came from.
   • source_file_modified_at: the file’s last modification timestamp, used as the incremental bookmark.
4. On subsequent runs, only files modified after the last extraction are processed.

Defining primary keys is strongly recommended. The destination uses primary keys to merge (upsert) records into your table. Without them, a generated row_id based on file name and row position is used as a fallback, which can cause duplicates or missed updates if rows are inserted or reordered between files. Choose columns that uniquely identify each record across all files (e.g. order_id, or a combination like order_id + order_date).

All files matching the pattern must share the same schema (same columns and data types). The schema is inferred from the first matching file.

4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters.

To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times).

Once you are ready, click Next to finalize the setup.

5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.

For you to be able to see it on your Catalog, you need at least one successful source run.

If you encounter any issues, reach out to us, and we’ll gladly assist you!

Skills for agents

Download SharePoint skills file

SharePoint connector documentation as plain markdown, for use in AI agent contexts.